Send and track Documenso signatures from your phone agent's calls.

Connect Documenso to your AgentCalls phone agent and it can check the status of a document, resend a signing request, or send a new document for signature while it talks with a customer. Your agent can find an existing document by name or ID, tell the caller who still needs to sign, and distribute the document to pending recipients. Once a document is signed, your agent can confirm it and share the finished file. Your team keeps full control in Documenso, and your agent works from the same records.

What your agent can do with Documenso

  • Look up a document and report which recipients have signed and which are still pending
  • Resend or distribute a document to pending recipients during the call
  • Duplicate an existing document to prepare a new signing request
  • Confirm when a document is signed and send the signed file on request
  • Find templates and tell callers which agreements are available to sign

Documenso exposes 77 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a signature

  1. Caller

    Hi, I signed the service agreement last week but I never got a copy. Can you check?

  2. Agent

    Of course. Can I have the name on the document or the email you used to sign?

  3. Caller

    It's Maya Rodriguez, maya@rodrigueslaw.com.

  4. Agent

    Thanks, Maya. I can see the service agreement is fully signed as of Tuesday. I'll send the signed copy to that address now.

Outbound reminder for an unsigned contract

  1. Agent

    Hello, this is Sam from Harbor Plumbing. I'm calling about the quote agreement we sent on Monday.

  2. Caller

    Oh right, I haven't got round to it yet.

  3. Agent

    No problem. I can resend the link to your email now so it's at the top of your inbox.

  4. Caller

    Yes, please do that.

  5. Agent

    Done. It's on its way to your inbox.

Sending a new agreement after a booking

  1. Caller

    I'd like to book a consultation for next Thursday at 2 pm, and I need the client form before then.

  2. Agent

    Sure, I can book that and send the client intake form. Could I take your full name and email?

  3. Caller

    David Chen, david.chen@chenstudio.co.uk.

  4. Agent

    Thanks David. Your consultation is booked for Thursday at 2 pm, and the intake form has been sent to your email for signing.

How to connect Documenso

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Documenso

    From Integrations in the dashboard, choose Documenso and enter the connection details from your Documenso account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Documenso actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does the agent work with Documenso during the call or after it?

Both. Your agent can look up documents, resend signing requests, and send new documents while the call is in progress. It can also pick up follow-ups after the call based on what was agreed.

What do I need to connect Documenso?

You need an active Documenso account with your own credentials. Sign in from the AgentCalls dashboard, open the Documenso connection, and enter your details. The agent then works with the same account your team uses.

Which plan includes this integration?

Integrations are included from the Growth plan. Documenso connects on any plan from Growth upward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Documenso.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.