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Create Word, PDF and Excel documents from your templates during a call.

Connect Documentero to AgentCalls and your agent can produce documents while it talks to a caller. It can list your templates, check which details a template needs, and generate a contract, quote, invoice or form in DOCX, PDF or XLSX. The agent sends the finished file as a download link, so your customer gets it by text or email in the same conversation. Document generation uses the quota of your Documentero plan.

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What your agent can do with Documentero

  • Generate Word, PDF or Excel documents from your existing Documentero templates
  • List all templates in your connected Documentero account so the agent picks the right one
  • Check which fields a template needs before the call so the agent asks the caller only for missing details
  • Send a signed, expiring download link for each finished document to the caller

Documentero exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote for a kitchen refit

  1. Caller

    Hi, I'd like a written quote for replacing my kitchen cabinets. Can you send it to me?

  2. Agent

    Of course. Can I take your name and the address where the work will be done?

  3. Caller

    Sarah Malik, 14 Alder Road, Leeds.

  4. Agent

    Thanks, Sarah. I've created your quote as a PDF and I'm sending the download link to your phone now. It's valid for 48 hours.

Signed service agreement after a booking

  1. Caller

    I just booked the monthly cleaning. Do you have the service agreement ready?

  2. Agent

    Yes. I can see your booking for Thursday at 9 a.m. Should I make the agreement in Word so you can edit it?

  3. Caller

    Word is fine. Send it to my email, please.

  4. Agent

    Done. The Word agreement is on its way to your inbox. It includes the monthly rate of 180 pounds, as we discussed.

Outbound invoice follow-up

  1. Agent

    Hello, this is Northgate Print calling for Daniel Okafor. Is now a good time for a short call about invoice 2214?

  2. Caller

    Yes, go ahead.

  3. Agent

    The invoice for 640 dollars is due on the 30th. I've regenerated a fresh copy in Excel with the itemised lines. I'll send the link to your email.

  4. Caller

    Perfect, I'll pay it this week.

How to connect Documentero

  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 Documentero

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

  3. 3

    Choose the actions

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

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All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can generate a document while you are on the phone and send the link straight away. It can also run after a call, for example to create a follow-up document.

What do I need to connect Documentero?

You need an active Documentero account with at least one template, and your credentials from the Documentero settings. Sign in to the AgentCalls dashboard and add Documentero under Tools.

Which plan includes this integration?

Tool integrations, including Documentero, are included from the Growth plan. Each document uses generation quota from your Documentero plan.

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Put your agent to work with Documentero.

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

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