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Let your agent look up Documint templates and documents during a call.

Connect Documint to AgentCalls and your agent can check the documents and templates in your account while it talks to a caller. It can list the templates you have, confirm the right one for a request, look up the status of a document, and update or remove an outdated template when you ask. Your team stays in control of what changes, and every action is logged in your AgentCalls dashboard.

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What your agent can do with Documint

  • List the documents in your Documint account when a caller asks for a copy or status
  • Find the right template before a call so the agent can name it and confirm details
  • Fetch template details to answer questions about fields or layout
  • Update a template's settings from a call when you approve the change
  • Remove an outdated or unused template after the agent confirms the template ID

Documint exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a copy of their signed agreement

  1. Caller

    Hi, I need a copy of the service agreement we signed last month.

  2. Agent

    Of course. Can I have the name the agreement was issued under?

  3. Caller

    It was under Hannah Brooks, Brooks Dental Studio.

  4. Agent

    Found it. The agreement was created on March 4 and is marked signed. I can send the PDF to hannah@brooksdental.com now, would that work?

Checking which template to use for a quote

  1. Caller

    Can you send me a quote for a kitchen refit? The usual format.

  2. Agent

    Sure. Let me check the quote templates in your account.

  3. Agent

    You have a standard quote template and a template for larger projects. The standard one covers jobs under five thousand pounds. Which one should I use?

  4. Caller

    Standard is fine, the job is about three thousand.

  5. Agent

    Got it. I will pull the standard quote template and fill in the details. I will email it to you once you confirm your address.

Outbound follow-up on an outdated template

  1. Agent

    Hello, this is calling for Northline Legal. We are updating our onboarding forms this week.

  2. Caller

    Okay, what do you need from me?

  3. Agent

    Our old intake template still lists the previous office address. Can we replace it with the new one at 14 Carver Street?

  4. Caller

    Yes, go ahead and update it.

  5. Agent

    Done. The intake template now shows 14 Carver Street. Thank you for your time.

How to connect Documint

  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 Documint

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

  3. 3

    Choose the actions

    In the agent editor, enable the Documint 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 the agent work with Documint during the call or after it?

Both. During a call the agent can look up documents and templates and act on them in real time. It can also run follow-up tasks after the call ends, such as sending a document or updating a template you have approved.

What do I need to connect Documint?

You need an active Documint account. Sign in to your AgentCalls dashboard, open Tools, choose Documint, and enter your Documint credentials from its settings. You can disconnect at any time.

Is Documint included in my plan?

Tool integrations, including Documint, are included from the Growth plan onwards.

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Put your agent to work with Documint.

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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