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Connect Docupilot to your AgentCalls voice agent and let it look up and organize your documents during calls.

Docupilot generates contracts, invoices and other documents from templates. With the Docupilot integration, your AgentCalls voice agent can check which folders exist in your workspace, confirm which account it is working in, and create new folders when a call calls for one. Connect your Docupilot account from its settings and your agent can answer questions about where your documents are kept while the caller is still on the line.

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What your agent can do with Docupilot

  • Look up the folders in your Docupilot workspace while a caller is on the line
  • Confirm the connected Docupilot account before the agent answers questions about documents
  • Create a new folder for a client or project when a caller asks for one
  • Tell callers where a document type is filed so they can get it quickly

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

Example calls

Client asks where their signed contract is

  1. Caller

    Hi, I signed our service agreement last month. Where can I find a copy?

  2. Agent

    Sure. Can I get the company name? I will check the folders in your document workspace.

  3. Caller

    It is Brightline Dental.

  4. Agent

    I found a Brightline Dental folder with the agreement in it. I can email the link to you now, or you can sign in to your portal.

Setting up a folder for a new project

  1. Caller

    We are starting a new kitchen renovation for the Patel account. Can you set up a folder for their paperwork?

  2. Agent

    I can do that. What would you like the folder to be called?

  3. Caller

    Patel Kitchen Renovation 2025.

  4. Agent

    Done. The folder Patel Kitchen Renovation 2025 is ready in your workspace. Would you like me to note it on the job record too?

Outbound check-in on an overdue file

  1. Agent

    Hello, this is calling from Harbor Legal on behalf of Ms. Okafor. I am following up on the signed engagement letter for the Okafor file.

  2. Caller

    Oh, I thought I sent that back on Friday.

  3. Agent

    Our records show it is not in the Okafor folder yet. Would you like me to send the document link again so you can upload it?

  4. Caller

    Yes, please send it to my email.

How to connect Docupilot

  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 Docupilot

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

  3. 3

    Choose the actions

    In the agent editor, enable the Docupilot 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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Questions, answered.

Does the Docupilot integration work during the call or after it?

Both. Your agent can look up folders and confirm account details while the caller is on the line. It can also create folders as part of the call, so filing is done before the conversation ends.

What do I need to connect Docupilot?

You need an active Docupilot account. Sign in to the AgentCalls dashboard, open Integrations, choose Docupilot, and connect it with your own Docupilot credentials from its settings.

Which AgentCalls plan includes the Docupilot integration?

Integrations are included from the Growth plan. Docupilot can be connected on any Growth plan or higher.

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Put your agent to work with Docupilot.

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