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Send documents to callers during the call with DocuPotion.

Connect DocuPotion to your AgentCalls agent and it can generate PDF or PNG documents from your own templates while the caller is still on the line. Your agent can look up the templates you have set up, fill in details the caller gives, and create a document such as a quote, booking confirmation or receipt. It then sends the caller a temporary download link by text message or email. Your agent can also check how much document quota you have left, so you always know how many documents the plan still covers.

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What your agent can do with DocuPotion

  • Create a PDF or PNG from one of your DocuPotion templates during the call
  • Fill templates with details the caller gives, such as name, date, item and price
  • Send the caller a download link for the finished document by text or email
  • Check your remaining document quota before creating a new file
  • Look up which templates are available so the agent uses the right one

DocuPotion exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking confirmation sent during the call

  1. Caller

    Hi, I just booked a deep clean for Thursday at 2 pm. Can I get something in writing?

  2. Agent

    Of course. I can see your booking for Thursday, 2 pm, Maria Lopez, at 14 Oak Street. Shall I send the confirmation to the email on file?

  3. Caller

    Yes, please. And add the price, it was 180 dollars.

  4. Agent

    Done. I've created your booking confirmation with the 180 dollar total and sent the download link to maria.lopez@example.com. Check your inbox in a minute.

Quote for a caller who asks for pricing

  1. Caller

    I need a quote for repainting two bedrooms. Can you send me something I can review?

  2. Agent

    Yes. Can I take your name and the address for the job?

  3. Caller

    David Chen, 220 Harbor Road, Bristol.

  4. Agent

    Thanks, David. I've created your quote using our standard template and sent the PDF link to your phone by text. The total shown is 640 pounds, and the quote is valid for 14 days.

Receipt sent after a payment call

  1. Caller

    I paid over the phone yesterday. Could you resend the receipt?

  2. Agent

    I can do that. I see a payment of 75 dollars on March 3 for invoice 1042. I'm creating the receipt now and will send the link to your email.

  3. Caller

    Great, thank you.

  4. Agent

    The receipt is on its way to your inbox. Is there anything else I can help you with today?

How to connect DocuPotion

  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 DocuPotion

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

  3. 3

    Choose the actions

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

Related integrations

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All Documents, notes & files integrations

Questions, answered.

Does DocuPotion work during the call or after it?

Both. Your agent can create a document while the caller is still on the line and send the download link straight away. It can also run after the call, for example to send a follow-up receipt.

What do I need to connect DocuPotion?

You need an active DocuPotion account and its credentials. Sign in to your AgentCalls dashboard, open the tools settings, and connect DocuPotion with your own details. Your templates stay in your DocuPotion account.

Which plan includes DocuPotion?

DocuPotion is included from the AgentCalls Growth plan. Each document uses quota from your DocuPotion account, so check your plan limit there before you go live.

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

Put your agent to work with DocuPotion.

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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