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Send, track and manage signature documents with your agent on the phone.

Connect DocuSeal to AgentCalls with your own DocuSeal credentials from its settings. During a call, your agent can look up templates and past submissions, check whether a signer has completed a document, and start a new signature request from a template or a PDF. Callers can ask where their contract is and get a straight answer. Your team stays in control of what the agent can access.

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What your agent can do with DocuSeal

  • Look up a template by name and confirm it is the right one before sending
  • Check the status of a submission and tell the caller who has signed and who is still pending
  • Start a new signature request from an existing template and send it to the caller's email
  • Create a one-off submission from a PDF the caller has agreed to sign
  • Clone or archive a template after you confirm the details with the caller

DocuSeal exposes 22 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks if their signed agreement arrived

  1. Caller

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

  2. Agent

    Of course. Can I have the email address you used to sign?

  3. Caller

    It's dana.reyes@brightlane.co.

  4. Agent

    Thanks, Dana. I can see your Service Agreement was completed on Tuesday at 3:12 PM. I'll resend the signed copy to that address now.

Sending a quote for signature after a call

  1. Agent

    Hi, this is calling from Harbor Dental about the implant consultation. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Your treatment estimate is ready. I'm sending it to your email now so you can sign it. Shall I use the address on file?

  4. Caller

    Yes, that one is fine.

  5. Agent

    Done. You'll get the link in a few minutes. Let us know if you have any questions.

Starting a rental agreement from a template

  1. Caller

    I'd like to rent the room on Maple Street starting March 1. What do I need to do?

  2. Agent

    I can send you the standard rental agreement to sign. Can I take your full name and email?

  3. Caller

    Omar Haddad, omar.haddad@mail.com.

  4. Agent

    Thank you, Omar. The Standard Lease template is ready. I've sent it to omar.haddad@mail.com. You'll need to sign it before the first of the month.

How to connect DocuSeal

  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 DocuSeal

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

  3. 3

    Choose the actions

    In the agent editor, enable the DocuSeal 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 during the call or only after?

Both. During a call your agent can look up templates and submissions and start new signature requests. It can also handle follow-up tasks after the call ends, based on what you set up in AgentCalls.

What do I need to connect DocuSeal?

You need a DocuSeal account. Copy your credentials from the DocuSeal settings, then sign in to the AgentCalls dashboard and connect the tool. It takes a few minutes and you can disconnect it at any time.

Which plan includes this integration?

Tool integrations, including DocuSeal, are included from the Growth plan.

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Put your agent to work with DocuSeal.

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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