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Send, sign and track DocuSign agreements during your calls.

Connect DocuSign to AgentCalls and your agent can work with your agreements while it talks to customers. It can look up the status of an envelope, confirm whether a contract has been signed, add a new contact to your list, and note the details a caller gives for a follow-up. Your team gets the document work done without the caller waiting on hold. Connect your DocuSign account once from the settings, and your agent can act in the tool on your behalf.

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What your agent can do with DocuSign

  • Check whether a sent envelope has been viewed, signed or completed
  • Add callers as contacts with their name, email and phone number
  • Look up signing groups and confirm who is a member of each
  • Attach notes or files to an in-progress envelope after a call
  • Update the reply-to address and BCC settings for outgoing envelopes

DocuSign exposes 335 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks if their contract is signed

  1. Caller

    Hi, I sent my lease back to you on Monday. Did it go through?

  2. Agent

    Let me check that for you. Can you give me the email address you signed with?

  3. Caller

    It's dana.reyes@gmail.com.

  4. Agent

    Thanks, Dana. Your lease was signed on Monday at 4:12 PM and the file is complete. I can email you a copy now if you'd like.

New client asks to be added to the list

  1. Caller

    I'm Marcus Obi from Obi Design. I'd like to get your proposals sent to me by e-signature.

  2. Agent

    Happy to set that up, Marcus. What's the best email and mobile number for you?

  3. Caller

    marcus@obidesign.co.uk, and my mobile is 07700 900 412.

  4. Agent

    Done. You're added as a contact, so you'll receive the next proposal for signature by email.

Follow-up call about an unsigned agreement

  1. Agent

    Good morning, this is calling for Riverside Dental. Am I speaking with Ahmed Al Mansoori?

  2. Caller

    Yes, that's me.

  3. Agent

    Your service agreement has been waiting for signature since Thursday. Would you like me to resend the link to your email now?

  4. Caller

    Yes please, send it again to ahmed@rivdental.ae.

  5. Agent

    Sent. You'll have it in a few minutes. Is there anything you'd like me to note on the file?

How to connect DocuSign

  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 DocuSign

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

  3. 3

    Choose the actions

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

Use cases that use DocuSign

Industries

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Questions, answered.

Does the agent work with DocuSign during the call or after it?

Both. Your agent can check and update DocuSign while a caller is on the line, and it can also record notes and follow-ups after the call ends.

What do I need to connect DocuSign?

You need an active DocuSign account. Sign in to your AgentCalls dashboard, open Tools, choose DocuSign and enter the credentials from your DocuSign settings.

Which plan includes DocuSign?

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

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Put your agent to work with DocuSign.

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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