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Let your agent find, share and organize Dropbox files during a call.

Connect Dropbox to AgentCalls and your agent can look up folders and files while it talks to a caller, then act on them. It can check what documents exist, create a folder for a new client, send a file request for missing paperwork, or move a file to the right place after the call. Connect once from the AgentCalls dashboard and the agent works with the tools your team already uses.

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What your agent can do with Dropbox

  • Look up folders and files by name so the agent can confirm what a caller has already sent.
  • Create a file request that gives a caller a secure upload link for documents, with an optional deadline.
  • Create a new folder for a new client or job the moment a caller books work.
  • Move or delete a file or folder after you confirm the change with the caller or your team.
  • Read basic account details so the agent can confirm which Dropbox account it is working in.

Dropbox exposes 175 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a client asks for the signed contract

  1. Caller

    Hi, this is Dana Reyes. I signed the renovation contract last week and I need a copy for my bank.

  2. Agent

    Thanks, Dana. Let me check the Clients folder for your signed contract.

  3. Agent

    I found Reyes_Renovation_Contract_Signed.pdf, dated last Tuesday. I can send you a shared link by text now.

  4. Caller

    Perfect, please send it to my mobile.

  5. Agent

    Done. The link is on its way to you now.

Inbound: a new patient sends intake forms

  1. Caller

    Hello, I'm booking a first visit with Dr. Patel. I have my insurance card and some forms.

  2. Agent

    Welcome, I can help with that. Could you give me your full name and date of birth?

  3. Caller

    Miguel Torres, March 14, 1988.

  4. Agent

    Thank you, Miguel. I've created a folder for you and sent a file request so you can upload your insurance card and forms before Thursday at 10 am.

  5. Caller

    Great, I'll upload them tonight.

Outbound: chasing missing documents

  1. Agent

    Good afternoon, this is calling for Brightline Accounting. Am I speaking with Priya Nair?

  2. Caller

    Yes, speaking.

  3. Agent

    We are still missing your 2024 bank statements for the year-end file. I've sent a new upload link to your email with a Friday deadline. Would you be able to upload them today?

  4. Caller

    I can do it this evening. Thanks for the reminder.

How to connect Dropbox

  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 Dropbox

    From Integrations in the dashboard, choose Dropbox and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

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

Both. During a call your agent can look up folders and files and create file requests or folders in real time. Moving or deleting items can be set to wait for your confirmation.

What do I need to connect Dropbox?

A Dropbox account with access to the folders you want the agent to use. Sign in to Dropbox from the AgentCalls dashboard with one click.

Which plan includes the Dropbox integration?

Integrations, including Dropbox, are included from the Growth plan.

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Put your agent to work with Dropbox.

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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