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Read invoices and receipts by phone. Eagle doc, connected to your agent.

Connect Eagle doc to AgentCalls and your agent can read the documents your customers send you. A caller can ask about an invoice or a receipt, and the agent can pull the amounts, dates and merchant details from the file on record. It can also check your remaining Eagle doc quota before a busy period, so you know there is room for the work ahead. Connect your Eagle doc account once from the AgentCalls dashboard and the agent uses it on every call.

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What your agent can do with Eagle doc

  • Read invoice details during a call, including vendor, date, line items and totals
  • Extract receipt amounts and payment details for a caller asking about a purchase
  • Process a document on request and report back what it found
  • Check remaining Eagle doc quota before taking on a large batch of documents
  • Queue batch document jobs so larger sets are processed after the call

Eagle doc exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about an invoice

  1. Caller

    Hi, I'm calling about invoice 4471 from March. Did you receive the payment?

  2. Agent

    Let me look that up. I have invoice 4471 from Harbor Print Co. for $1,284.50, dated March 3. The file shows it was paid on March 18 by bank transfer.

  3. Caller

    Perfect, thanks. Can you send me a copy?

  4. Agent

    Yes, I'll email the invoice to the address on your account now.

Receipt lookup for an expense claim

  1. Caller

    I need the total on a receipt from the hardware store last Tuesday. My name is Dana Ruiz.

  2. Agent

    Thanks Dana. I found a receipt from Millbrook Hardware dated Tuesday, June 10. The total is £86.40, including £14.40 VAT, paid by card.

  3. Caller

    Great, that's the one. Can you add it to my expense report?

  4. Agent

    Done. I've attached it to your report and noted the VAT amount.

Outbound follow-up on a missing document

  1. Agent

    Hello, this is the accounts team calling for Omar Haddad. We're missing the signed delivery sheet for order 2290.

  2. Caller

    Oh, I thought I sent that last week. Let me check.

  3. Caller

    Sorry, I see it was sent to the wrong inbox. I'll forward it now.

  4. Agent

    Thank you Omar. Once it arrives I'll process it and confirm the order is closed.

How to connect Eagle doc

  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 Eagle doc

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

  3. 3

    Choose the actions

    In the agent editor, enable the Eagle doc 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 agent read documents during the call or after?

Both. During a call the agent can look up and read a document already on record. Larger batches can be queued and processed after the call ends.

What do I need to connect Eagle doc?

An Eagle doc account and its credentials. Sign in to the AgentCalls dashboard, open Integrations, choose Eagle doc, and enter your details from the Eagle doc settings page.

Which plan includes this integration?

Tool integrations, including Eagle doc, are included from the Growth plan.

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

Put your agent to work with Eagle doc.

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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