Send your customers the right PDF during the call, from your Eledo templates.

Eledo PDF turns your templates and customer details into finished documents. With AgentCalls connected to Eledo PDF, your agent can list the templates on your account, check which fields a template needs, and generate a PDF from the information it collects on the call. Once the document is ready, the agent can confirm it is on its way, so a caller leaves with the quote, form or confirmation they asked for instead of waiting for a callback.

What your agent can do with Eledo PDF

  • Look up the templates your account owns, so the agent offers the right document for the request
  • Check the fields a template requires before asking the caller for details
  • Generate a PDF from the details the caller gives, such as a quote, intake form or booking confirmation
  • Confirm the account in use, so the agent works with the right Eledo workspace

Eledo PDF exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote request for a roofing job

  1. Caller

    Hi, I need a quote for replacing the roof on my garage. Can you send it to me in writing?

  2. Agent

    Of course. Can I get your name, the address of the property, and roughly how large the garage roof is?

  3. Caller

    Mark Ellison, 42 Birch Lane, Leeds. About 30 square metres.

  4. Agent

    Thanks Mark. I have generated your quote from our standard roofing template. It will be emailed to you within a few minutes, and someone from the team will call to talk through the options.

Intake form for a new dental patient

  1. Caller

    I'm a new patient and I was told to fill in a form before my first visit. Is there a way to get it now?

  2. Agent

    Yes. Which name should I put on the form, and what date are you booked in for on the 14th?

  3. Caller

    Priya Raman. The appointment is at 10:30 on Thursday the 14th.

  4. Agent

    Got it, Priya. Your patient intake form is generated and will reach your inbox shortly. Please bring it completed to your 10:30 appointment on Thursday.

Follow-up with a booking confirmation

  1. Agent

    Hello, this is calling from Hart & Co Accounting to follow up on your consultation. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    We would like to send you your engagement letter ahead of the meeting. Can I confirm the email address you want it sent to?

  4. Caller

    Use sarah.okafor@example.com.

  5. Agent

    Thank you, Sarah. Your engagement letter has been generated and sent to that address. Let us know if you have any questions before Tuesday.

How to connect Eledo PDF

  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 Eledo PDF

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

  3. 3

    Choose the actions

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

Questions, answered.

Does the agent generate documents during the call or after it?

Both are possible. Your agent can generate a PDF while the caller is still on the line, using the details it has just collected, and can send it to the address the caller confirms.

What do I need to connect Eledo PDF?

You need an Eledo PDF account with templates already set up. Sign in to the AgentCalls dashboard, open the integrations page, and connect Eledo PDF using the credentials from your Eledo settings.

Which plan includes this integration?

Integrations, including Eledo PDF, are included from the Growth plan. Each PDF generated uses document quota from your Eledo account.

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

Put your agent to work with Eledo PDF.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.