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Let your agent pull data from documents during a call with Extracta.ai.

Extracta.ai reads PDFs, images and text files and returns the fields you need, without training a model first. Connect your Extracta.ai account to AgentCalls and your agent can start an extraction, check its status and read the results while it talks to a customer. It can also clear out extractions you no longer need. Your team keeps control of which documents and fields the agent works with.

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What your agent can do with Extracta.ai

  • Start a document extraction from a file a caller sends or a document you already have on record
  • Check the status of an extraction and read the results back to the caller once they are ready
  • Pull specific fields such as invoice totals, dates or names from a document during the call
  • Delete extractions that are finished or no longer needed, after confirming the right record

Extracta.ai exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Invoice follow-up from a supplier

  1. Caller

    Hi, this is Daniel from Harbor Print. I emailed you an invoice this morning and wanted to confirm it went through.

  2. Agent

    Thanks Daniel. I can see the invoice. Let me check its extraction now so I can read you the details.

  3. Agent

    It shows invoice HP-2231 for 1,840 dollars, due on the 14th of next month. The payment terms are net 30.

  4. Caller

    Perfect, that matches what we have. I'll get it scheduled.

Customer checks a contract on the phone

  1. Caller

    I'm calling about the lease renewal. Can you tell me the new monthly rent and when the notice period ends?

  2. Agent

    Sure. I'll pull the details from the renewal document you uploaded last week.

  3. Agent

    The monthly rent is 2,150 pounds, starting the first of March. The notice period ends on the 31st of January.

  4. Caller

    Thanks. That's what I needed to know.

Outbound call to process a new intake form

  1. Agent

    Hello, this is calling from the Lowell Dental office about the intake form you sent over. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Thanks. I've started processing it. I have your name, date of birth and insurance provider. Can you confirm the policy number?

  4. Caller

    It's 88413207.

How to connect Extracta.ai

  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 Extracta.ai

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

  3. 3

    Choose the actions

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

Related integrations

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All Documents, notes & files integrations

Questions, answered.

Does this work during the call or after it?

Both. Your agent can start an extraction and read results during a live call, or handle extractions in the background and follow up later.

What do I need to connect Extracta.ai?

An Extracta.ai account. Enter your credentials from the Extracta.ai settings in the AgentCalls dashboard, then choose which actions your agent can use.

Which AgentCalls plan includes this integration?

Integrations, including Extracta.ai, are included from the Growth plan.

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Put your agent to work with Extracta.ai.

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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