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Let your agent look up forms, submissions and documents for callers, with Feathery.

Feathery is the form and document platform many teams use to collect data from customers. With AgentCalls, your agent can connect to your Feathery account and work with it during a call. It can list your forms, check the fields a form asks for, find the envelopes and documents sent to a customer, and prepare a completed or signed document. Connect your Feathery team once from the tools section of your AgentCalls dashboard. Your agent then uses only the actions you allow, so you decide what it can read and change.

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What your agent can do with Feathery

  • Look up which forms are available and what fields each one asks for
  • Check the status of document envelopes sent to a customer
  • Fill or sign a Feathery document template from details given on the call
  • Add a hidden field to a form to track where a lead came from
  • Pull your team's account list to confirm who has access

Feathery exposes 19 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about an intake form

  1. Caller

    Hi, I was told to fill in your new client intake form before my appointment. Can you help?

  2. Agent

    Of course. I can see the Client Intake form in your account. It asks for your name, date of birth, insurance provider and the reason for your visit. Would you like me to send the link to the number you are calling from?

  3. Caller

    Yes, please. Send it to 555 0142.

  4. Agent

    Done. The link is on its way by text. Your appointment with Dr. Patel is still Thursday at 10:30.

Checking on a signed agreement

  1. Caller

    I signed the rental agreement last week but I never got a copy. Can you check?

  2. Agent

    Let me look. I found an envelope for the lease agreement sent to your email on the 3rd. It shows as signed on the 4th.

  3. Caller

    Great. Can you send me the signed copy again?

  4. Agent

    Yes. I have sent the completed document to your email. It should arrive in a few minutes.

Outbound follow-up on an incomplete form

  1. Agent

    Hello, this is Sam from Brightside Dental. We noticed your patient form from Monday is not finished. Is now a good time to complete it?

  2. Caller

    Oh, I forgot about that. Can you just tell me what is missing?

  3. Agent

    Of course. The only blank section is your emergency contact. Could you give me their name and phone number?

  4. Caller

    It is Maria Lopez, 555 0187.

  5. Agent

    Thank you. I have added that to your form. Everything is complete now. Have a good day.

How to connect Feathery

  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 Feathery

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

  3. 3

    Choose the actions

    In the agent editor, enable the Feathery 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 work with Feathery during the call or after it?

Both. During a call your agent can look up forms, envelopes and documents in real time. It can also prepare documents or update fields as part of the conversation.

What do I need to connect Feathery?

You need an active Feathery account and your team credentials from its settings. Sign in from the AgentCalls dashboard, open the tools section, and connect Feathery. You can limit which actions the agent is allowed to use.

Which plan includes this integration?

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

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Put your agent to work with Feathery.

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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