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Let your agent find files, folders and share links for callers, with Files.com.

Files.com holds the documents your team relies on. With AgentCalls connected to your Files.com account, your agent can look up folders and check who has access to a file during a call. When a client asks for a document, the agent can find the right folder and confirm the sharing setup. It can also revoke an old share link when you ask it to. You connect Files.com with your own credentials from its settings, and the agent works within the permissions you give it.

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What your agent can do with Files.com

  • List folders under a parent so the agent can find where a client's documents are stored
  • Check who has permission to a file or folder before confirming access to a caller
  • Look up groups so the agent can route a question to the right team
  • Revoke an old share link when a client asks to remove access to a shared file
  • Upload a temporary file from a call so it can be imported or shared next

Files.com exposes 7 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks where their signed contract is

  1. Caller

    Hi, this is Dana Whitfield. Can you tell me where the signed lease for unit 4B is filed?

  2. Agent

    Of course, Dana. Give me a moment to check the folders for unit 4B.

  3. Agent

    I found it in Leases, then 2024, then Unit 4B. The signed copy is named lease_signed_0312.pdf.

  4. Caller

    Perfect, thank you. Can you send me a link to it?

  5. Agent

    I can have the team send you a share link to your email on file. Would you like that?

Accountant checks who can see tax files

  1. Caller

    This is Ravi from Northgate Accounting. Who currently has access to the 2023 tax folder?

  2. Agent

    Let me check the permissions on that folder for you, Ravi.

  3. Agent

    Three groups have access: Finance Team with full access, Partners with read access, and Auditors with read access. No individual users are listed.

  4. Caller

    Good. Please remove the Auditors group, their review is finished.

  5. Agent

    I will flag that for the office manager to confirm before anything is changed. I have noted the request.

Outbound follow-up on an old shared link

  1. Agent

    Hello, this is calling from Brightline Design about the project files we shared in March.

  2. Caller

    Oh yes, I think we still have that link open. Is it still active?

  3. Agent

    It is. The link for the Riverside proposal expires on May 30. Would you like me to close it now that the project is signed off?

  4. Caller

    Yes, please close it. We no longer need the files shared that way.

  5. Agent

    Done. The share link is revoked, and your files stay in the project folder.

How to connect Files.com

  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 Files.com

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

  3. 3

    Choose the actions

    In the agent editor, enable the Files.com 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 Files.com during the call or after it?

Both. During a call your agent can look up folders, check permissions and revoke share links. Once the call ends, the same actions are logged in your AgentCalls dashboard so you can review them.

What do I need to connect Files.com?

You need a Files.com account and its credentials from the Files.com settings. Sign in from your AgentCalls dashboard, add Files.com under tools, and paste in the credentials when asked.

Which plan includes the Files.com integration?

Tool integrations, including Files.com, are included from the Growth plan.

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Put your agent to work with Files.com.

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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