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Let your phone agent pull up your FlexiSign templates during a call.

FlexiSign is a privacy-focused e-signature tool for sending and managing documents. With AgentCalls, your phone agent can read your FlexiSign document templates while it talks to a caller. When a customer asks for a contract, a waiver or an intake form, the agent can see which templates you have ready and tell them what is available. Connect your FlexiSign account once from the AgentCalls dashboard, and the agent works from your own template list. Changes you make in FlexiSign show up on the next call.

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What your agent can do with Flexisign

  • Lists your FlexiSign document templates during a call
  • Tells callers which forms, waivers or contracts you have available
  • Answers questions about what a customer needs to sign before a visit
  • Uses your own template list, so the agent never offers a form you have not set up

Flexisign exposes 1 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for the new patient form

  1. Caller

    Hi, I'm booking a first visit next week. Do I need to fill anything in before I come?

  2. Agent

    Yes. You'll need to complete our new patient intake form and the privacy consent. I can see both in your templates list. I'll text the links to the number you're calling from so you can sign them before Thursday.

  3. Caller

    Perfect, thank you.

Customer asks about a service agreement

  1. Caller

    Do you have a standard service agreement I can look at before we start the project?

  2. Agent

    We do. Our standard service agreement is one of the templates on file, and I can have it sent to your email for review. Would you like me to send it now?

  3. Caller

    Yes, please send it to jmartin@brightlane.co.

  4. Agent

    Done. It's on its way to jmartin@brightlane.co. Someone from the team will follow up on Monday to answer any questions.

Outbound reminder about an unsigned waiver

  1. Agent

    Good afternoon, this is a call from Riverside Fitness about the liability waiver you started last week. Do you have a few minutes?

  2. Caller

    Oh, yes. I meant to finish that. Is it still open?

  3. Agent

    It is. I can resend the waiver template to your email right now so you can sign it from your phone. Shall I do that?

  4. Caller

    Go ahead, thanks.

How to connect Flexisign

  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 Flexisign

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

  3. 3

    Choose the actions

    In the agent editor, enable the Flexisign 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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All Documents, notes & files integrations

Questions, answered.

Does the agent work with FlexiSign during the call or only afterwards?

During the call. The agent reads your template list while the caller is on the line, and can send a template to the caller by email or text when you have set that up.

What do I need to connect FlexiSign?

An active FlexiSign account and your own FlexiSign credentials, which you enter in the AgentCalls dashboard under Integrations. You do not need to share your password with anyone else.

Which plan includes the FlexiSign integration?

Integrations, including FlexiSign, 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 Flexisign.

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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