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Forms & surveys

Formcrafts

Let your agent look up Formcrafts forms and responses during a call.

Formcrafts collects responses from your forms and keeps your files in one place. With the Formcrafts connection, your AgentCalls agent can check a form's details, count how many responses have come in, look up the latest submissions, and find uploaded files by ID. A caller can ask about an application or a survey they filled in, and your agent answers from your live data. Connect your Formcrafts account from the tool settings and your agent can use it on every call.

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What your agent can do with Formcrafts

  • Check whether a form exists and see its fields and response count
  • Look up the most recent responses to a form
  • Confirm a submission arrived and read back the answers
  • Find an uploaded file by ID and send a download reference
  • List forms and workspaces in your organization to answer caller questions

Formcrafts exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks if their application was received

  1. Caller

    Hi, I filled in your volunteer application last Thursday. Did it come through?

  2. Agent

    Let me check. Can I have the name you entered on the form?

  3. Caller

    Sarah Mitchell.

  4. Agent

    Thanks, Sarah. I found a response from Sarah Mitchell on the Volunteer Application form, received last Thursday at 4:12 PM. It is complete, and your preferred start date is June 3. Is there anything else you need?

Client asks how many survey responses are in

  1. Caller

    Hi, this is Tom at Riverside Dental. How many patients have finished the feedback survey this month?

  2. Agent

    Let me look that up for you, Tom. One moment.

  3. Agent

    The Patient Feedback Survey has 84 responses in total. Since the first of the month there are 27 new ones. Would you like the average rating from those?

  4. Caller

    No, that's all I needed. Thanks.

Outbound follow-up on a missing upload

  1. Agent

    Hello, this is calling from Brightline Studio. Am I speaking with Kevin Osei?

  2. Caller

    Yes, that's me.

  3. Agent

    Kevin, you started the portfolio form on Monday but the signed contract didn't come through. Could you upload it again? I can text you the link now.

  4. Caller

    Sure, send it over. I'll do it this afternoon.

How to connect Formcrafts

  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 Formcrafts

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

  3. 3

    Choose the actions

    In the agent editor, enable the Formcrafts 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 Formcrafts during the call or after it?

Both. During a call your agent can look up forms, responses, and files in real time. It can also use the same data after the call, for example in a follow-up message.

What do I need to connect Formcrafts?

You need a Formcrafts account with access to the forms you want the agent to use. Sign in to your AgentCalls dashboard, open Integrations, choose Formcrafts, and enter your credentials from the Formcrafts settings.

Which plan includes the Formcrafts integration?

Integrations are included from the Growth plan. You can change plans at any time from your AgentCalls dashboard.

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

Put your agent to work with Formcrafts.

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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