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Give your phone agent live access to your Formsite forms and results.

Formsite is where many small businesses collect bookings, intake details, and customer feedback. With AgentCalls, your agent can look up the forms you run, check the latest submissions, and answer callers with real information from them. Connect your Formsite account once from the AgentCalls dashboard, choose which forms the agent can read, and it works during live calls and after them.

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What your agent can do with Formsite

  • Look up the forms you have in Formsite and tell callers what each one is for.
  • Check the latest form results so the agent can confirm a submission was received.
  • Explain the questions on a form so callers know what to have ready before they fill it in.
  • Show which webhooks are attached to a form, useful when a caller reports a missing follow-up.
  • Pull up form details, including the public link, so the agent can text or read it back to the caller.

Formsite exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks if their intake form was received

  1. Caller

    Hi, I filled in the new patient form on your website last night but I never got a confirmation. Did it go through?

  2. Agent

    Thanks for calling. Let me check. I can see a submission from last night under the New Patient Intake form, received at 9:42 PM. Is the name on it Maria Lopez?

  3. Caller

    Yes, that's me. Good, thank you.

  4. Agent

    You're all set. The clinic team will review it before your Thursday visit at 2:30.

Caller asks what to bring to a site survey

  1. Caller

    I'm booking a site survey for my kitchen. What information do I need to have ready?

  2. Agent

    Our Site Survey Request form asks for the room measurements, the address, and up to three photos. Would you like me to text you the link so you can fill it in now?

  3. Caller

    Yes please, send it to this number.

  4. Agent

    Done. The link is on its way. Once you submit it, we'll confirm your visit window by email within one business day.

Outbound follow-up on an unfinished survey

  1. Agent

    Hello, this is Sam from Harbor Dental calling for James Carter. You started our pre-visit questionnaire but didn't finish it. Is now a good time for two minutes?

  2. Caller

    Oh, sure. I think I got stuck on the insurance section.

  3. Agent

    No problem. The insurance section needs your provider name and member ID. If you have your card, I can take them over the phone and add them for you.

  4. Caller

    Okay, the provider is Blue Shield and the member ID is 884-22-1907.

How to connect Formsite

  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 Formsite

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

  3. 3

    Choose the actions

    In the agent editor, enable the Formsite 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 Formsite during the call or only afterwards?

Both. During a call your agent can look up forms, results, and details in real time. It can also answer questions about submissions after the call ends, based on the same connection.

What do I need to connect Formsite?

You need a Formsite account and sign-in details. Open the Formsite settings, add the connection in the AgentCalls dashboard, and choose which forms the agent may read.

Is Formsite included in my plan?

Tool integrations, including Formsite, 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 Formsite.

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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