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Invofox on your phone line: your agent looks up invoices and documents during calls.

Connect Invofox to AgentCalls and your agent can check on invoices and business documents while it talks with a caller. It can look up whether an invoice has been processed, read back the extracted amounts and dates, and check the status of a document import. Your agent can also queue new documents from a public link, so a supplier can send an invoice and get it into your system on the same call. Your agent works only with the companies and documents your Invofox account already holds, and it never deletes anything. Set it up from the AgentCalls dashboard in a few minutes.

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What your agent can do with Invofox

  • Look up a processed invoice and read back its supplier, total, date and due date
  • Find a company record by name or tax ID while the caller is on the line
  • Check whether a document import has finished and how many pages were processed
  • Queue an invoice sent by URL for extraction during or after the call
  • Read the plain text of a document page to answer a billing question

Invofox exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Supplier asks about an unpaid invoice

  1. Caller

    Hi, this is Dana from Brightline Supplies. I'm calling about invoice BS-20417. Has it come through yet?

  2. Agent

    Hello Dana. Yes, it was received on the 3rd and processed. The total is $1,286.40 with a due date of the 18th. Would you like me to read back the line items?

  3. Caller

    No, that's the amount I needed. Thanks.

  4. Agent

    You're welcome. I'll note that you confirmed the total.

Sending a new invoice by link

  1. Caller

    I emailed you a PDF but I think it bounced. Can I send you the link now?

  2. Agent

    Yes, please read me the link.

  3. Caller

    It's https colon slash slash files dot northfieldtrade dot co slash inv-88213 dot pdf.

  4. Agent

    Got it. I've queued that document for processing. It should be ready in a few minutes, and I'll send the number to your accounts team.

Checking a company before a payment run

  1. Caller

    This is Omar at Al Noor Logistics. Can you confirm our company profile is set up for the March payment run?

  2. Agent

    Hello Omar. I found Al Noor Logistics in your records, with the tax ID ending 4471 and the country set to UAE. The profile is active and all five documents for March are processed.

  3. Caller

    Perfect. Please let accounts know I called.

  4. Agent

    I will. Have a good day, Omar.

How to connect Invofox

  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 Invofox

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

  3. 3

    Choose the actions

    In the agent editor, enable the Invofox 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 Finance & invoicing integrations

Questions, answered.

Does the agent work with Invofox during the call or afterwards?

Both. During a call, your agent can look up invoices, companies and document status in real time. It can also queue new documents from a public HTTPS link so they are processed after the call.

What do I need to connect Invofox?

You need an Invofox account and its credentials from the Invofox settings. Enter them once in the AgentCalls dashboard. Integrations are included from the Growth plan.

Can the agent delete or change my records?

No. Your agent can read companies and documents and queue new documents for processing. It cannot delete companies or documents.

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

Put your agent to work with Invofox.

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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