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Oksign on your phone line: your agent checks contracts, contacts and signatures during the call.

Connect Oksign to AgentCalls and your agent can work with your signing workflow while it talks to customers. It can check whether a signed document is still on file, look up a contact before it calls someone back, add a new client to your contact list, or confirm how many signing credits your account has left. Your team stays in control of what gets signed and sent, while your agent handles the routine questions and updates that otherwise wait for someone to be free.

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What your agent can do with Oksign

  • Check whether a signed or unsigned document is still available in Oksign before answering a customer
  • Look up a contact's details and role during a call so the agent greets callers by name
  • Add new clients or update phone, email and company details in your contact list as you speak
  • Retrieve briefcase information to explain which documents and signers are needed for a pending signature
  • Check your remaining signing credits and storage so you know when to top up

Oksign exposes 17 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks for a signed copy

  1. Caller

    Hi, I signed our supplier agreement last week and I need a copy for my accountant.

  2. Agent

    Of course. Can I have the company name or the email address you signed with?

  3. Caller

    It's Harbor Freight Supplies, the email is dana@harborfs.co.uk.

  4. Agent

    Thank you, Dana. I can see the signed agreement is still on file. I'll send the copy to that address now, and you should have it within a few minutes.

New client booked by phone

  1. Caller

    I'd like to start with you. My name is Omar Haddad, and I run a bakery in Dearborn.

  2. Agent

    Welcome, Omar. What's the best email and mobile number for the contract?

  3. Caller

    omar@sweetdoughbakery.com, and 313 555 0172.

  4. Agent

    Got it. I've added you to our contact list with your bakery details. The service agreement will go to your email once our team confirms the start date.

Outbound reminder on a pending signature

  1. Agent

    Hello, this is calling from Northgate Realty about the lease renewal for unit 4B. Is this Mr. Patel?

  2. Caller

    Yes, speaking. I thought I signed that already.

  3. Agent

    The renewal is still waiting for your signature. Only one page needs your initials and the final signature. Would you like me to resend the link to your email now?

  4. Caller

    Yes, please send it again.

  5. Agent

    Done. It's on its way to your inbox, and it should take about two minutes to sign.

How to connect Oksign

  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 Oksign

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

  3. 3

    Choose the actions

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

Both. During a call your agent can check documents, look up contacts and add new details while the caller is still on the line. Follow-up actions, such as sending a reminder after the call ends, can run automatically once the call is complete.

What do I need to connect Oksign?

You need an Oksign account. Then sign in from the AgentCalls dashboard and enter your Oksign credentials in the tool settings. Your agent can only access the actions your account allows.

Which plan includes the Oksign integration?

Integrations, including Oksign, are included from the Growth plan.

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Put your agent to work with Oksign.

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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