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Paperform forms and spaces, looked up by your agent during the call.

Connect Paperform and your agent can look up your forms and spaces while it talks to a caller. Ask it which intake form a new client should fill in, check whether a space is set up for a service, or list the forms a team member can use. Your agent works from the forms your account already has, so callers get accurate answers without waiting for a follow-up. Connect Paperform with your own credentials from its settings, and manage it from the AgentCalls dashboard.

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What your agent can do with Paperform

  • List the forms your team can access and point callers to the right one
  • Retrieve a specific space and confirm which service or team it belongs to
  • Read the forms inside a space, such as an intake or onboarding form for a client
  • List available translations so the agent can offer forms in the caller's language
  • Answer caller questions about which form to fill in, without transferring the call

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

Example calls

New client asks for the intake form

  1. Caller

    Hi, I just booked a consultation with Dana. Where do I fill in the intake form before Thursday?

  2. Agent

    Thanks for calling. I can see the Client Intake form in the Consultations space. It takes about five minutes. Would you like me to text you the link?

  3. Caller

    Yes please, send it to this number.

  4. Agent

    Done. The link is on its way now. Let me know if you have any trouble opening it.

Caller asks which forms the clinic uses

  1. Caller

    Do you have a form for updating my insurance details?

  2. Agent

    Yes. The Insurance Update form is in the Patient Admin space. Most patients finish it in under two minutes.

  3. Caller

    Great, is there one for changing my appointment too?

  4. Agent

    There is a Reschedule Request form in the same space. I can share both links with you right away.

Follow-up call about an onboarding form

  1. Agent

    Hello Marcus, this is calling from Brightline Studio about your onboarding paperwork.

  2. Caller

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

  3. Agent

    It is. The New Client Onboarding form is in the Studio Operations space, and it is still waiting on your signature section. Shall I resend the link?

  4. Caller

    Yes, go ahead.

How to connect Paperform

  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 Paperform

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

  3. 3

    Choose the actions

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

During the call. Your agent looks up forms and spaces in real time, so it can give callers the right link or form name while they are on the line.

What do I need to connect Paperform?

A Paperform account with access to the forms and spaces you want the agent to use. Connect it with your own credentials from the Paperform settings, then sign in from the AgentCalls dashboard.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. Paperform is available on that plan and above.

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

Put your agent to work with Paperform.

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