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Connect Parsio so your agent can look up extracted document data during calls.

Parsio pulls structured fields out of emailed invoices, receipts, PDFs and other documents. Connect your Parsio account to AgentCalls and your agent can check on those documents while it talks to a caller. It can find a document, read its parsed fields, list what has arrived in a mailbox, and confirm which fields a mailbox extracts. Your agent can also parse a new text or HTML document when a caller sends one through the call. Actions that change data or use credits, such as reparsing or skipping documents, stay under your control.

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What your agent can do with Parsio

  • Look up an invoice or receipt by its document ID and read the extracted amount, date and vendor.
  • List recent documents in a mailbox so your agent can answer 'did my order documents come through yet?'
  • Check the status of a mailbox and which fields it extracts before answering a billing question.
  • Parse a text or HTML document sent during a call into an existing Parsio mailbox.
  • Pull the mailbox list so the right mailbox is used for each request.

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

Example calls

Caller checks on a supplier invoice

  1. Caller

    Hi, I sent over the Tanner Supplies invoice last week. Did it come through?

  2. Agent

    Let me check the accounts mailbox. I can see an invoice from Tanner Supplies received on Tuesday, March 4.

  3. Caller

    Great. What's the total on it?

  4. Agent

    The total is $1,248.50, due on March 18. Would you like me to send that to your accounts team?

Lookup of recent documents for a customer

  1. Caller

    Hello, this is Priya Nair. I'm waiting on my receipts for the software renewal.

  2. Agent

    Thanks, Priya. I'm checking the receipts mailbox for you now.

  3. Agent

    Two receipts came in this morning, both for the annual renewal, totaling £340. Do you want them emailed to you?

  4. Caller

    Yes, please send them to priya@example.co.uk.

Caller sends a document text during a call

  1. Caller

    I'll read you the purchase order details. PO 4471, twelve boxes of paper, delivery to the Riyadh office on the 12th.

  2. Agent

    Got it. I'll submit that to the purchasing mailbox so it gets parsed into your records.

  3. Agent

    It's done. PO 4471 is now in the purchasing mailbox with the quantity, delivery site and date extracted.

How to connect Parsio

  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 Parsio

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

  3. 3

    Choose the actions

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

Both. Your agent can look up documents and their fields while the caller is on the line. It can also parse a text or HTML document sent during the call.

What do I need to connect Parsio?

You need a Parsio account and its credentials, which you enter from the Parsio settings. Then sign in from the AgentCalls dashboard to connect it. Connections are included from the Growth plan.

Can the agent delete or change my documents?

It can mark documents as skipped or queue a reparse, but both actions change processing state or use parsing credits. You decide whether your agent is allowed to run them.

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

Put your agent to work with Parsio.

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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