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Parsio.io connects your agent to the documents your customers send.

Parsio.io turns emails, PDFs and scanned documents into clean, structured data. Connect your Parsio.io account to AgentCalls and your agent can check whether a document has arrived, read back the fields it has extracted, and tell a caller what is still missing. Your team still sees every parsed result in Parsio.io, and the agent only reads what you allow it to.

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What your agent can do with Parsio.io

  • Check whether a document or email from a caller has been received and parsed
  • Read back extracted fields such as invoice number, amount or due date during the call
  • Tell a caller which documents are still missing from their file
  • Log a call summary next to the parsed document in your Parsio.io workspace

Parsio.io exposes 24 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks on an invoice

  1. Caller

    Hi, I emailed you my invoice for the Harper job last Tuesday. Did you get it?

  2. Agent

    Yes, I can see it here. It came in on Tuesday at 4:12 pm, invoice number 20417, for 1,850 dollars, due on the 30th.

  3. Caller

    Perfect, that's the right amount. Thanks.

  4. Agent

    You're welcome. I've noted the call on that invoice for the accounts team.

Missing documents for a new client

  1. Caller

    I sent my ID and the lease, but I'm not sure the second page came through.

  2. Agent

    I can see the lease arrived with one page only. Your ID is complete. Could you email the second page of the lease to the same address?

  3. Caller

    Sure, I'll send it this afternoon.

  4. Agent

    Thanks, Mr. Okafor. Once it arrives, the file will be ready for review.

Outbound reminder about a bill

  1. Agent

    Hello, this is the Bright Dental office calling for Ms. Lindqvist about your statement.

  2. Caller

    Oh, I thought I'd already sent the insurance form.

  3. Agent

    Our records show the form was not received yet. Would you like me to take the details now, or would you prefer to email it?

  4. Caller

    Let's do it now, I have it in front of me.

How to connect Parsio.io

  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.io

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

  3. 3

    Choose the actions

    In the agent editor, enable the Parsio.io actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

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All Documents, notes & files integrations

Questions, answered.

Does this work during the call or after it?

Both. During a call your agent can look up documents that have already been parsed and read back their fields. After the call it can add a short note to the record in Parsio.io.

What do I need to connect Parsio.io?

A Parsio.io account. Enter your Parsio.io credentials from its settings into the AgentCalls dashboard, then choose which parsers the agent can read. Integrations are included from the Growth plan.

Can the agent change or delete my parsed data?

No. The agent reads parsed results and adds notes. It does not delete documents or edit extracted fields.

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

Put your agent to work with Parsio.io.

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