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Turn call details into PDFs your team can use right away, with PDF4me on AgentCalls.

Connect PDF4me to your AgentCalls number and your agent can convert documents and images into PDF while it talks to a caller. A customer asks for a receipt, a quote or an intake form, and the agent prepares a clean PDF from the file you provide, ready to send on. Your team gets the document without manual conversion. Connect PDF4me with your own credentials from its settings, and the agent can use only the actions you allow.

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What your agent can do with Pdf4me

  • Convert images and common document formats to PDF during a call
  • Turn a file a caller describes or sends into a PDF your team can share
  • Prepare receipts, quotes and forms as PDFs without manual conversion
  • Keep documents in a consistent, shareable format for follow-up
  • Use your own PDF4me credentials, managed from your AgentCalls dashboard

Pdf4me exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request

  1. Caller

    Hi, I need a quote for the kitchen work, and I want it in PDF so I can forward it to my accountant.

  2. Agent

    Of course. I'll put the quote together and convert it to PDF. Can I get your name and the email address to send it to?

  3. Caller

    It's Maria Lopez, maria@lopezbuilds.co.uk.

  4. Agent

    Thanks, Maria. The PDF is ready and I've sent it to that address. You'll have it in a couple of minutes.

Receipt on request

  1. Caller

    I paid for the service yesterday. Can you send me a receipt I can keep for my records?

  2. Agent

    Yes. I can see the payment of 120 dollars from yesterday under Daniel Park. I'll create the receipt as a PDF now.

  3. Caller

    Perfect, send it to daniel.park@example.com.

  4. Agent

    Done. The receipt is on its way to that address as a PDF.

Intake form follow-up

  1. Agent

    Hello, this is calling from Riverside Physio about the intake form you started. Do you have a few minutes to finish it?

  2. Caller

    I didn't get to the end. Can I still do it by phone?

  3. Agent

    Yes. I'll note your answers and turn the completed form into a PDF for your file. Let's start with your date of birth.

How to connect Pdf4me

  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 Pdf4me

    From Integrations in the dashboard, choose Pdf4me and enter the connection details from your Pdf4me account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Pdf4me 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 convert documents during the call or after it?

Either. Your agent can convert a file while the caller is still on the line, or prepare the PDF as part of a follow-up task after the call ends.

What do I need to connect PDF4me?

You need a PDF4me account. Sign in to AgentCalls, open the tool settings and add your PDF4me credentials. Integrations are included from the Growth plan.

Which file types can be converted?

PDF4me converts a range of document and image formats to PDF. Your agent works with the files you provide during the call or in a follow-up task.

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

Put your agent to work with Pdf4me.

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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