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Let your agent look up PDF-API.io templates during a call.

Connect PDF-API.io and your agent can check which document templates your business has ready. When a caller asks for an invoice, quote or form, your agent can confirm which template is available and tell the caller what to expect. It works during the call, using the templates already in your PDF-API.io account. Connect the tool once from your AgentCalls dashboard and it is ready for every call.

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What your agent can do with PDF-API.io

  • Look up the document templates in your PDF-API.io account during a call
  • Confirm which invoice, quote or form template is available before the caller asks for it
  • Answer questions about your document options without someone checking the dashboard
  • Connect with your own PDF-API.io account from the AgentCalls dashboard

PDF-API.io exposes 1 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a quote document

  1. Caller

    Hi, I need a quote for a kitchen refit. Can you send me a PDF?

  2. Agent

    Of course. Let me check our quote templates. We have a standard quote and a detailed renovation quote. Which would you prefer?

  3. Caller

    The detailed one, please.

  4. Agent

    Got it. I will ask our team to prepare the detailed renovation quote and email it to you today.

Caller checks which forms are available

  1. Caller

    Do you have a new client intake form I can fill in before my first visit?

  2. Agent

    Yes, we have a client intake form template. Would you like me to send it to your email address now?

  3. Caller

    Yes, send it to ana.lopez@example.com.

  4. Agent

    Done. The intake form will be on its way to ana.lopez@example.com in a few minutes.

Follow-up on a pending invoice

  1. Agent

    Hello, this is calling from Brightside Dental about your appointment on Thursday. Do you have a moment?

  2. Caller

    Yes, go ahead.

  3. Agent

    We have your invoice ready using our standard invoice template. Would you like a copy sent to you by email?

  4. Caller

    Yes, please. My address is on file.

  5. Agent

    Perfect. The invoice will be sent to your email on file today. Thank you, and see you Thursday.

How to connect PDF-API.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 PDF-API.io

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

  3. 3

    Choose the actions

    In the agent editor, enable the PDF-API.io 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 work with PDF-API.io during the call or after it?

Your agent can look up your PDF-API.io templates during the call, so it can confirm what documents are available while the caller is on the line.

What do I need to connect PDF-API.io?

You need an account with PDF-API.io. Sign in from the AgentCalls dashboard, enter your own PDF-API.io credentials in the tool settings, and the connection is ready to use.

Which plan includes this integration?

Integrations, including PDF-API.io, are included from the Growth plan.

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

Put your agent to work with PDF-API.io.

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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