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Merge, split, watermark and protect PDFs from your phone line.

PDF Blocks lets your agent handle PDF documents during a call. Your agent can merge PDFs in a set order, extract or remove pages, add text or image watermarks, and add a password or permission restrictions to a file. Connect your PDF Blocks account from the AgentCalls dashboard, and your agent can prepare the right document for a client while they wait on the line.

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What your agent can do with PDF Blocks

  • Merge several PDFs into one file in the exact order you specify
  • Extract selected pages or remove pages you no longer need
  • Add text or image watermarks such as "DRAFT" or your company logo
  • Add a password to a PDF or set restrictions on copying, editing and printing

PDF Blocks exposes 17 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: contract pack for a new client

  1. Caller

    Hi, I need the signed agreement and the price schedule combined into one file before I sign on Friday.

  2. Agent

    Sure. I'll merge the agreement and the price schedule into one PDF in that order. What name should I send it to?

  3. Caller

    Send it to dana.reyes@brightlanefin.com.

  4. Agent

    Done. Dana Reyes will have the combined contract in her inbox now, with the agreement on pages one to six and the schedule after.

Lookup: sending a watermarked quote

  1. Caller

    Can you send me Quote 2281 again? I need it marked as a draft this time.

  2. Agent

    Found it. I'll add a DRAFT watermark across every page and send it to the email on your account.

  3. Caller

    Perfect, thanks.

  4. Agent

    The watermarked copy is on its way to your inbox. Anything else you need from it?

Outbound: protecting a report before delivery

  1. Agent

    Hi Marcus, this is calling from Harbor Accounting about your Q3 summary. We're sending it securely today.

  2. Caller

    Okay, will it be locked?

  3. Agent

    Yes. It will open with a password we send separately, and it can't be edited or printed. Shall I send it to your work email?

  4. Caller

    Yes, go ahead.

How to connect PDF Blocks

  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 Blocks

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

  3. 3

    Choose the actions

    In the agent editor, enable the PDF Blocks 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 work with PDFs during the call or after it?

Both. Your agent can run PDF actions while the caller is on the line, such as merging files or adding a watermark, and then send the result by email or to another connected tool.

What do I need to connect PDF Blocks?

You need a PDF Blocks account. Enter your credentials in the PDF Blocks settings and link them from the AgentCalls dashboard. Integrations are included from the Growth plan.

Can the agent open a password-protected PDF?

Yes, if the password is known to your agent's instructions. It can also create an unlocked copy, so you should only enable this for files you are authorized to change.

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

Put your agent to work with PDF Blocks.

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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