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Read invoices, fill PDFs and convert files for your callers, with PDF.co on your phone line.

Connect PDF.co and your agent can work with documents while it is on the phone. A customer can ask for a copy of an invoice, have a PDF filled in with their details, or send a spreadsheet converted to a clean file. Your agent looks up the document, runs the conversion and sends the result by message or email. You connect PDF.co with your own credentials from its settings, and AgentCalls handles the rest.

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What your agent can do with PDF.co

  • Look up account balance and remaining credits before a large job
  • Parse invoices and extract fields such as totals, dates and vendor names
  • Fill PDF forms with a caller's details and return the finished file
  • Convert Excel files to CSV, JSON, HTML or XML for quick sharing
  • Generate barcode or QR code images to send to a customer

PDF.co exposes 48 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Invoice copy request

  1. Caller

    Hi, I need a copy of invoice 4827 from last month. I lost the email.

  2. Agent

    Sure, I can find that. Can I have the email address it was sent to?

  3. Caller

    It's sam.ortiz@brightlane.co.

  4. Agent

    Found it. The invoice is for 1,240 dollars, dated March 3rd. I'm sending the PDF to that address now.

Filling a onboarding form

  1. Caller

    I'm a new client and you asked me to fill in the intake form before Thursday.

  2. Agent

    Thanks for calling. What is your company name and the name of your main contact?

  3. Caller

    Northwind Dental, and I'm Priya Shah.

  4. Agent

    Done. I've filled in your intake form with those details. You'll get the completed PDF by text in a moment.

Spreadsheet to CSV follow-up

  1. Agent

    Hi, this is Jordan calling from Keel Logistics. Your quarterly export is ready.

  2. Caller

    Oh good. Can you send it in a format my accounting software can open?

  3. Agent

    Yes, I'll convert it to CSV and send the file to your email in the next few minutes. Is the same address fine?

  4. Caller

    Yes, that's perfect.

How to connect PDF.co

  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.co

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

  3. 3

    Choose the actions

    In the agent editor, enable the PDF.co 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 it work during the call or after it?

Both. Your agent can look up or convert a document during the call, or it can send the result by message or email once the call ends.

What do I need to connect PDF.co?

You need a PDF.co account. Sign in to your AgentCalls dashboard, open Tools, choose PDF.co and enter your credentials from the PDF.co settings page.

Which plan includes this integration?

Integrations 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.co.

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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