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Send a PDF to your caller in the middle of the call, built from your templates.

Connect PDFgen to your AgentCalls agent and it can create documents while it talks. Your agent can look up saved templates, generate a PDF from a template, an HTML page, a Markdown file or a plain-language request, and send the temporary download link to the caller by text or email. Your agent can also check your PDFgen account, plan and credit usage before a busy day, so you know when you are close to your limit.

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What your agent can do with PDFgen

  • Generate a PDF from one of your saved templates during the call and send the download link
  • Create PDFs from a short description, such as a quote or a summary, without a template
  • Look up your saved templates so the agent offers the right document for the caller's request
  • Check your PDFgen plan and remaining credits before starting a large batch of documents
  • Review recent PDF generation activity to explain a failed or missing document

PDFgen exposes 8 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 after a call

  1. Caller

    Can you send me the quote we talked about for the kitchen tiling?

  2. Agent

    Of course. I can see the quote you requested for Maria Lopez, 14 square meters, total 2,140 dollars. I will generate the PDF now and text the link to your mobile.

  3. Caller

    Perfect, thank you.

  4. Agent

    The link is on its way. It stays active for 24 hours, so please save the file when you open it.

Outbound reminder with an invoice

  1. Agent

    Hello, this is Northside Plumbing calling for James Carter. Your March service invoice is ready.

  2. Caller

    Oh good, can you email it to me?

  3. Agent

    Yes. I have created the invoice PDF from your standard invoice template and emailed it to james.carter@example.com. Is there anything else I can help with today?

Caller needs a document that is not on file

  1. Caller

    I need a one page summary of our refund policy for my records.

  2. Agent

    I can make that for you. I will write a short summary of the refund policy and generate a PDF. Would you like it sent by email or text?

  3. Caller

    Email, please.

  4. Agent

    Done. The summary PDF has been sent to your inbox. The link expires in 24 hours.

How to connect PDFgen

  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 PDFgen

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

  3. 3

    Choose the actions

    In the agent editor, enable the PDFgen 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 this work during the call or after it?

Both. Your agent can generate a PDF while the caller is still on the line and send the download link straight away. It can also run as part of a follow-up call.

What do I need to connect PDFgen?

You need a PDFgen account and its credentials. Sign in to your AgentCalls dashboard, open Integrations, choose PDFgen and enter the credentials from your PDFgen settings. You can disconnect at any time.

Which plan includes this integration?

Integrations, including PDFgen, 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 PDFgen.

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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