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Generate PDFs from your templates during a call, from PDFMonkey.

Connect PDFMonkey and your agent can create PDF documents from your templates while it talks to a caller. A customer asking for a quote, an invoice or a booking confirmation can get a finished PDF generated on the spot, and your agent can send you the file or read back its status. Your agent can also look up existing documents and download them when needed. Your templates and documents stay in your PDFMonkey account, and you choose which actions the agent is allowed to use.

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What your agent can do with PDFMonkey

  • Create a PDF from one of your templates while the caller is on the line
  • Wait for generation to finish, then confirm the document is ready
  • Look up an existing document by ID and read back its status
  • Fetch the download link so the file can be sent to the customer or your team
  • Check your account details, such as plan and remaining quota, before generating

PDFMonkey exposes 18 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote request on an inbound call

  1. Caller

    Hi, I'd like a quote for the kitchen refit we discussed last week.

  2. Agent

    Of course. I can generate the quote now using our standard template. Can I confirm the name and the address for the job?

  3. Caller

    Sarah Mitchell, 14 Alder Road, Manchester.

  4. Agent

    Thanks, Sarah. Your quote for the kitchen refit is ready. I'll send the PDF to the email on your account now.

Checking an invoice during a call

  1. Caller

    Did my invoice from March go out? I never got it.

  2. Agent

    Let me check. I can see invoice INV-2281 for 1,240 dollars, generated on March 4 and marked as completed.

  3. Caller

    Can you resend it?

  4. Agent

    Yes. I've sent the PDF to the billing address on file. It should arrive within a few minutes.

Outbound booking confirmation

  1. Agent

    Hello, this is Riverside Dental calling about your appointment on Thursday at 10:30.

  2. Caller

    Oh yes, thanks for calling.

  3. Agent

    I've also prepared your confirmation letter with the clinic address and preparation notes. I can email it to you right after this call. Would that work?

  4. Caller

    Yes, please send it to my usual email.

How to connect PDFMonkey

  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 PDFMonkey

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

  3. 3

    Choose the actions

    In the agent editor, enable the PDFMonkey 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 generate PDFs during the call or after it?

Both. Your agent can generate a document while the caller is still on the line and confirm when it is ready. It can also look up documents and resend them later.

What do I need to connect PDFMonkey?

You need an account with PDFMonkey and your credentials from its settings. Then sign in from the AgentCalls dashboard and choose the actions your agent can use.

Which plan includes PDFMonkey?

Integrations, including PDFMonkey, are included from the Growth plan.

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Put your agent to work with PDFMonkey.

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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