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Let your phone agent send, track and check signature requests in Signaturely.

Signaturely is an electronic signature platform for sending documents to be signed online. With AgentCalls, your phone agent can work with your Signaturely account during a call. It can look up the documents and templates you already have, tell a caller where a signature request stands, and help you send the right template to a client. Connect your Signaturely account once from the AgentCalls dashboard, and the agent uses only the actions you allow.

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What your agent can do with Signaturely

  • Look up a client's document and tell them whether it is waiting for signature or completed
  • List your available templates so the agent can offer the right contract to a caller
  • Check the status of a signature request and report it back during the call
  • Filter documents by date or status when a caller asks about recent paperwork
  • Send a template for signature after a caller confirms their details

Signaturely exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks if their contract is signed

  1. Caller

    Hi, I sent my service agreement last week. Did Ahmed sign it yet?

  2. Agent

    Let me check. I see the service agreement for Ahmed Rahman was sent on Tuesday and is still waiting for his signature.

  3. Caller

    Okay, can you resend the reminder?

  4. Agent

    Done. I have sent him a reminder to sign the agreement. Anything else I can help with?

New client asks for the right form

  1. Caller

    I need a contract for a kitchen installation. What do you have?

  2. Agent

    We have three templates. Installation Agreement, Deposit Receipt, and Warranty Terms. Which one do you need?

  3. Caller

    The installation agreement, please. My email is laura.bennett@example.com.

  4. Agent

    Thanks, Laura. I have sent the Installation Agreement to laura.bennett@example.com for signature. You will get it in a few minutes.

Caller checks paperwork from last month

  1. Caller

    Can you find the documents we signed in March?

  2. Agent

    Yes. There are 14 completed documents dated in March. Do you want the most recent five?

  3. Caller

    Just the ones for Khalid Al Mansouri.

  4. Agent

    Khalid Al Mansouri has two completed documents from March, a Lease Renewal on March 4 and a Maintenance Contract on March 19.

How to connect Signaturely

  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 Signaturely

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

  3. 3

    Choose the actions

    In the agent editor, enable the Signaturely 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 Signaturely during the call or after it?

Both. During a call, your agent can look up documents, check signature status and send a template. Actions run as the call happens, so the caller hears the answer straight away.

What do I need to connect Signaturely?

You need a Signaturely account. In the Signaturely settings, you give AgentCalls the credentials it needs. Then sign in to AgentCalls, open Integrations and connect Signaturely. You can disconnect it at any time.

Which plan includes the Signaturely integration?

Integrations are included from the Growth plan. Signaturely is available on that plan and above.

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Put your agent to work with Signaturely.

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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