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Send and track legally binding signatures from your agent's phone calls with SignWell.

Your agent can send a document for signature while a caller is still on the line. It can look up a signing request, check whether a contract has been signed, and send a reminder if it is still waiting. The caller gets the document by email or text, and your team sees the status in SignWell. Connect your SignWell account once, using your own credentials from SignWell settings, and your agent can handle these steps during the call or after it.

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What your agent can do with Signwell

  • Create and send a document for signature while the caller is on the line
  • Look up a document by ID and report whether it is pending, viewed or signed
  • Check the signing status of a contract before confirming next steps with the client
  • Register a webhook so your team is notified when a document is signed
  • Confirm your account details and connection status before the agent starts work

Signwell exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Sending a service agreement after a call

  1. Caller

    Hi, I spoke with your team yesterday about the monthly bookkeeping plan. Can you send me the agreement?

  2. Agent

    Of course. Can I have the email address you'd like it sent to?

  3. Caller

    It's dana.reyes@brightleafstudio.com.

  4. Agent

    Thanks, Dana. I've sent the bookkeeping agreement to that address. You'll get a link to sign it in a few minutes, and it takes about two minutes to complete.

Checking on a signed quote

  1. Caller

    I signed the roof repair quote last week, but I never got a confirmation. Can you check?

  2. Agent

    Let me look that up. Can you give me the name on the quote?

  3. Caller

    Marcus Bell, 214 Alder Road.

  4. Agent

    I found it, Mr. Bell. The quote was signed on Tuesday at 3:40 PM. I'll ask our office to send you a copy of the signed document today.

Following up on an unsigned contract

  1. Agent

    Hello, this is calling from Hawthorne Dental. I'm following up on the new patient consent form we sent you on Monday.

  2. Caller

    Oh, I haven't gotten to it yet. Is it urgent?

  3. Agent

    It's not urgent, but we need it before your appointment on the 14th. Would you like me to resend the link now?

  4. Caller

    Yes, please.

  5. Agent

    Done. The new link has gone to your inbox. It stays active for 30 days.

How to connect Signwell

  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 Signwell

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

  3. 3

    Choose the actions

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

Both. Your agent can send documents, look up signing status and resend requests while a caller is on the line. It can also run the same steps after a call ends, for example to send follow-up reminders.

What do I need to connect SignWell?

You need a SignWell account. Copy your credentials from the SignWell settings, then add them in the AgentCalls dashboard under Tools. Your agent can then use SignWell on your behalf.

Which plan includes SignWell?

Tool integrations, including SignWell, are included from the Growth plan.

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Put your agent to work with Signwell.

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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