Start free

Generate invoices and PDFs for your callers with Templated and AgentCalls.

Connect Templated to your AgentCalls agent and it can turn a phone call into a finished document. Your agent can find the right template, fill in the details from the conversation, and render a PDF or image you can send straight away. It can also look up your existing templates and past renders when a caller asks for a copy. Connect with your own Templated credentials from its settings, and your agent works inside your account only.

Start freeSee pricing

What your agent can do with Templated

  • Create a PDF or image from a chosen template with the caller's details filled in during the call
  • List your templates so the agent can pick the right one for a quote, receipt or invoice
  • Find past renders for a template and send the caller the latest version
  • Clone a template under a new name for a new service or client
  • Tag and untag templates so your documents stay organized

Templated exposes 30 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller requests an invoice after a job

  1. Caller

    Hi, I had a bathroom fitting done last Tuesday and I need an invoice for my records.

  2. Agent

    Of course. Can I take your name and the address the work was done at?

  3. Caller

    Sarah Mitchell, 14 Ash Road, Leeds.

  4. Agent

    Thanks, Sarah. The invoice for the fitting, £420, is being created now. It will be emailed to you within a few minutes.

Lookup of an earlier quote

  1. Caller

    Can you resend the quote you gave me in March? I can't find it.

  2. Agent

    Sure. What name was it under?

  3. Caller

    Omar Haddad, kitchen remodel.

  4. Agent

    I found it. The latest version is from March 12 with a total of $8,250. I've sent the PDF to the email on your account.

Outbound reminder with a new document

  1. Agent

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

  2. Caller

    Oh, right. Can you send me the intake form again?

  3. Agent

    Yes, I'm generating the form now with your details already filled in. You'll get it by text in a moment.

How to connect Templated

  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 Templated

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

  3. 3

    Choose the actions

    In the agent editor, enable the Templated actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NotionVerifiedProjects & tasksNotion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for…Google DriveDocuments, notes & filesGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices, with robust…Google DocsDocuments, notes & filesGoogle Docs is a cloud-based word processor with real-time collaboration, version history, and integration with other…OneDriveDocuments, notes & filesOneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across devices, offering…DocuSignDocuments, notes & filesDocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage…Text to PDFDocuments, notes & filesConvert text to PDF

All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can create and look up documents while the caller is on the line, and it can run follow-up tasks after the call ends.

What do I need to connect Templated?

You need a Templated account and your own credentials from the Templated settings. Connect them from the AgentCalls dashboard, and the agent will only access your account.

Which plan includes this integration?

Templated is included from the Growth plan. Smaller plans can upgrade at any time from the dashboard.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Templated.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing