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Generate PDFs and images from templates, during a call.

TemplateFox turns your templates into PDFs and images. Connect your TemplateFox account and your agent can create documents on the spot, such as a booking confirmation, an invoice or a quote, and send back a link while the caller is still on the line. It can also extract pages from an existing PDF, or queue a larger document to generate in the background. Connect with your own TemplateFox credentials from its settings, and your agent works inside the templates you already have.

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What your agent can do with TemplateFox

  • Create a PDF or image from one of your TemplateFox templates and read back a temporary link during the call
  • Queue a larger PDF to generate in the background and send the link later
  • Extract or reorder pages from a PDF a customer already has
  • Create a version of a template before you change it, so you can roll back

TemplateFox exposes 24 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking confirmation sent during the call

  1. Caller

    Hi, I'd like to book a consultation for next Tuesday and get a confirmation I can keep.

  2. Agent

    Of course. Tuesday the 14th at 10:30 is open. Shall I book it under your name?

  3. Caller

    Yes, Dana Whitfield.

  4. Agent

    Done, Dana. I'm generating your confirmation now and I'll text you the link to download it.

Quote for a repair job

  1. Caller

    Can you give me a written quote for replacing the kitchen tap?

  2. Agent

    Yes. The standard tap replacement with parts and labour is 180 pounds. Should I put that on our quote template and email it to you?

  3. Caller

    Please, to dan.okafor@example.co.uk.

  4. Agent

    Sent. The quote is in your inbox now, with a link you can open on your phone.

Follow-up with a signed document

  1. Agent

    Hello, this is calling from the Maple Street Clinic about the new patient form. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    I've prepared the form with your details already filled in. I'm sending you the link by text so you can review it before your visit on Thursday.

  4. Caller

    Perfect, thanks.

How to connect TemplateFox

  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 TemplateFox

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

  3. 3

    Choose the actions

    In the agent editor, enable the TemplateFox 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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Questions, answered.

Does it work during the call or after it?

Both. Single PDFs and images are created during the call, and the agent reads back a temporary link. Larger jobs can be queued and sent once they finish.

What do I need to connect TemplateFox?

A TemplateFox account with at least one template. Enter your TemplateFox credentials in the AgentCalls dashboard under Integrations, and you're connected.

Which plan includes this integration?

TemplateFox is included from the Growth plan. Saving files to your own S3-compatible storage requires the Business plan.

Does each document use credits in TemplateFox?

Yes. Each successful PDF or image uses one TemplateFox credit, and failed renders are refunded by TemplateFox.

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

Put your agent to work with TemplateFox.

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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