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Connect Typless so your agent can check document types and account details during a call.

Typless extracts data from invoices, forms and other documents without manual entry. AgentCalls connects to your Typless account so your voice agent can answer questions about the document types you process, confirm the account a caller is asking about, and update contact details on the profile when a customer asks. Your agent works within the permissions of the credentials you add from Typless settings, and it uses only the three actions Typless provides.

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What your agent can do with Typless

  • List the document types in your Typless account so the agent can tell a caller which documents you process
  • Confirm account and profile details during a call before making any change
  • Update the first name, last name or email on your user profile when a caller asks
  • Answer questions about your document setup without staff having to look it up

Typless exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks which documents you can process

  1. Caller

    Hi, I'm not sure if you can handle the supplier invoices we get in PDF form. Do you?

  2. Agent

    Yes. We set up document types for invoices, receipts and purchase orders. Let me check which ones are active on your account right now.

  3. Agent

    Invoices are active, and so are purchase orders. Would you like me to book a call with our team to set up your first batch?

Caller updates their email address

  1. Caller

    I need to change the email on my profile. It's now maria.lopez@brightfield.co.

  2. Agent

    Sure. I'll update your profile. Can you confirm your first and last name so I can match the account?

  3. Caller

    Maria Lopez.

  4. Agent

    Done. Your email is now maria.lopez@brightfield.co. You'll get a confirmation at that address shortly.

Caller checks their account before a follow-up call

  1. Caller

    This is Tom Reeves from Harbor Dental. Can you tell me which account is signed in on your end?

  2. Agent

    The profile on file is Tom Reeves at tom@harbordental.com. Is that the one you expected?

  3. Caller

    Yes, that's right. Thanks.

How to connect Typless

  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 Typless

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

  3. 3

    Choose the actions

    In the agent editor, enable the Typless 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 the agent work with Typless during the call or only afterwards?

Both. During a call the agent can look up document types and profile details, and make a profile change when the caller asks for one. Anything that needs review can be logged for your team to follow up.

What do I need to connect Typless?

You need an account with Typless. Add your Typless credentials from the Typless settings page into the AgentCalls dashboard under Integrations. The agent then works only within the access those credentials allow.

Which AgentCalls plan includes this integration?

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

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Put your agent to work with Typless.

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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