Waiverfile on your phone line: your agent checks waiver status during calls.

Connect Waiverfile to AgentCalls and your agent can look up details about your Waiverfile site while it talks to a caller. Use it to confirm what your waiver setup is, answer questions about where customers sign, and point people to the right next step without transferring the call. Connection uses the credentials from your Waiverfile settings. Once connected, the integration is available to your agent on every call.

What your agent can do with Waiverfile

  • Look up your Waiverfile site details during a call
  • Answer caller questions about how and where to sign a waiver
  • Confirm site information before a booking is made
  • Use site details in follow-up messages after the call

Waiverfile exposes 2 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks how to sign a waiver before visiting

  1. Caller

    Hi, I'm booking a session for Saturday. Do I need to sign something before I come in?

  2. Agent

    Yes, every guest signs a release waiver first. You can sign it from your phone before you arrive. Do you want me to text you the link?

  3. Caller

    Yes please, send it to this number.

  4. Agent

    Done. You'll get the signing link by text in a moment. Is there anything else I can help you with?

Caller checks that the waiver setup is current

  1. Caller

    I signed a waiver last month at your Maple Street location. Do I need to sign again?

  2. Agent

    Let me check the waiver setup for that location. One moment, please.

  3. Agent

    Our current waiver is active for all locations, so you'll need to sign the new version once. It takes about two minutes.

  4. Caller

    Got it, thanks.

Follow-up call about a missing signature

  1. Agent

    Hi Dana, this is a quick call from Ridge Climbing about your booking on Thursday at 4:30 PM.

  2. Caller

    Oh, hi. I haven't signed the waiver yet.

  3. Agent

    No problem. I'll resend the link to your email now. Please sign it before Thursday so check-in goes smoothly.

  4. Caller

    Perfect, thank you.

How to connect Waiverfile

  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 Waiverfile

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

  3. 3

    Choose the actions

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

Questions, answered.

Does the agent work with Waiverfile during the call or only after?

Both. During a call your agent can look up Waiverfile site details and answer questions in real time. It can also use that information in follow-up messages after the call ends.

What do I need to connect Waiverfile?

You need an account with Waiverfile. Enter your Waiverfile credentials from its settings in the AgentCalls dashboard, then turn on the connection for your agent.

Which plan includes this integration?

Integrations are included from the Growth plan. You can connect Waiverfile to any agent on that plan or higher.

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Put your agent to work with Waiverfile.

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