Boldsign for your voice agent

Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Boldsign from Connected apps and approve access. There's no API key to paste.
What it reads
6 actions, such as get Brand Details, list Brands and list Behalf Documents.
What it changes
8 actions, such as create Custom Field, edit Custom Field and edit Document (Beta).
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 14. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Boldsign actions

Reads 6

  • Get Brand Details
  • List Brands
  • List Behalf Documents
  • List Documents
  • List Team Documents
  • Get API Credits Count

Changes 7

  • Create Custom Field
  • Edit Custom Field
  • Edit Document (Beta)
  • Extend Document Expiry
  • Send Document
  • Create Embedded Request Link
  • Upload File (Helper)

Deletes 1

  • Remove Document Authentication

Boldsign setup

  1. Signing in to Boldsign

    Choose Boldsign in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 14 actions the agent may use. Start with lookups and add the ones that change Boldsign when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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