Docupilot for your voice agent

Docupilot is a document automation platform for generating PDFs, DOCX files, and more. It streamlines document creation and helps automate contracts, invoices, and business paperwork.

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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
With an API key. You create a key in Docupilot and paste it on a secure page in Connected apps.
What it reads
2 actions, such as list all folders and get Authenticated User.
What it changes
1 actions, such as create Docupilot Folder.
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 4. 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.

Docupilot actions

Reads 2

  • List all folders
  • Get Authenticated User

Changes 1

  • Create Docupilot Folder

Docupilot setup

  1. Pasting a Docupilot API key

    Create an API key in Docupilot, choose Docupilot in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 4 actions the agent may use. Start with lookups and add the ones that change Docupilot 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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