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Doctly AI integration

Use Doctly AI in Zoft workflows, voice agents, chat agents and AI employees. Use Doctly AI from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in Doctly AICustom API Call
  4. AndConvert PDF to Text
Illustrative flow built from Doctly AI’s real triggers and actions.

Zoft + Doctly AI

What Zoft can do with Doctly AI.

  • 01Voice agentsA phone agent can use Doctly AI actions such as Custom API Call and Convert PDF to Text during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Doctly AI while it talks to the customer.
  • 03WorkflowsUse Doctly AI as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use Doctly AI actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in Doctly AI.

  • Custom API CallMake a custom API call to a specific endpoint
  • Convert PDF to TextConverts PDF document to text file with markdown formatting.

Setup

Connect Doctly AI in three steps.

  1. 01ConnectChoose Doctly AI in Connections and paste an API key from your Doctly AI account.
  2. 02Put it to workAdd Doctly AI as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
See all in AI and models

FAQ

Doctly AI on Zoft, answered.

What can Zoft do with Doctly AI?

Zoft supports 2 actions for Doctly AI. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Doctly AI to Zoft?

Choose Doctly AI in Connections and paste an API key from your Doctly AI account.

Can a voice agent or chat agent use Doctly AI?

Yes. Once Doctly AI is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Doctly AI without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Doctly AI to work in your operation.