DocumentPro integration
DocumentPro is an AI-powered document processing platform that automates data extraction from various document types using advanced machine learning algorithms. Use DocumentPro from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Document - ZoftAgent or workflow decides what happens next
- Then in DocumentProRun Extract
- AndUpload document
Zoft + DocumentPro
What Zoft can do with DocumentPro.
- 01Voice agentsA phone agent can use DocumentPro actions such as Run Extract and Upload document 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 DocumentPro while it talks to the customer.
- 03WorkflowsStart a workflow when “New Document” happens in DocumentPro, or use DocumentPro as any step on the canvas.
- 04AI employeesAn AI employee can find and use DocumentPro actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in DocumentPro.
- Run ExtractRun an extract/workflow on an uploaded document
- Upload documentUploads a document to a DocumentPro parser
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in DocumentPro that can start a workflow.
- New DocumentTriggers when a new document is uploaded to DocumentPro
Setup
Connect DocumentPro in three steps.
- 01ConnectChoose DocumentPro in Connections and paste an API key from your DocumentPro account.
- 02Put it to workAdd DocumentPro as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
DocumentPro on Zoft, answered.
What can Zoft do with DocumentPro?
Zoft supports 3 actions and 1 trigger for DocumentPro. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect DocumentPro to Zoft?
Choose DocumentPro in Connections and paste an API key from your DocumentPro account.
Can a voice agent or chat agent use DocumentPro?
Yes. Once DocumentPro 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 DocumentPro 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.