See AloAi voice agent in action: test our AI voice agent and see how it automates call handling at scale.

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The AI Voice Agent that collects every document. On the call, in one go.

The agent walks the caller through your checklist, texts a secure upload link mid-conversation, and confirms each file before moving on. Everything attaches to the right contact record in your CRM.

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The shift

A week of email chase.
Or one phone call.

The old way
Aloware AI Voice Agent
How docs get requested
Email a checklist, hope they read it
Walked through on the call, item by item
How they're sent
Email, fax, or a portal they have to log into
Secure SMS link — uploaded from their phone
How long it takes
Days or weeks of back-and-forth
Compressed into a single call
Confirmation
"Did you get my fax?"
Agent confirms each file out loud, in real time
Where docs end up
Stuck in someone's inbox to forward later
Attached to the right contact in your CRM
Missing items
Discovered days later by a human reviewer
Flagged on the record, auto-followed up
How it works

From the call to the contact record. Hands-free.

Step 01

The call starts

Inbound or outbound — triggered by a form submission, a CRM stage change, or a handoff from a live rep. The agent introduces itself, confirms identity, and explains what it's there to collect.

Step 02

The agent walks the checklist — caller texts each doc

Item by item. Explains what each document is and why it's needed, then asks the caller to text it over while still on the line. Receives each file in real time, confirms receipt out loud, and moves to the next item.

Step 03

Everything lands in the CRM

Each file attaches to the right contact in HubSpot, Salesforce, Pipedrive, Zoho, or GoHighLevel — alongside the call recording, transcript, and AI summary.

Missing docs? The agent follows up itself.

Calls and texts the caller on the cadence you set — until every item is in or the case stalls. No human handoff in between.

No human needed
What the agent handles

What the agent handles

Configurable document checklist.

Build a different script for every intake type. The agent only asks for what that workflow needs.

Real-time SMS upload links.

The link goes out during the call, on the same conversation thread the rep would use. Branded, secure, time-limited.

Live confirmation.

The agent waits for the upload to come through, confirms receipt out loud, and then moves to the next item — so the caller knows it landed.

Identity verification.

Before requesting sensitive documents, the agent runs your identity-check questions.

Multilingual collection.

35 languages, with mid-call switching. Critical for insurance, mortgage, and solar workflows where a meaningful share of customers prefer Spanish, Mandarin, Vietnamese, or Tagalog.

Missing-document flagging.

If a document can't be produced on the call, the agent tags the contact record so the human picking it up knows what's still outstanding.

Automated reminder cadence.

For anything missing, the agent can schedule follow-up SMS reminders until the file arrives or a rep takes over.

Document inventory in the call summary.

What came in, what's still pending, what the next step is — written to the CRM in plain language.

CRM file attachment.

Files land directly on the contact record, organized and timestamped — not in a separate portal someone has to log into.

Built in

Most tools do one channel. Aloware does it all on one call.

Voice, SMS, CRM — same conversation, same platform, same contact record.

It's the same conversation

The agent talks on the phone and texts on the same thread, from the same number, in real time. One thread, not five.

It's the same contact record

Files attach directly in HubSpot, Salesforce, and others — not a third-party portal that emails you a download link to forward later.

It's the same trust layer

NumberGuard, Branded Calling, Local Presence, SOC2, A2P 10DLC, PII redaction, DNC scrubbing — same compliance posture as the rest of your team's calls.

It's the same minute

Starts at 10¢/min — billed like any other minute of your calling. No per-document fee, no upload surcharge. Pick the LLM that fits the workflow.

Estimate your cost

Pick your LLM, voice, and telephony. See the real per-minute rate for your setup.

Enter your expected monthly call volume in minutes.

Cost Per Minute
$0.000
Estimated for the per-minute plan
Total per month $0.00

For the Agents by Minute plan

Where teams use it

Where teams use it

Same mechanic, different checklists. Common workflows:

Insurance claims intake

Claim forms, photos of damage, police reports, ID, proof of loss.

Mortgage and loan applications

Paystubs, W2s, bank statements, ID, proof of residence.

Solar financing

Utility bills, ID, proof of address, signed disclosures.

Auto loans and dealer financing

Proof of income, ID, insurance binders, trade-in paperwork.

Client onboarding and KYC/KYB

Corporate docs, beneficial ownership, ID, signed agreements.

Property management and leasing

Applications, references, income verification, signed leases.

Legal intake

Engagement forms, ID, case documents. (For law-firm-specific workflows, see AI Voice Agent for Legal →.)

Questions teams ask before switching

What is an AI document collection agent?

An AI document collection agent is a voice agent that calls (or answers calls from) a contact, walks them through a checklist of documents you need, sends them a secure upload link by text during the call, waits for each file to arrive, and attaches everything to the right contact record in your CRM.

How does the agent actually send the documents?

By text. While the agent is on the phone with the caller, it sends a secure upload link to their mobile. The caller uploads the file from their phone — photo, PDF, scan — and the agent confirms receipt out loud before moving on.

Are the upload links secure?

Yes. Links are time-limited, tied to the specific contact, and the files land directly on the contact record in your CRM — not in a public folder.

What happens if the caller can't produce a document on the call?

The agent flags it on the contact record so the human picking up the workflow knows what's still missing. You can also configure the agent to schedule SMS reminders that follow up automatically until the file arrives.

Where do the documents end up?

Attached to the contact record in your CRM — HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, or Guesty — alongside the call recording, transcript, and AI summary.

Is this HIPAA compliant?

No. Aloware is SOC2 certified and A2P 10DLC registered, but not HIPAA compliant — so this isn't suitable for collecting protected health information.

Can the agent verify the documents themselves?

The agent confirms a file was received and tags it on the record. Verification of contents — that the W2 is real, the ID matches, the signature is valid — still happens with a human or your existing verification tooling.

What languages does it support?

35, with mid-call switching. The agent collects in the language the caller speaks.

What CRMs does it work with?

HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, and Guesty — natively, not via Zapier.

How much does it cost?

10 cents per minute. No per-document fee.

See it collect a document live.

Book a 15-minute demo and we'll run a real intake call with you on the line — your checklist, your CRM, your script.

Book a demo