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A call

External sharing 1:37 2026-10-20

A simulated call: the accountant enters the PIN, asks about due invoices and the outstanding amount, and receives the document as a protected PDF by email.

What you will learn

  • See how the agent answers only from the shared documents
  • Understand how a document is sent to the stored email address
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Transcript

That’s what it sounds like on the phone. The accountant calls the number, enters their PIN, and simply asks.

Simulated call:

Phone agent: Welcome to PaperOffice AI. To sign in, enter your PIN and press the hash key. For reception, press the star key.

Accountant: (PIN entry)

Phone agent: PIN confirmed. One moment please.

Phone agent: You have access to Workspace “Accountant 2026”. What should I look up in the archive?

Accountant: Which Veldtmann invoices were due in September?

Phone agent: Two: one for €2,850 due on 6 September and another for €47,500 due on 18 September.

Accountant: How much is still outstanding on the invoice for 47,500 euros?

Phone agent: There’s a credit note from the 21st of August for €950 against this invoice. The outstanding balance is €46,550.

Phone agent: Shall I send the document to your email address?

Accountant: Yes, please.

Phone agent: I have sent the document to your configured email address.

Accountant: Thanks, that’s all.

The agent searches within the shared Workspace and responds using the documents: it provides the due dates from the two invoices and the outstanding amount from the credit note. It has no access to other Workspaces during this call. At the caller’s request, the agent sends the document as a protected PDF to the stored email address.

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