Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
Create the phone agent
For sharing by phone, you create a phone agent with the role Protected agent: callers must sign in before it shares anything from your documents.
What you will learn
- Create a protected phone agent with number, language and voice
- Describe its task and limit its knowledge to the shared Workspace
Hide transcript Show transcript Transcript
For sharing via phone, you’ll need a phone agent. Under Conversation AI, we’ll create a new one and name it Northstar Phone Share. It is important to note the role: Protected agent. Then callers must log in before the agent can share anything from your documents with them. Under Telephony, you activate the agent and select the country. PaperOffice provides a phone number for this purpose. To do this, you select the language and voice of the agent. In the How should the agent behave? field, describe in your own words its task, tone, and clear boundaries. Our agent should answer questions about the documents in a friendly and concise manner, always stating amounts with their currency. Under Knowledge, you specify from which Workspaces the agent is allowed to take its answers, here only from Accountant 2026.
