CraftMyPDF
Customers request invoices, quotes, or certificates and your AI agent builds them instantly. CraftMyPDF templates fill with live data, produce pixel-perfect documents, and deliver download links before the conversation ends. No manual document creation required.
Your AI agent taps into CraftMyPDF's template library and PDF API to produce professional documents during live customer interactions, no human formatting needed.
CraftMyPDF
From invoices to enrollment certificates, see how businesses use AI agents to generate and deliver professional documents during live conversations.
A customer completes a purchase and asks for an invoice. Your AI Agent collects their billing details, populates your CraftMyPDF invoice template with line items and tax calculations, triggers the async PDF API, and returns a branded invoice PDF within the same chat. The customer downloads their invoice immediately. Your finance team never touches a manual template.
A learner finishes a training module and asks for their certificate. Your AI Agent verifies completion, fills the certificate template with the learner's name, course title, and date, and generates a polished PDF. The certificate arrives in the chat ready for download. No admin queue, no waiting for business hours, no manual data entry.
A prospect describes their requirements during a website chat. Your AI Agent calculates pricing based on their inputs, selects the appropriate quote template from your CraftMyPDF library, populates it with service details and totals, and delivers a professional proposal PDF. The prospect gets a formal quote before the conversation ends, accelerating your sales cycle.
CraftMyPDF
FAQs
The agent calls CraftMyPDF's List Templates API and filters by group name or template ID. You can organize templates into groups like 'invoices,' 'certificates,' or 'proposals' in CraftMyPDF, and the agent picks the correct one based on the customer's request context. No manual selection needed.
Yes. CraftMyPDF templates support expressions for currency formatting, date calculations, and JavaScript functions. The agent passes a JSON data payload with nested arrays for line items, and the template handles subtotals, taxes, and formatting automatically using CraftMyPDF's built-in expression engine.
The agent uses CraftMyPDF's asynchronous generation endpoint with a webhook URL. If rendering takes time, the customer continues their conversation while CraftMyPDF processes the document in the background. Once complete, the webhook delivers the PDF link and the agent shares it with the customer.
Tars does not permanently store your PDFs. The generated documents are hosted by CraftMyPDF and accessible via the returned URL. You can set an expiration time on PDF links using the expiration parameter, and optionally configure CraftMyPDF to store documents in your own cloud storage.
Yes. The agent can create an embeddable editor session using CraftMyPDF's Editor Session API. You control what customers can do with boolean flags for previewing, saving, editing JSON, and generating the final PDF. The session URL works directly in the chat window.
In your Tars dashboard, navigate to Tools and select CraftMyPDF. Paste your API key from your CraftMyPDF account settings. The connection authenticates immediately. Your templates become available for the agent to use in any Gambit that requires document generation.
CraftMyPDF primarily generates PDF files through its API, which is the format the Tars integration supports. The platform also supports image generation from templates. If you need other formats like DOCX or XLSX, you would handle that through CraftMyPDF's broader feature set outside the API integration.
Static attachments are the same file for everyone. With CraftMyPDF integration, every document is generated dynamically with the customer's actual data, including their name, order details, calculated pricing, and current date. Each PDF is unique, branded, and accurate to the specific conversation.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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