The agent fetches the template details using the Get Template endpoint, which returns the template's Handlebars variable names, layout structure, and settings. From this, the agent determines exactly which data points it needs to collect from the customer, such as name, address, line items, or any custom fields defined in your template.

Yes. Documint templates support Handlebars conditional blocks and repeating sections natively. The agent collects the relevant data, and Documint's rendering engine evaluates the conditions and loops during PDF generation. The agent does not need to understand the logic itself; it simply provides the data that drives it.

The agent checks your available templates using List Templates. If no matching template exists, it informs the customer and offers alternatives. You can configure the agent to escalate to a human team member or suggest creating a support ticket for new template requests.

Tars does not maintain a separate document repository. Documint generates the document and provides a download URL or file link. The agent delivers this to the customer during the conversation. Document storage, retention, and access control are managed within your Documint account.

Yes. The agent can call the Update Template endpoint to modify a template's name, description, layout JSON, or additional settings. This is useful when an admin needs to make quick adjustments without logging into the Documint dashboard. Standard agent permissions and your API key scope control what changes are allowed.

Documint uses a straightforward API key for authentication. In your Tars dashboard, navigate to the Tools section, select Documint, and enter your API key. Once saved, the agent can access your templates and documents. No OAuth flow or multi-step authorization is required.

Documint's primary output is PDF, which is what most customers receive. The platform also supports merging data into various template formats. The agent triggers generation and delivers the resulting file link. Specific output options depend on your Documint plan and template configuration.

The Documint web interface requires manual template selection and data input. With Tars, data collection happens conversationally with your customer, and the agent handles template selection, data mapping, and generation automatically. The entire process is embedded in the customer interaction, reducing the steps between a data request and a finished document.