Documint
Your AI agent pulls the right Documint template, fills it with customer-provided data using Handlebars variables, and delivers a polished PDF. Conditional logic, dynamic tables, and repeating sections all render automatically. Professional documents created without anyone touching the template editor.
Your AI agent works with Documint's template system to retrieve, manage, and generate documents using Handlebars-powered dynamic content.
Documint
Discover how businesses use AI agents with Documint to produce templated documents from live customer data, eliminating copy-paste workflows entirely.
A potential client shares their project requirements and budget during a chat. Your AI Agent retrieves the proposal template from Documint, fills in company name, scope of work, pricing tiers, and delivery timelines using Handlebars variables, and generates the PDF. The prospect downloads a branded proposal before the conversation ends. Your team never opens a text editor.
A financial services customer needs a disclosure form. Your AI Agent asks regulatory questions, determines which clauses apply, and generates a Documint document with the correct conditional sections included. Irrelevant sections are automatically excluded based on the customer's answers. Each document is precisely tailored without anyone reviewing clause applicability manually.
Your business discontinues a service and its associated document templates are no longer valid. Your AI Agent identifies the outdated templates using List Templates, confirms which ones to remove, and deletes them from Documint. Then it updates the remaining templates with revised descriptions. Your document library stays accurate without IT intervention.
Documint
FAQs
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.
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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