The service issues call-history and contact CSVs and the number application form through DocRelay.
| Customer | A provider of an AI phone-answering service |
|---|---|
| Product | DocRelay |
| Adopted | October 2026 |
Challenge
Companies using an AI phone-answering service want to manage the history of calls the AI answered, and their contacts, in their own spreadsheets.
Using a phone number also requires documents such as an application form. Developing exports and documents separately would be a heavy burden for a small development team.
Adoption
The company chose DocRelay because data exports and document creation can be handled on the same platform.
Call history and contacts were built as Excel templates and the number application form as a layout template.
Results and current use
Call history and contacts are exported as CSV, and the application form is issued as a PDF. Client companies can use call records to suit their own work.
Outputs are managed in templates, making changes such as adding fields easier.
Development on the service side can focus on the phone-answering features themselves.
Key features
- Excel templates
- Layout templates
- CSV and PDF output
