Signatures & forms—completed during the call, not “sent later.”
Journey Documents turns slow, error-prone document workflows into fast digital completion. Capture signatures and complex forms while staying connected on voice or chat—powered by Zero Knowledge®.
eSignatures
Turn verbal consent into a signed record—without a read-through.
If your agents are still reading disclosures, agreements, or authorizations out loud, you’re wasting time and increasing risk. Journey sends the customer a secure link to review and sign on their device. Agents (or AI) receive instant confirmation, plus an auditable record of completion.
- Reduce long “read it to me” scripts
- Improve clarity and reduce disputes
- Built-in audit trail for delivery + signature events
Secure eForms
Collect and verify complex information without reading sensitive data aloud.
Forms are where self-service breaks down: too many fields, too much complexity, and too much regulated information to capture safely through conversation alone. Secure eForms lets customers complete dynamic forms on their phone—with validation, branching logic, and a clean completion status back to your agent or AI.
- Dynamic fields and conditional logic
- Validation reduces rework and callbacks
- Ideal for regulated intake and high-stakes workflows
Zero Knowledge®
Designed for PII, PFI, PHI—and the workflows that handle them.
Journey helps keep regulated inputs out of the places they don’t belong: transcripts, call recordings, agent desktops, and AI model context. The customer completes the form or signature step in a guided flow; your systems receive the outcome.
More access to data with less exposure to it—powered by the Zero Knowledge Network®.
Use Cases
Use Documents wherever “paperwork” slows down your CX.
Human + AI Ready
Let AI orchestrate the workflow—without taking custody of the data.
AI can decide when a signature or form is required, then trigger Journey via MCP or API. Journey runs the secure customer-side step and returns a structured completion result to the AI.
- AI receives status + metadata, not raw sensitive payloads
- Same flow works with human agents and hybrid teams
- Consistent auditability for completion events
Get Started
Get a personalized Documents demo.
Show us your “worst paperwork workflow.” We’ll demo how it becomes a fast, guided signature + form completion experience—without dropping the call.
Keep Exploring
Additional Journey Apps
Authentication
Passwordless caller authentication using familiar biometrics (Face ID, Touch ID, Windows Hello).
Payments
De-scoped payments across voice, chat, and digital—purpose-built for contact center workflows.
Flexible Workflows
With 40+ composable actions, the possibilities for multi-step workflows to design a custom solution are endless.