AI assistant for BoldSign
Connect BoldSign so Joshu can track contract signatures, send agreements for e-signing, and verify completed client documents.
Then $95 a month with no token fees, no resets, and no caps.
What you can ask Joshu in BoldSign
You: Which client contracts in BoldSign are waiting for a signature?
Joshu inspects pending documents, lists unsigned agreements with signer emails and days outstanding, and leaves a brief on your desk.
You: Send our consulting agreement to Marcus for signature via BoldSign.
Joshu attaches the finalized contract PDF, sets signer fields, and holds the dispatch for your approval before sending.
You: Did the Crestview leadership team countersign the security addendum?
Joshu checks the document status and tells you whether each signer has signed.
Contracts, nondisclosure agreements, and signature tracking in BoldSign connect directly to your daily deal flow and document management.
What Joshu does
Joshu keeps track of your BoldSign agreements to ensure contracts do not stall waiting for signatures. It checks outstanding documents and sees who has signed and who has not. When agreements are finalized in email, Joshu prepares the signature fields in BoldSign and leaves the dispatch ready for your review.
What you do
Connect your BoldSign account using OAuth. Joshu asks you to approve each signature request before it goes out.
Why it sticks
Tracking document signatures across multiple clients requires checking signature portals and sending manual follow-ups. Joshu checks your signing pipeline on a schedule and tells you when agreements are signed.
Permissions and limits
Joshu accesses BoldSign using official OAuth scopes. It can read document statuses and send signature requests according to user permissions. The connection cannot delete documents, and Joshu cannot send or edit a signature request without explicit confirmation.
Frequently asked questions
Joshu connects to BoldSign through official OAuth and works across your documents, signature requests, signers, and brands. It tracks outstanding contracts, prepares agreements for signature, monitors signer status, and connects signature status back to your CRM and deal threads. You work with an assistant who has a desk, a computer, and persistent memory, not an e-signature dashboard to check repeatedly for signature status.
Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Contract text, signer emails, and signed PDFs Joshu reads stay in that private sandbox. Joshu only accesses documents you authorize, and your data is never used to train public AI models.
No. Sending a document for signature waits for your approval, as do edits to a sent document and expiry extensions. Joshu checks document status and prepares requests on its own.
Only the BoldSign organizations and document queues authorized during OAuth sign-in. Joshu cannot view confidential agreements in unconnected enterprise accounts.
BoldSign sends automated email pings to signers. Joshu is an assistant with long-term memory across BoldSign, your email, CRM, calendar, and task boards. It knows when a contract is critical to closing a deal and suggests tailored, polite follow-ups when signatures stall.
Joshu is $95 a month after a 14-day free trial. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, persistent memory across your tools, and all tool connectors, including BoldSign. There are no token fees. Paid data and media APIs from the tool catalog are extra, paid per call from a prepaid usage wallet.