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How It Works

  • Fetch Data from External Tools
  • Pull info during a live call to personalize conversations or validate data.

Use Case Example:

  • Check if the caller is an existing lead in your CRM
  • Retrieve subscription status from your billing system

Prompt Example:

  • Use condition #Check_Lead_Status to retrieve caller details using the phone number.

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Send Data to External Tools

Push collected call data to external apps for follow-up actions.

Use Case Example:

  • Send lead details to a CRM or spreadsheet after the call
  • Trigger a drip email campaign in your marketing platform

Prompt Example:

  • Use tool #Send_Lead_Info to push the caller’s name, email, and interest to CRM.

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Connect with 1000+ Apps using Automation Tools

Easily integrate with platforms like:

  • Zapier
  • Make (Integromat)
  • n8n

You can connect to 1000+ apps like Google Sheets, HubSpot, Pipedrive, Salesforce, Mailchimp, Notion, Airtable, ClickUp, and more.

Use Cases with Automation Tools:

  • Add a lead to Google Sheets after the call
  • Create a task in ClickUp for a sales rep
  • Start a WhatsApp or email sequence via MailerLite or ActiveCampaign
  • Add or update contacts in HubSpot CRM
  • Record interest scores in the Notion database.

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Prompt Example Using Custom Action

  • Use tool #Fetch_Existing_Customer to check the caller status in our CRM. 
  • If not found, use tool #Send_New_Lead to send their name, phone number, and intent.

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Setup Instructions

Go to the Client Account Settings → Navigate to Actions → Select Custom Actions.

  1. Click on “Create New Custom Action.”
  2. Fill in the required fields:
    • Name
      Provide a unique name for your action (e.g., getUserInfo, lookupEmail). This will be used in the prompt as #ActionName.
    • Description
      Add a short description to guide the AI on when and how to use this action.
    • Server URL
      Enter the target API endpoint that this action will call.
    • Schema
      Define the input/output parameters of the API:
      • Property Name – Define the field name (e.g., email, userId)
      • Description – Explain the purpose of the field
      • Type – Select the data type: String, Number, Boolean, Object, or Array
  3. Save the action.

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  1. In the Agent Settings, go to Actions → On Call → Custom Actions and select the actions your agent should use during the call.
  2. Link it in your agent prompt using the format #ActionName.

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Best Practices

  • Use descriptive and meaningful action names
  • Validate endpoints with Postman before linking
  • Use automation tools (Zapier/Make/N8N) if the destination app doesn’t support APIs
  • Combine with #Extract_Info to send structured data
  • Ensure APIs respond within real-time limits (~2-3 seconds)