Function Calling (Actions)

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Why Use Actions?

Without Actions, your agent is limited to just conversation.

With Actions, your agent can:

• Automatically check calendar availability and book appointments
• Transfer calls to real humans
• Collect and send lead data
• Send confirmation SMS or emails
• Trigger CRM/webhook integrations and much more

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Available Action Types

1. End Call Action
   • Gracefully ends the conversation when the agent completes its task.
2. Call Transfer Action
   • Transfers the call to another phone number, agent, or department.
3. Calendar Booking Action
   • Book an appointment using your connected calendar service.
4. Extract Call Info Action
   • Captures caller details like name, email, or custom inputs during the conversation.
5. Send Call Event Action
   • Triggers a webhook or event immediately after the call ends (e.g., to CRM or automation platforms).
6. Send Email Action
   • Send an email during or after the call with relevant information.
7. Send SMS Action
   • Sends a text message automatically (e.g., confirmation, links, updates).
8. Custom Action
   • Executes custom API calls or workflows defined by your client.

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How It Works

1. Create Actions
   • From the Actions tab in the client account, you can create any of the supported action types.
2. Link to Prompt
   • Inside your agent’s prompt, reference the Action by using the defined name (e.g., #Send_SMS or #Book_Calendar).
3. Trigger Automatically
   • When the agent reaches that part of the conversation, the linked Action will execute in real time.

Hi, thanks for calling.
Ask for the caller's name and phone number.
Use #Book_Calendar to schedule a meeting.
After booking, use #Send_SMS to send confirmation details.
Say goodbye and use #End_Call to finish the call.