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Overview

The Actions & Tools section allows you to configure what your agent can do during and after calls. This includes transferring calls, ending conversations, making API requests, and setting up automated follow-up protocols.

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Call Transfer

Configure how your agent handles call transfers to human agents or other departments.

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Transfer Configuration

SettingDescription
Transfer NumberPhone number to transfer calls to
Transfer PromptInstructions for when to transfer
Warm TransferBrief the receiving agent before transfer
Use warm transfers when the receiving agent needs context about the conversation before taking over.

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Transfer Best Practices

  1. Set Clear Triggers - Define specific scenarios that warrant a transfer
  2. Provide Context - Configure what information to pass to the receiving agent
  3. Have Fallbacks - Set backup numbers if the primary line is busy

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End Call

Configure how your agent concludes conversations.

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End Call Settings

OptionDescription
End Call PromptConditions that trigger call ending
Goodbye MessageFinal message before hanging up
Language TemplatesPre-configured messages in different languages

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Language Templates

The system provides pre-built templates for common scenarios in multiple languages:
  • Professional goodbye
  • Casual farewell
  • Service completion message

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Webhook Tools

Create custom integrations by defining webhook tools that your agent can trigger during conversations.

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Creating a Webhook Tool

1

Add New Tool

Click “Add Webhook Tool” to create a new integration.
2

Configure Basic Info

Set the tool name and description (this helps the AI understand when to use it).
3

Set Endpoint

Enter the webhook URL that will receive the request.
4

Choose Method

Select HTTP method: GET, POST, PUT, or DELETE.
5

Define Parameters

Add query parameters or body fields the agent should send.

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Webhook Configuration

FieldDescription
NameIdentifier for the tool
DescriptionWhen and why to use this tool
URLEndpoint to call
MethodHTTP method (GET, POST, PUT, DELETE)
Query ParamsURL parameters
Body ParamsRequest body fields

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Parameter Types

Each parameter can be configured with:
PropertyDescription
NameParameter identifier
Typestring, number, boolean
DescriptionWhat the parameter represents
RequiredWhether the agent must provide it

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Advanced Settings

Configure whether the agent pauses while waiting for the webhook response.
  • Wait for response - Agent pauses until API responds
  • Continue speaking - Agent continues while request processes
Control when the webhook executes:
  • Immediate - Execute as soon as triggered
  • Deferred - Queue for execution after the call

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Example Webhook: CRM Integration

{
  "name": "create_lead",
  "description": "Create a new lead in the CRM when customer shows interest",
  "url": "https://api.yourcrm.com/leads",
  "method": "POST",
  "body": {
    "name": "Customer's full name",
    "phone": "Customer's phone number",
    "interest": "What product they're interested in"
  }
}

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Recall Protocol

Set up automatic follow-up calls when certain conditions aren’t met.

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Recall Settings

SettingDescription
Enable RecallTurn on/off automatic callbacks
Max AttemptsMaximum number of retry calls
ScheduleTime between retry attempts
ConditionsWhen to trigger a recall
Use recall protocols responsibly. Too many callbacks can annoy customers and may violate regulations.

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Recall Schedule Options

  • 5 minutes
  • 15 minutes
  • 30 minutes
  • 1 hour
  • 2 hours
  • 4 hours
  • Next business day

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Coming Soon

The following integrations are in development:
FeatureDescriptionStatus
📧 Send EmailSend emails during or after callsComing Soon
💬 Send SMSSend text messages to customersComing Soon
📱 Send WhatsAppSend WhatsApp messagesComing Soon

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Best Practices

  1. Clear Descriptions - Write detailed tool descriptions so the AI knows exactly when to use them
  2. Handle Errors - Your webhook should return appropriate error messages the agent can relay
  3. Test Thoroughly - Use the Playground to verify webhook integrations work correctly
  4. Monitor Usage - Track webhook calls to ensure they’re firing as expected
  5. Secure Endpoints - Use authentication headers for sensitive APIs

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Next Steps

Input Params

Configure dynamic variables

Output Settings

Define data extraction