Workflow
Data Source Blocks
Push data from your company databases
Data Source Blocks allow you to inject customer data and other relevant information to trigger the workflow.
Call API block
Inject customer details into the system using a workflow call API.
Outputs
- Bot_Number: Number voice agent will use to make or receive a call.
- Use_Case: Define voice agent to be used.
- Customer_Number: Customer’s phone number.
- Customer_Details: Customer’s details such as name, email in JSON format.
- Schedule_Time: Schedule customer’s call at a specific future time. Follow ISO date format
YYYY-MM-DDTHH:MM:SSZ
. Default value: current time, to trigger the action immediately. - Agent_Options: If provided, these will override settings as defined in the Voice Agents section. E.g. if you want to change the language, voice, initial prompt, etc.
Upload customer data
Inject customer details into the system using file upload functionality. This is an alterantive for the Call API block explained above.
Inputs Upload an Excel / CSV file with customer details.
Outputs
- Bot_Number: Number voice agent will use to make or receive a call.
- Use_Case: Define voice agent to be used.
- Customer_Number: Customer’s phone number.
- Customer_Details: Customer’s details such as name, email in JSON format.
- Agent_Options: If provided, these will override settings as defined in the Voice Agents section. E.g. if you want to change the language, voice, initial prompt, etc.
Incoming call block
This triggers a flow as soon as customer calls voice agent. Details of customer’s incoming call with voie agent are used as outputs for subsequent actions.
Outputs
- Bot_Number: Number on which theb customer called the voice agent.
- Use_Case: The voice agent that handled the call.
- Call_Time: Timestamp of when the call occurred. This follows ISO date format
YYYY-MM-DDTHH:MM:SSZ
. - Call_Status: Status of the call -
connected
orcouldn't connect
. - Call_Duration: Duration of the call in seconds.
- Call_Direction: Direction of the call -
inbound
. - Customer_Number: Customer’s phone number.
- Customer_Details: Customer’s details such as name, email in JSON format.
- Transcript: Transcript of the call with speaker tags.
Please make sure to that the input and output is consistent with the required format.