Workflow
Function Blocks
Take necessary actions using function blocks
Function Blocks allow you to execute actions based on AI and user inputs. Please contact us if you want to add any function block for custom integration.
Schedule a Callback
Schedules a callback with the customer, passing additional context.
Inputs
- Greetings_message – Greeting message voice agent will say to the customer, this will override initial prompt defined for the use case. This can be linked to a connecting block (AI generated greetings meesage based on previous conversation) or manually written. Data linkage will override the written text.
- Conversation_context – Pass previous conversation context to the voice agent.
- Scheduled_Time – Set the time for the callback. This follows ISO date format
YYYY-MM-DDTHH:MM:SSZ
. - Bot_Number – Phone number to be used to call the customer. This can be linked to a connecting block or selected from dropdown option. Data linkage will override pre-selected dropdown option.
- Use_Case – Voice agent that will handle the callback. This can be linked to a connecting block or selected from dropdown option. Data linkage will override pre-selected dropdown option.
- Customer_Number – Customer’s phone number.
Outputs
- Callback_scheduled – Confirms if the callback was successfully scheduled -
True
orFalse
.
Send WhatsApp
Sends a WhatsApp message to the customer.
Interakt
Inputs
- Customer_Number – Customer’s phone number.
- Provider – Select your service provider for sending messages -
Interakt
. - api_key – Enter the API key for authentication.
- template_name – Select the WhatsApp message template.
- template_language_code – Select the language code for the template.
- header_values – Dynamic variables for template headers (e.g., [“Renewal Due”, “Policy Update”]).
- body_values – Dynamic variables for the message body (e.g., [“John”, “123456”]).
- button_values – Dynamic variables for any buttons in the message.
Outputs
- Message_success: Confirms if the WhatsApp message was successfully sent -
True
orFalse
.
Gupshup
Inputs
- Customer_Number – Customer’s phone number.
- Provider – Select your service provider for sending messages -
Gupshup
. - user_id – Enter the user id for authentication.
- password – Enter the password for authentication.
- template_id – Provide the WhatsApp message template.
Outputs
- Message_success: Confirms if the WhatsApp message was successfully sent -
True
orFalse
.
Send Email
Sends an Email to the customer.
Standard email providers
Inputs
- To – Customer’s email address.
- CC – Additional email addresses you want to keep in loop, multiple entries to be separated by
;
. - Subject – Subject of the email. This can be linked to a connecting block (AI generated subject based on previous conversation) or manually written. Data linkage will override the written text.
- Email_Body – Content of the email. This can be linked to a connecting block (AI generated email body based on previous conversation) or manually written. Data linkage will override the written text.
- Email Provider – Select your service provider for sending email -
Gmail
,Outlook
,Zoho
,Godaddy
. - From Email – Company Email ID from which you want to send an email to the customer.
- Password – Enter the password for authentication.
Outputs
- Email_success: Confirms if the Email was successfully sent -
True
orFalse
.
Custom email provider
Inputs
- To – Customer’s email address.
- CC – Additional email addresses you want to keep in loop, multiple entries to be separated by
;
. - Subject – Subject of the email. This can be linked to a connecting block (AI generated subject based on previous conversation) or manually written. Data linkage will override the written text.
- Email_Body – Content of the email. This can be linked to a connecting block (AI generated email body based on previous conversation) or manually written. Data linkage will override the written text.
- Email Provider – Select your service provider for sending email -
Gmail
,Outlook
,Zoho
,Godaddy
. - From Email – Company Email ID from which you want to send an email to the customer.
- Password – Enter the password for authentication.
- SMTP Host – Enter your service provider SMTP host name e.g.,
smtp.gmail.com
- SMTP Port – Enter your service provider SMTP port number e.g.,
467
- SMTP TLS Secure – Select TLS security protocol of your service provider -
Enabled
,Disabled
.
Outputs
- Email_success: Confirms if the Email was successfully sent -
True
orFalse
.
Smart Filter
Sends an Email to the customer.
Inputs
- Field – Select a field to apply the filter. Multiple fields can also be linked from outputs of other blocks.
- Condition – Define a filtering condition (e.g.,
=
,contains
,>
). - Value – Enter the value to filter by.
- Add more – Apply multiple conditions simultanuously with
AND
orOR
operators.
Outputs
- Filtered Results: Returns only the fields that match the specified filter conditions.