Webhook
Add a URL under Webhook and this agent's lead, appointment and callback events are posted there as JSON, in addition to the workspace webhook on the Integrations page. The same URL in both places gets one delivery.
Before each call: pre-call webhook (Grow and Pro)
Under After the call → Webhook, find Before each call and tick Call my server before each call. When a call starts, we send your server the caller's number and details. Your server can answer with up to 20 values, and the agent uses them as {{name}} variables in its instructions and greeting, for example the caller's plan or last order.
- Wait for an answer for up to: 1 to 5 seconds (default 3). If your server doesn't answer in time, the call goes ahead without them.
- Add each name your server returns under Variables with a fallback.
- Every request is signed; copy the signing secret when it is shown. Use Test to check your server.
CRM routing
By default an agent delivers leads to every connected integration. Select specific integrations under CRM routing to limit this agent to those.
Memory
Turn on Memory and the agent remembers returning callers by phone number (a short summary of past calls) and greets them accordingly.