Adding Custom Apps with Webhooks & APIs

Overview

This document provides a step-by-step guide on how to set up webhooks in Call Agent AI for custom apps of your choice. The goal is to automate data sharing between Call Agent AI and other tools, making your workflow faster and more efficient. Read on to learn more about integrating different apps with Call Agent AI using webhooks.

What Are Webhooks and APIs?

Webhooks and APIs are tools that help different software talk to each other and share information.

API (Application Programming Interface) is like a waiter at a restaurant. You tell the waiter (the API) what you want, and the waiter brings it from the kitchen (the system you’re connecting with).

Webhook is like a bell that rings every time something happens in a system, like when you get a new message. Instead of asking every time, the system just tells you when there’s something new.

How Do Webhooks Work with Call Agent AI?

With webhooks, Call Agent AI can automatically send information, like call information or customer details, to other apps like Trello, Slack, or Google Sheets. This makes everything faster and easier because you don’t have to do things manually. For example, when a call ends, a webhook can send details to Trello to create a new card, or send a message to Slack to notify your team. This helps transform important data into tasks, notifications, or records automatically, saving you time and reducing the chance of errors.

Common Flow for Adding Webhooks

Generally, adding webhooks for most apps will share the similar steps below.

1

Get Your Information

Each app (like Trello or Slack) will give you special information like an API Key or Token. You’ll need this to set things up.

2

Create the Webhook

In Call Agent AI, you’ll go to your settings and tell the system where to send information (like the URL of Trello).

3

Test and Use

After setting up, you’ll test it to make sure it works. From now on, when something happens in CallAgent AI, it will automatically notify the other app!

Step 0: Find the Webhook Section in the Call Agent AI Admin Panel

To integrate most apps with Call Agent AI and automatically send call data, you’ll need your API Key, Token, and idList. Follow these steps to find where you set up the webhook & APIs.

1

Log In to the Admin Panel

Go to: https://admin.callagentai.com/ Enter your login credentials to access the Call Agent AI Admin Panel.

2

Select the Target Assistant

From your dashboard, locate and open the Assistant where you want to enable the Trello integration.

3

Navigate to the Webhook Settings

In the Assistant configuration panel:

• Click on Settings

• Go to the Webhook section

• Click "Create" to add a new webhook

4

Filling in Webhook Fields

This is where you will enter the API key, token, and idList to share data between Call Agent AI and the custom apps you want to integrate. Keep this in mind as we set up different apps.