Outbound AI agent - Integrate with website and API (New UI)

In this guide, you will learn how to embed and integrate your CallFluent Outbound AI Agent to meet your specific needs and workflows.

By following these steps, you can set up your agent to make outbound calls based on data received from your website or preferred platform/CRM.

Steps to Embed and Integrate Your CallFluent Outbound AI Agent

Embedding the Agent on Your Website

1. Getting the Form Embed Code

   • In the CallFluent Workspace, navigate to API & Forms menu to the left.
     
     
   • You can select from multiple pre-made Form Styles
     • Inline widget - Load your form with input fields directly on the webspage, right where you place it.
     • Popup widget - Hides the form behind a floating call widget.
     • Popup link - Add a link to you website that opens a popup with the form
       
       
   • Use the generated code to embed your CallFluent agent widget on your website.
     

2. Customize And Include Optional Fields in The Webform

   • Click on the Edit button that can be found on the upper-right part of the screen to open the customization window
     
     
     
     
   • Here you can directly customize the look and feel of your embedded Website Form
     • CTA Button Color and Text
     • Light or Dark theme for your form
     • Input Fields corner style (rounded or square)
     • Include any other custom fields
       
       
   • 

Good to know: use this option if you want to have a form on your website where the prospect cat input his name, phone number. Once the form is submitted, the agent will immediately call him.

Integrating with a Platform/CRM via Webhook API

1. In the CallFluent Workspace, navigate to API & Forms menu to the left.

2. Click on the Webhook tab

   • Send data to your agent through a webhook integration. This option allows integration with any software that supports webhook sending.
     
     
   • Use the generated URL to send webhook data.
     

3. Fields for Webhook Endpoint

   Field Name	Details
   name	Required field type: text
   phone_number	Required field type: phone number format: +countrycodenumber (e.g., +11234567890)
   email	Optional field type: text

   Good to Know: Field names are case sensitive. The webhook needs to be sent with a POST action.

4. Restrict Webhook By Domain Security Feature
   • Enable this security feature to restrict Webhook receiving by domain. Only the requests made from these domain will be allowed and executed.

5. Triggering the Outbound Call

   • Once CallFluent receives data at the webhook endpoint, it will immediately trigger an outbound call made by the agent.

Final Step

That's it! You have now completed the third and final step of creating an outbound call agent from scratch. Your agent is ready to make outbound calls based on the data received from your embedded webform or webhook integration.

Use these instructions to seamlessly integrate your CallFluent Outbound AI Agent into your workflows and enhance your customer engagement.