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Custom Function Calls

Let your AI do things — not just talk. Trigger APIs, update CRMs, send SMS, and more — mid-call.

Available Functions

FunctionTriggerExample
book_appointment”Yes, 3pm Tuesday”Syncs to GHL/Calendar
add_tagLead says “interested”Tags in CRM: hot-lead
send_sms”Send me the link”Sends via Twilio
transfer_call”Speak to manager”Routes to human
notify_slackHigh-value leadPings sales team

How to Add a Custom Function

  1. Go to Agent EditorTools+ Add Function
  2. Choose from pre-built or custom webhook
  3. Define:
    • Name: send_brochure
    • Trigger Phrase: brochure, info pack
    • Action: POST to https://yourwebhook.com/send
  4. Test in Playground

Agency Scaling Tip

  • Create function templates (e.g., GHL Tag + SMS)
  • Clone per client
  • Only change webhook URL and tag name
  • Deploy in seconds

All functions are logged in call transcript for compliance.