Custom Function Calls
Let your AI do things — not just talk. Trigger APIs, update CRMs, send SMS, and more — mid-call.Available Functions
| Function | Trigger | Example |
|---|---|---|
book_appointment | ”Yes, 3pm Tuesday” | Syncs to GHL/Calendar |
add_tag | Lead 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_slack | High-value lead | Pings sales team |
How to Add a Custom Function
- Go to Agent Editor → Tools → + Add Function
- Choose from pre-built or custom webhook
- Define:
- Name:
send_brochure - Trigger Phrase:
brochure,info pack - Action: POST to
https://yourwebhook.com/send
- Name:
- 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.
