No-Code Automation

You don't need to be a developer to build complex voice AI workflows. Caller AI is designed to work seamlessly with no-code platforms like Make (formerly Integromat), Zapier, and GoHighLevel.

Mid-Call vs. Post-Call Automation

There are two main ways to automate Caller AI:

Tools (Mid-Call): These happen while the phone is still connected (e.g., checking a database). See the "Tools & Functions" page for this.
Workflows (Pre/Post-Call): These happen before a call (to trigger it) or after a call (to process the results). This page focuses on Workflows.

Popular Use Case: Instant Lead Response

The "Speed to Lead" workflow is the most common automation. It ensures that as soon as a lead fills out a form, they receive a call within seconds.

1. Trigger: User fills out Facebook Ad Form / Web Form

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2. Platform (Zapier/Make): Receives form data (Name, Phone Number)

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3. Action: Send "Create Phone Call" request to Caller AI

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4. Result: Customer's phone rings. The AI greets them by name.

Connecting via Make (Integromat)

Make is highly recommended for Caller AI users due to its flexibility and lower cost compared to Zapier.

How to setup:

Create a new Scenario in Make.
Add the HTTP Module -> Make a Request.
Set method to POST.
Enter your Caller AI API Endpoint (found in your Dashboard Settings).
In the Body, map the `phone_number` and `first_name` fields from your form trigger.
Add your API Key in the Headers (`Authorization: Bearer YOUR_KEY`).

Connecting via Zapier

Caller AI has a dedicated Zapier integration (currently in Beta or accessible via Webhooks).

Triggers (From Caller AI to Zapier):

Call Completed: Triggers when a call hangs up. Sends the transcript, recording URL, and call summary to Zapier.
Call Analysis Completed: Triggers when the AI finishes analyzing the sentiment of the call.

Actions (From Zapier to Caller AI):

Make a Call: Initiates an outbound call.
Add to Campaign: Adds a lead to a specific dialing list.
Update Assistant: Dynamically changes the prompt of an assistant based on external data.

Post-Call Data Processing

Once a call is finished, you likely want to save the data. You can set up a "Post-Call Webhook" in your Assistant Settings.

Example Data Sent to Your Webhook

{
  "call_id": "123456",
  "duration": 45,
  "status": "completed",
  "recording_url": "https://...",
  "transcript": "User: Hello...",
  "analysis": {
    "sentiment": "positive",
    "user_intent": "interested_in_demo",
    "summary": "The user asked about pricing and booked a meeting."
  }
}

You can use this JSON payload to automatically update a Deal Stage in HubSpot, send a summary email to your sales team, or add the recording to a Google Drive folder.