The goal of this tutorial is to guide you on how to automate actions triggered by the end-of-call reports generated by the AI agent, using Zapier, thereby enhancing productivity and ensuring timely follow-ups.
Key Steps
Create a New Zap in Zapier
Log in to your Zapier account.
Click on "Make a Zap" to create a new Zap.
Set Up Trigger
Search for "Webhooks" in the trigger app.
Select "Catch Hook" as the trigger event.
Click "Continue" and copy the provided webhook URL.
Configure Nedzo Account
Log in to your Nedzo account.
Navigate to the agents page.
Select the appropriate support session (e.g., Bail Bonds).
Go to "Actions" and find "Post Call Webhook."
Paste the copied webhook URL into the designated field.
Test the Webhook
In Zapier, click "Test Trigger" to check if data is being received.
If no data is found, use the "Test Webhook" function to send test data.
Re-test the trigger to confirm data reception.
Set Up Actions Based on Triggered Data
Choose the desired action app (e.g., HubSpot, Gmail, or SMS).
For example, to send an email:
Select "Gmail" and connect your account.
Choose "Send Email" as the event.
Fill in the required fields (To, From, Subject, Body) using dynamic data from the webhook.
Utilize Additional Automation (Optional)
You can add more actions like sending a text message or updating CRM fields based on the call data.
Consider integrating with OpenAI (GPT) for generating follow-up emails based on call transcripts.
Finalize and Test the Zap
Review all configurations and ensure all steps are complete.
Click "Test & Continue" to verify the entire workflow.
Once confirmed, turn on the Zap to activate automation.
Cautionary Notes
Ensure that the webhook URL is correctly pasted in the Nedzo account; any errors can result in data not being sent.
Double-check that all dynamic fields in emails and other actions are correctly mapped to avoid sending incorrect information.
Test the entire workflow thoroughly before relying on it for live operations.
Tips for Efficiency
Use descriptive names for your Zaps and actions to easily identify their purpose later.
Regularly review and update the Zap configurations to adapt to any changes in your processes or tools.
Consider setting up notifications in Zapier to alert you of any errors or issues in the automation process.
Document any changes made to the Zap for future reference and training purposes.