Function Calling (Actions)

Actions are the automation tools behind your voice agent. They allow your agent to perform tasks, not just talk, such as booking appointments, transferring calls, sending emails/SMS, and even triggering custom workflows via API. Think of Actions as “function blocks” that you can link to your agent’s prompt. When the prompt calls an Action, it’s like pressing a button to get something done automatically.

Why Use Actions?

Without Actions, your agent is limited to just conversation.
With Actions, your agent can:
- Automatically check calendar availability and book appointments
- Transfer calls to real humans
- Collect and send lead data
- Send confirmation SMS or emails
- Trigger CRM/webhook integrations and much more.

Use Actions to turn conversations into conversions.

Available Action Types

1. End Call Action

Gracefully ends the conversation when the agent completes its task.

2. Call Transfer Action

Transfers the call to another phone number, agent, or department.

3. Calendar Booking Action

Book an appointment using your connected calendar service.

4. Extract Call Info Action

Captures caller details like name, email, or custom inputs during the conversation.

5. Send Call Event Action

Triggers a webhook or event immediately after the call ends (e.g., to CRM or automation platforms).

6. Send Email Action

Send an email during or after the call with relevant information.

7. Send SMS Action

Sends a text message automatically (e.g., confirmation, links, updates).

8. Custom Action

Executes custom API calls or workflows defined by your client.

How It Works

1. Create Actions

From the Actions tab in the client account, you can create any of the supported action types.

2. Link to Prompt

Inside your agent’s prompt, reference the Action by using the defined name (e.g., #Send_SMS or #Book_Calendar).

3. Trigger Automatically

When the agent reaches that part of the conversation, the linked Action will execute in real time.

Prompt (Using Actions)

Hi, thanks for calling.
Ask for the caller's name and phone number.
Use #Book_Calendar to schedule a meeting.
After booking, use #Send_SMS to send confirmation details.
Say goodbye and use #End_Call to finish the call.

Important

Each Action must be created and configured first before linking it in the prompt.
You can reuse Actions across multiple agents.
Custom Actions allow powerful API-based workflows tailored to your client’s business logic.