What is the Customer Connector?

The Customer Connector is a powerful, built-in app that directly connects your Voice Agents to the Workflows module.

Think of it as the "bridge" that allows your automations to react to call events (like a missed call) and to initiate actions (like starting an outbound call).

This is a core feature of our platform and a major differentiator.

It allows you to build any call-cycle automation you can imagine natively, without needing to pay for or configure external automation platforms like Zapier, Make, or n8n.

Available Triggers and Actions

The Customer Connector provides the essential building blocks for all call-based automations.

Triggers (When this happens...)

When you build an automation, you can use the Customer Connector as the trigger. You will see the following events available:

• Call Ended: Triggers after a call is fully completed and the post-call analysis (if any) is finished.

• Call Missed: Triggers when a call does not connect.

• Call Started: Triggers the moment a new call (inbound or outbound) begins.

• Call Inbound: Triggers as soon as an inbound call request is received (before it's answered).

Actions (Do this...)

You can also use the Customer Connector to perform actions within your automation:

• Send Outbound Call: This action allows you to programmatically start a new call. You can use dynamic variables from previous steps (like a lead's phone number from your CRM) to define who to call.

Where to Find It: Agency vs. Client View

To make setup seamless, we automatically create and manage the Customer Connector connections for you and your clients. You will find it in two places:

1. In the Client-Specific "Workflows" Tab

For every client you have, a "Customer Connector" app connection is automatically created and added to their Workflows > Apps tab.

• What it's for: When you are building automations for a specific client, you will use this connection. It ensures that your automation is only listening to that client's voice agents.

2. In your Main Agency "Workflows" Tab

In your main Agency Dashboard > Workflows > Apps tab, you will also see a list of Customer Connector connections, one for each of your clients.

• What it's for: This allows you to build and test automations on behalf of your clients from your central agency dashboard. You can select a client's specific connector and build workflows for them without having to log in or switch to their account.

💡 Pro-Tip: Using One Trigger for Multiple Agents

A key feature of the Customer Connector is the ability to select multiple agents for a single trigger.

When you set up a trigger (e.g., "Call Ended"), the app will ask you to select which agents to monitor. You can select one, five, or all of them.

• Why is this so useful? It allows you to apply the same automation logic across multiple agents at once.

• Example: Instead of building 10 separate automations to send a call summary email, you can build one automation.

  • Trigger: Customer Connector > Call Ended

  • Agents: Select Agent A, Agent B, Agent C, and 7 others.

  • Action: Gmail > Send Email (with the call summary).

This single workflow will now run for all 10 agents, saving you a massive amount of time and making your automations much easier to manage.