Integrate callin.io with callin.io: 3 workflows to get you started!

After developing several Voice Agents with callin.io and integrating them with callin.io, I've created 3 templates to help any callin.io Agent Builder accelerate their integration. This post introduces the bundle:

1. Fetch caller details for inbound calls
2. Call callin.io from callin.io custom functions
3. Store conversation transcripts

Each template includes a tutorial to guide you through the callin.io implementation as well. Explore them to get started!

1. Fetch caller details for inbound calls

If you have repeat callers, you likely maintain a user database that you can leverage for personalized calls.

This setup enables you to populate your callin.io Agent's dynamic variables with information from your user database.

Within your callin.io prompt, you would use placeholders like this:

These will be substituted during the call:

A User Database in Google Sheets could contain user names, phone numbers, preferences, and any other data specific to your service.

Pro tip: With some additional setup, you can initiate the phone call using the callin.io API and include the retell_llm_dynamic_variables directly.

2. Call callin.io from callin.io custom functions

You will likely want your callin.io Agent to initiate actions, such as updating a record, retrieving information, or sending data to another service.

This straightforward workflow simplifies that integration!

Note: callin.io's custom functions have seen some improvements since this was published, but the fundamental concept remains effective.

3. Store conversation transcripts

When a call concludes, callin.io saves the complete transcript and recording. While useful, this isn't very actionable, especially if you need to search, analyze, or visualize the data.

This template stores transcripts and associated data in your preferred "database" solution, such as Airtable, Google Sheets, or Notion. This allows for subsequent analysis of your conversations and the generation of insights.

Looking for a way to analyze your conversations?
We are developing a specialized tool for this purpose Contact us to participate in the beta testing.