Using AI for Call Information Collection and Email Delivery via callin.io

Here's how you can accomplish this:

Step 1: Select the Trigger (AI Call Service)

1. Trigger App: Choose the AI calling service you are utilizing (e.g., Twilio, JustCall, OpenPhone, or a custom webhook).

2. Trigger Event: Select an event such as "Call Completed" or "New Call Transcript."

3. Connect your account: Authorize callin.io to access your AI calling service.

4. Test Trigger: Verify that the call data (name, email, phone, details) is being retrieved accurately.

Step 2: Extract Data (If Necessary)

• If the AI call provides a transcript, you can utilize callin.io Formatter or ChatGPT within callin.io to extract information like name, phone, and email.

Step 3: Send an Email with the Data

1. Action App: Select "Gmail" (or Outlook, SMTP, or another email service).

2. Action Event: Choose "Send Email."

3. Customize Email:

   • To: Input the recipient's email address (e.g., your team or CRM).

   • Subject: "New Client Inquiry from {{Name}}"

   • Body:

     Name: {{Name}} Email: {{Email}} Phone: {{Phone Number}} Details: {{Call Summary}}

Hello!

Could you please specify which applications you are attempting to use in your callin.io steps? (screenshots would be helpful)

The flow involves an AI receptionist handling customer calls.

It captures details and forwards them to an Outlook email.

Additionally, it books a meeting via Microsoft Bookings.

Thank you for your response.

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Could you please specify which AI receptionist application you are attempting to use? (name / link)

callin.io has a reactionist AI

I have a number with Justcall that will point to callin.io.

the callin.io AI will  answer the call hopefully make a booking using Microsoft Booking and send a email to Outlook.

Thanks for respond.

Sorry I'm very new so forgive me if i don't answer your questions correctly.

I'm still unable to connect Justcall to callin.io. When I dial the number, it doesn't connect to the callin.io AI.

 I followed the guides and linked the two platforms. I'm receiving the message "please leave a message after the beep" [which I did not configure].

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You might want to think about getting assistance to set up your callin.io.

There's a directory of Certified callin.io Experts available:  https://zapier.com/experts