Calls Related — Triggers & Actions

Use RepForce.ai triggers and actions to connect your AI calling flows with automation—personalize conversations in real time and drive follow-ups automatically.

What Are RepForce Tools?

RepForce tools are the building blocks that connect AI calls to your business systems. They enable real-time data exchange, personalized dialogue, and automated post-call tasks.

Real-time enrichment

CRM/DB lookups

SMS & webhooks

Where To Configure

Open Automate Platform → create a flow → choose a Trigger (how the flow starts) and add Actions (what the flow does). Map variables and set timeouts.

Select trigger (Inbound or Call Ended)
Add actions (Return Variables, Add Lead, Send SMS, etc.)
Map data and test

Triggers

Inbound Call — Variable Injection

Fires before the AI answers an inbound call. Use it to fetch customer context and return a JSON payload that gets injected into the AI’s prompt.

Personalize tone, language, and business rules
Define flags and routing preferences
Set conversation parameters (max hold, transfer rules)

Configuration

Select Inbound Call as the trigger
Fetch data (CRM, billing, eligibility)
Return variables as JSON (see example)

{ "customer": {"name":"Jane Doe","tier":"gold","locale":"en-US"}, "flags": {"vip": true, "route_to_sales": false}, "rules": {"max_hold_sec": 10, "voicemail_ok": false}, "persona": "friendly_expert" }

Performance: aim for ≤ 2s. Provide sensible defaults if lookups fail.

Call Ended

Fires right after the AI call completes. It includes transcript, extracted variables, outcome, duration, numbers, and technical metadata—ideal for logging and CRM updates.

What You Get

Full transcript with timestamps
AI decisions, outcomes, and sentiment
Recording URL (if enabled)

{ "id": 12345, "customer_phone": "+1234567890", "assistant_phone": "+1987654321", "duration": 125, "status": "completed", "extracted_variables": {"status": true, "summary": "Interested in Pro Plan"}, "recording_url": "https://app.repforce.ai/storage/recordings/call-12345.mp4", "created_at": "2025-01-15T10:30:00.000000Z", "finished_at": "2025-01-15T10:32:05.000000Z" }

Actions

Add Lead to Campaign

Create a lead from external sources (Sheets, HubSpot, Facebook Leads, etc.) and assign it to a specific AI campaign.

Select the target AI campaign
Map contact fields (name, phone, email)
Add attributes for future call context (e.g., source=fb_lead, priority=high)

Return Variables

Return a structured JSON to the AI for live personalization during inbound calls.

{ "persona": "friendly_expert", "next_steps": ["verify_identity","offer_upgrade"], "limits": {"max_transfer_attempts": 1}, "dynamic_copy": {"upsell":"We have a limited-time discount on the Pro Plan."} }

Match your prompt schema and keep keys consistent for reliable behavior.

Send SMS

Send confirmation messages, reminders, links, or quick updates—using SMS-capable numbers.

Keep messages concise and professional
Include opt-out text if required by local laws
Test deliverability before large sends; monitor delivery rates and cost

"Hi {name}, thanks for speaking with us today. Here’s your link: {url} — Reply STOP to opt out."

Note: SMS availability depends on region/number type. Contact support if unsure.

Best Practices

Variable Injection Performance: keep pre-answer enrichment ≤ 2s
Data Structure: follow your prompt schema; validate JSON; document custom fields
Error Handling: provide fallback defaults; log failures; monitor response times

Quick Recipes

Personalized Greeting on Inbound

Trigger: Inbound Call
Lookup: CRM by caller phone
Action: Return Variables with customer.name and persona
Prompt: “Greet the caller by name and confirm intent.”

Post-Call Summary Text

Trigger: Call Ended
Extract: summary variable
Action: Send SMS with summary + link

FAQ

How do I inject customer context before answering?
Use Inbound Call — Variable Injection and return JSON that matches your prompt schema.

What arrives with the Call Ended trigger?
Transcript, variables, outcome/sentiment, duration, and numbers; recording URL if enabled.

Can I text a caller automatically after a call?
Yes. Chain Call Ended → Send SMS with a template that includes opt-out language if required.