Automations & Integrations
Connect RepForce.ai to your stack with no-code workflows, webhooks, the REST API, and SIP/PBX telephony integrations.
Overview of Automate Platform
No-Code Workflows
RepForce.ai includes an internal automation engine (similar to Zapier/Make) to build flows — no coding required.
Trigger: Call Ended → Actions: Send Slack notification with outcomes + transcript, update CRM, add spreadsheet row.
For in-depth guides and advanced features, see the dedicated docs: Automate Platform Documentation.
Key Concepts
- Triggers: Events in RepForce.ai (e.g., Call Ended, Inbound Call, Context Injection) or from external apps (e.g., new lead from Facebook/GoHighLevel).
- Actions: Steps that run in response (e.g., send Slack/Email, write to Sheets/CRM, trigger another workflow).
Set Up a Workflow
- Dashboard → Automation → Automate Platform.
- Click Create Workflow.
- Pick a Trigger and add one or more Actions.
- Test the flow and review Logs to monitor runs.
Webhook & REST API
Webhooks
Push real-time events to your systems (e.g., call.ended). Configure your webhook URL in Assistant/Campaign settings or within Automate workflows.
- When to Use: Trigger external actions the moment something happens in RepForce.ai.
- Payloads: Typically include call ID, transcript/recording URL (if enabled), outcomes, and collected variables.
REST API
- Core Functions: Create/update leads, manage campaigns, fetch call data.
- Auth & Limits: API tokens; respect rate limits.
- Docs: https://repforce.ai/api-docs
• CRM Sync: On each new/ended call, post data to your CRM.
• Custom Dashboards: Pull call data into your BI tools.
(Keep tokens secure and test against your dev endpoints.)
Phone System Integrations (SIP / PBX)
SIP Trunks
Connect your existing PBX/VoIP via SIP. Share SIP credentials (server, username, password) and DIDs or extensions; we configure a trunk internally.
- Inbound: AI can answer calls routed from your PBX.
- Outbound: Place calls using your existing number ranges.
- Extensions: If your PBX prefers extensions over full DIDs, we can route accordingly.
Caller ID Forwarding / Conditional Hand-off
If your PBX handles initial routing, you can pass calls to RepForce.ai only under specific conditions (e.g., after hours, overflow, menu options).
- Preserve existing IVR and queues.
- Send selected calls to the AI for handling.
- Return transfers back to agents when needed.
Hybrid Models
Keep humans on PBX during business hours; route after-hours or overflow to AI. Blend AI scale with your agent workflows.
Things to Note
- SIP may require firewall rules or IP allowlisting.
- Carrier/PBX charges still apply, plus RepForce.ai usage fees.
- Validate CLI/CNAM requirements in your regions.
