Outbound AI Agent – 3. Integrate Agent from Template

In this guide, you will learn how to embed and integrate your AI Promonet Outbound AI Agent to meet your specific needs and workflows.

By following these steps, you can set up your agent to make outbound calls based on data received from your website or preferred platform/CRM.

Steps to Embed and Integrate Your AI Promonet Outbound AI Agent

Embedding the Agent on Your Website

1. Generate Embed Code

1. • In the AI Promonet Workspace, navigate to the Embed Agent section.
   • Use the generated code to embed your AI Promonet agent widget on your website.

2. Include Email Field in Webform (Optional)

1. • Toggle ON/OFF to include an email field in the webform.
   • If turned ON, the form on your website will collect the prospect’s name, phone number, and optional email address.

Good to know: Use this option if you want to have a form on your website where the prospect can input their name, phone number, and (optional) email. Once the form is submitted, the agent will immediately call them.

Integrating with a Platform/CRM via Webhook

1. Set Up Webhook Endpoint

1. • Send data to your agent through a webhook integration. This option allows integration with any software that supports webhook sending.
   • Use the generated URL to send webhook data.

2. Fields for Webhook Endpoint

Good to Know: Field names are case sensitive. The webhook needs to be sent with a POST action.

3. Triggering the Outbound Call

1. • Once AI Promonet receives data at the webhook endpoint, it will immediately trigger an outbound call made by the agent.

Final Step

That’s it! You have now completed the third and final step of creating an outbound call agent from a template. Your agent is ready to make outbound calls based on the data received from your embedded webform or webhook integration.

Use these instructions to seamlessly integrate your AI Promonet Outbound AI Agent into your workflows and enhance your customer engagement.