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How It Works

┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│   Phone Call    │────▶│   AI Agent   │────▶│   Your API      │
│   Comes In      │     │   (Staffify)    │     │   (CRM, ERP)    │
└─────────────────┘     └─────────────────┘     └─────────────────┘

Step-by-Step Flow

  1. 1You configurean API connection to your system (once)
  2. 2You define actions(API endpoints) the AI can call
  3. 3You assign actionsto specific AI agents
  4. 4During calls, the AI automatically calls these actions when relevant
  5. 5Results are usedto personalize the conversation

Example Conversation

Caller:"Hi, I'd like to check my account balance."
AI internally calls lookup_customer API with customer's phone number
API returns: { name: "Sarah", balance: "$542.00", dob: "1990-05-20" }
AI:"I found your account. For security, can you confirm your date of birth?"
Caller:"May 20th, 1990"
AI:"Thank you Sarah! Your current balance is $542.00. Is there anything else I can help you with?"
Custom Integrations - How It Works