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DialogBot includes a built-in automation engine — similar to Zapier or Make — that lets you connect your calling activity to the tools you already use, without writing a single line of code.

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How It Works

Every automation is made up of two parts:
  • Trigger — an event that happens inside DialogBot , such as a call ending or an inbound call arriving.
  • Action — what happens in response, such as sending an email, updating a spreadsheet, or posting to a webhook.
For example: a call ends → a Slack notification is sent with the call outcome and transcript.

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Common Use Cases

Post-Call Data Handling

Log call transcripts to a database or notify your team when a new lead is captured.

Lead Import

Automatically pull new leads from a Google Sheet or CRM into an outbound campaign.

Appointment Scheduling

Once a caller confirms a time with the AI, create or update a calendar event automatically.

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Setting Up a Workflow

1

Open Automations

Go to Automations in your dashboard and click Create Workflow.
2

Choose a trigger

Select a trigger event — for example, Call Ended — and choose which assistant it applies to.
3

Add actions

Add one or more actions to run in response, such as Send Email to Team, Add Row in Google Sheets, or Send Webhook.
4

Test and monitor

Run a test call to trigger the workflow, then check the automation logs to confirm everything executed correctly.
Start with a single trigger and a single action until you’re comfortable with how workflows run. You can layer complexity — branching logic, multiple actions, conditionals — once the basics are working.

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Key Concepts

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Triggers

Triggers are events that originate inside DialogBot . Currently supported triggers include:
  • Call Ended — fires after every completed call
  • Inbound Call Context Injection — fires when an inbound call arrives, allowing you to fetch and inject data before the AI responds

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Actions

Actions are the steps that execute when a trigger fires. Examples include:
  • Send an email
  • Post a message to Slack
  • Add or update a row in Google Sheets
  • Send a webhook to an external endpoint (your CRM, database, or custom service)
For a full list of available triggers and actions — including advanced features like conditional branching and multi-step flows — see the Automation Platform documentation.