Integration · Phone and contact center
AI agents for CloudTalk
Read CloudTalk call history, call details, AI transcripts and summaries, look up agents and contacts, create contacts and notes, send SMS or WhatsApp messages, and start calls that ring an agent first.
- Actions
- 10
- Read
- 6
- Write
- 4
Actions
What your agents can do in CloudTalk
10 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 6
Look things up. Nothing changes.
List calls
Lists the call history at responseData.data[], newest first.
Get call details
Reads everything recorded about one call: date, direction, type (regular, callback, transferred …), status (answered or missed), contact (name, number), internal_number, call_times.
Get a call transcript
Reads the AI transcript of a completed call: data.segments[] (time-stamped lines, each attributed to a caller), data.callers and data.language.
Get a call summary
Reads the AI-written summary of a completed call as summary (plain text).
List contacts
Lists CloudTalk contacts at responseData.data[]: each with Contact.
List agents
Lists the company's CloudTalk agents at responseData.data[].Agent.
Write 4
Create, change or send.
Start a call
Starts an outbound call: CloudTalk first rings the agent (they have 20 seconds to pick up), then dials callee_number (E.164) and connects them.
Send an SMS or WhatsApp message
Sends one text message from a CloudTalk number (sender) to one recipient, both in E.164 format.
Create a contact
Creates a CloudTalk contact with a name and optionally its company, title, website, address, phone numbers (E.164), emails, tags.
Add a note to a contact
Adds a note to a CloudTalk contact, optionally as written by an agent (user_id).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your CloudTalk account.
What you enter
- API Access Key ID
- API Access Key Secret
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your CloudTalk data
Ask a question in plain words. The agent can list calls, get call details or get a call transcript in CloudTalk, then answers with what it found.
- 02
Let an agent update CloudTalk
Have the agent start a call or send an SMS or WhatsApp message in CloudTalk as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Work from your CRM
Give one agent HubSpot and CloudTalk: it can search contacts in HubSpot and start a call in CloudTalk in the same run.
FAQ
CloudTalk and MyDeepAgents
Can MyDeepAgents connect to CloudTalk?
Yes. The CloudTalk connector has 10 actions: 6 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect CloudTalk?
Enter the API credentials from your CloudTalk account. You'll need: API Access Key ID and API Access Key Secret. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in CloudTalk without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use CloudTalk in workflows as well as agents?
Yes. Every CloudTalk action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put CloudTalk to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.