Retell Ai

Retell AI For CRM

Retell AI enable seamless creation, management, and control of AI-powered conversations directly within your automation workflows. These actions allow businesses to launch real-time chats, manage conversational agents, and maintain full control over ongoing and completed interactions—ensuring consistent, scalable, and intelligent customer communication.

By embedding conversational intelligence into workflows, Retell AI Actions help teams automate engagement, streamline support, and deliver responsive AI-driven experiences.

Available Actions & Capabilities

Create Chat

Start a new AI-powered conversation instantly. This action is ideal for initiating customer interactions triggered by events such as form submissions, inbound messages, or workflow steps.

Update Chat

Modify an active conversation by updating chat attributes, context, or metadata, ensuring the conversation stays aligned with real-time workflow logic.

Get Chat

Retrieve detailed information about an existing chat session. This allows workflows to reference conversation status, history, or identifiers for further automation.

End Chat

Gracefully close an active conversation when an interaction is completed, transferred, or no longer required—keeping conversations organized and efficient.

Create Chat Agent

Create a new AI chat agent with defined behavior, personality, and configuration. This enables businesses to deploy purpose-built agents for sales, support, onboarding, or information delivery.

Get Chat Agent

Retrieve configuration and details of an existing chat agent, making it easy to review or reuse agent setups across workflows.

Update Chat Agent

Modify an existing agent’s behavior, prompts, or configuration to continuously improve conversation quality and performance.

Delete Chat Agent

Remove chat agents that are no longer needed, helping maintain a clean and well-organized agent environment.

Practical Use Cases

Automated Customer Engagement

Trigger AI chats automatically when users take specific actions, ensuring instant responses without manual intervention.

AI-Driven Support & Assistance

Deploy chat agents to handle common inquiries, qualify users, or guide them through processes in real time.

Dynamic Conversation Management

Use workflow logic to retrieve, update, or end chats based on user behavior or system events.

Scalable Agent Management

Create and manage multiple AI agents for different use cases while maintaining consistency across automated interactions.

Support & Learning Resources

Retell AI Actions are backed by comprehensive documentation and implementation guidance. Teams can quickly learn how to deploy, manage, and optimize conversational workflows with confidence.

Fast Setup & Easy Integration

Setup is straightforward and requires minimal configuration. Retell AI Actions integrate seamlessly into your automation workflows, allowing you to launch intelligent conversations without complexity.

Why Choose Retell AI ?

• Real-Time Conversational Automation – Launch and manage AI chats instantly

• Agent-Based Intelligence – Build and customize AI agents for specific roles

• Workflow-Ready – Fully compatible with event-driven automation

• Operational Efficiency – Reduce manual handling of conversations

• Scalable Communication – Support growing interaction volumes with ease