Thoughtly

Thoughtly – Automate Calls with AI Voice Agents

Thoughtly helps you build and deploy AI voice agents in minutes, transforming how your team handles sales, support, and service calls. With Thoughtly’s drag-and-drop builder, you can create intelligent voice agents that automate repetitive tasks and deliver human-like conversations without months of setup time.

Thoughtly enables seamless call automation by integrating with your existing systems. You can trigger calls and workflows when contact details are updated, ensuring your team stays efficient and responsive.

Key Features of Thoughtly’s Integration

• Trigger Calls: Automatically start AI-powered calls when a contact or lead is updated in your system.

• Automate Tasks: Use Actions before, during, and after calls to keep your workflows updated in real-time.

• Mid-Call Actions: Allow voice agents to perform tasks in your system while on a call.

• Post-Call Automations: Schedule follow-ups, create notes, and more — all automated by Thoughtly.

Actions Available in Thoughtly

• Create Contact: Automatically create new contacts in your system from Thoughtly calls.

• Search for Contact: Ensure your agents always have the latest contact details by searching your system during calls.

• Create Note: Add notes directly to a contact’s profile after calls.

• Get Available Times: Retrieve availability for services to streamline scheduling during calls.

• Schedule Appointment: Book appointments directly from Thoughtly’s voice agent.

Why Use Thoughtly?

• Save Time: Let your AI agents handle routine tasks, freeing your team to focus on closing deals.

• Boost Efficiency: Keep your systems updated without manual data entry.

• Provide 24/7 Support: With Thoughtly, your business can handle inquiries and bookings anytime, anywhere.

How to Get Started

1. First you need to connect your account to Thoughtly.
   There are two ways to do that,
   1. Going to Integrations page and selecting an integration. (You can also find the detailed explanation the in the Thoughtly docs.)
   2. Going to the Automations page and connecting your account there, the details are explained below.

2. You need to select the Automations tab from the sidebar.

3. After you arrive the Automations page, you should create an automation.

4. After the automation is created, you'll be redirected to the editor page. There you'll see the available triggers in the sidebar, and you need to select one.

5. After you select the trigger, try to add an action. Available actions are also listed in the sidebar.

6. Now you can see lot of actions are listed in the sidebar, select the one you'll use.

7. After you select the action, now you need to connect your account to Thoughtly, so you just need to click to add account and a modal will pop up.

8. In the modal, you just need to click "Add Connection" and a window will open, there you just need to login to your account and Thoughtly will handle the rest.

9. Your account is connected! Now you need to configure the action and test it.

10. After you finish configuring the automation flow, you just need to switch it to live and let Thoughtly take care of the rest.
    
    The images of integration and the steps are included below.
    

    Usage of Scopes

    The purpose of the added scopes are make use of the api with the following actions in Thoughtly (via the automations or the mid-call actions as described in the docs link):
    

    • Search for Contact: Ensure your agents always have the latest contact details by searching your system during calls.

    • Create Contact: Automatically create new contacts in your system from Thoughtly calls.

    • Create Note: Add notes directly to a contact’s profile after calls.

    • Get Available Times: Retrieve availability for services to streamline scheduling during calls.

    • Delete Contact: Deletes the contact from the system.

    • Schedule Appointment: Book appointments directly from Thoughtly’s voice agent.

About Thoughtly

Thoughtly is a leading AI call automation platform, enabling businesses to build intelligent voice agents that improve customer engagement and drive revenue. Perfect for sales, support, and service teams, Thoughtly delivers real-time AI-powered conversations that feel human and are always on-brand.

Visit Us: thoughtly.com
Support: support@thoughtly.com