‍Introduction

We just launched a Bland AI Zapier integration, making it exceptionally easy to add a phone number to your website. Now you can answer customers’ questions while offering a fully personalized experience.

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Whether you’re a b2b saas startup, large enterprise, or small business, capturing data about website customers, and gaining visibility into their most commonly asked questions has never been easier.

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In this guide, we’ll show you exactly how to do it.

Getting started

Start by getting an inbound phone number on the Bland developer portal. Next, create a Zapier account and copy this template.

Creating the Zapier Automation

Catch Hook: Collecting Inbound Phone Calls

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Copy your Zapier “Webhook URL”. Then paste it into the webhook field of the developer portal. Make sure to remove the initial “https://” because the developer portal adds it by default.

OpenAI Call: Summarizing Key Information

Sign up for an OpenAI developer account here. Next, create an API key and use it to connect to Zapier.

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Choose the “Send Prompt” event, then enter the following prompt:

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“The following transcript represents a conversation between an AI website assistant, and a human caller. Summarize the person's questions. How did the AI respond? Create a three-sentence summary to share with the sales team. Here's the transcript:”

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Get the “Transcript Text” attribute from the webhook and include it at the end of the prompt.

Slack Notification: Updating your Team

Connect your Slack account and select the “Send Channel Message” event. After, pick a channel, and insert the following message text:

“@channel we just received a phone call on our website:”

Append the “Response” from OpenAI to the end of the prompt.

Going Live

The final steps are to publish your zap and put your company phone number on your website. Now, your users have an easy way to reach you to ask questions and get information, while you have additional insight into your top-of-funnel.

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If you’d like to learn about more automation you can build with AI phone calls, visit our blog, or check out this post about creating an AI appointment scheduler.

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Otherwise, we’ll see you next time!