AI Sensy Integration

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Overview

• Send follow-up messages instantly after calls
• Share links, confirmations, or summaries on WhatsApp
• Maintain WhatsApp compliance using approved templates
• Automate WhatsApp outreach without manual effort

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Use Cases

• Call follow-ups after AI calls
• Sending payment or booking links
• Call summaries or next steps
• Reminder messages
• Lead confirmation messages

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Requirements

• Active CallKaro AI account
• Active AI Sensy account (Basic or Pro plan)

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Integration Steps

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Step 1: Get API Credentials from AI Sensy

1. Log in to AI Sensy Dashboard
2. Navigate to Manage → API Keys
3. Copy required credentials based on your plan:

• API Key only

• API Key
• Project ID (from dashboard URL)
• App Password (request from prime.care@aisensy.com)

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Step 2: Create WhatsApp Template in AI Sensy

1. Go to Templates section
2. Click + New Template
3. Fill in template details:
   • Template Name
   • Category (Marketing/Utility/Authentication)
   • Language
   • Message Content
4. Add variables using {{1}}, {{2}}, {{3}}, etc.
5. Submit for approval

Hi {{1}},
Thank you for speaking with us.
Here is your next step: {{2}}

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Step 3: Create API Campaign in AI Sensy

1. Go to Campaigns
2. Click Launch
3. Select API Campaign
4. Enter:
   • Campaign Name (must match exactly in CallKaro)
   • Select approved template
5. Save and activate

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Step 4: Connect AI Sensy in CallKaro

1. Navigate to Dashboard → Integrations
2. Find AI Sensy
3. Click Connect
4. Select your plan (Basic or Pro)
5. Enter credentials:
   • Basic: API Key
   • Pro: API Key + Project ID + App Password
6. Click Save

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Step 5: Configure WhatsApp Action on Agent

1. Go to Agents → Select your agent
2. Navigate to WhatsApp Configuration tab

3. Click Add to create new WhatsApp action
4. Select function type:
   • In-call - Message sent DURING the call
   • Post-call - Message sent AFTER call ends
5. Enter Campaign Name (must match AI Sensy exactly)
6. Map variables to call data:
   • {{1}} → Customer Name
   • {{2}} → Link/Summary
   • {{3}} → Additional data

7. Click Save

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In-call vs Post-call

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In-call Messages

• Booking confirmation link while on call
• Payment link during conversation
• Immediate reference number

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Post-call Messages

• Call summary or transcript
• Follow-up reminders
• Next steps or action items
• Feedback requests

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Trigger Outbound Calls from AI Sensy Chatbot

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Step 1: Open the API Action in AI Sensy

• AI Agent: Go to your agent, open the Actions section, and click + New custom API action.
• Flow: Open your flow and add an API Request node.

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Step 2: Configure the Action

1. Action name - e.g. call_agent
2. When should the agent call it? - describe the trigger, e.g. when user asks to be called
3. Request - set method to POST and paste the CallKaro outbound call URL, or use Paste cURL with the snippet below

curl -X POST https://api.callkaro.ai/call/outbound \
    -H "Content-Type: application/json" \
    -H "X-API-KEY: your_api_key_here" \
    -d '{
      "to_number": "{{to}}",
      "agent_id": "your_agent_id",
      "metadata": {
        "name": "Abhinav",
        "age": 25,
        "city": "Bangalore"
      }
    }'

• Replace your_api_key_here with your CallKaro API key.
• Replace your_agent_id with the CallKaro Agent ID this chatbot should call from. Since the agent is constant for a given action, you can leave it fixed.
• Update the metadata object with whatever variables your CallKaro agent’s prompt expects. Any value can be turned into a variable using {{ }}.

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Step 3: Confirm Variables

• Toggle on {{to}}, rename it to to_number, and bind it to the caller’s mobile number attribute (e.g. $MobileNumber) - click Create if the attribute doesn’t exist yet.
• Leave agent_id untoggled if it should stay fixed, or toggle it if you want the chatbot to pick between multiple CallKaro agents.
• Map any metadata fields (e.g. name, age, city) to existing AI Sensy attributes, or leave them as fixed values.

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Step 4: Test and Save

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Best Practices

• Match Campaign Names Exactly - Case-sensitive matching required
• Use Approved Templates Only - Wait for approval before going live -Clear Variable Mapping - Map variables to existing call metadata
• Test Before Live - Make sample calls to verify configuration