# CallCow

> CallCow is an AI phone call platform that lets you build, automate, and manage voice workflows. It supports outbound and inbound calls, meeting booking, CRM integrations, and more.

- [App Dashboard](https://www.callcow.ai/dashboard)
- [Roadmap & Feedback](https://callcow.userjot.com/board/all)
- [Support](mailto:yiming@callcow.ai)

## Getting Started

CallCow provides an API and integrations for automating voice workflows. For custom Zapier and n8n workflows, book a meeting at https://www.callcow.ai/login-beta.

## Voice Cloning

Clone your voice in two steps:

1. Go to the Voice tab in the sidebar.
2. Record a 30-second audio snippet and clone your voice.

Your cloned voice can then be used across all workflows. Only the 30-second snippet is stored; actual call audio is not retained.

## Custom Workflows

CallCow offers a workflow builder for creating custom AI call workflows. A video guide is available at https://www.youtube.com/embed/RGvOXRmI6sE. For setup help, book a meeting at http://callcow.ai/schedule-custom.

## Forms

Forms define structured data collection templates that the AI agent fills out during calls. Each form has typed fields, and collected data is stored with the call record.

### Field Types

- **Text** - Free-form text input
- **Number** - Numeric values
- **Email** - Email addresses
- **Phone** - Phone numbers
- **Select** - Single choice from a list of options
- **Multi-select** - Multiple choices from a list of options

### Using Forms

1. Create forms at the /forms page in the dashboard.
2. Add a Form state node in the workflow builder to use during calls.
3. The AI agent conversationally collects the required information.
4. Filled form data appears on the call detail page under /calls.
5. Form data is included in post-call webhook payloads.

## Inbound Contacts

Inbound contacts are people who have called or messaged your agent. Any contacts that have shown interest are saved automatically.

Each contact stores: phone number, name, email, and notes.

### Preferred Number

The preferred number is the default "from" number used when creating new SMS threads or calls with a contact. It is automatically linked when the contact calls or texts a number for the first time.

### SMS Message Threads

You can send and receive SMS messages with inbound contacts directly from CallCow. Open a contact from /contacts/inbound, click New Thread, select a "from" number, and send messages. Each thread shows full message history on a specific number.

## Phone Number Guide

CallCow uses Twilio to handle phone calls. You need a Twilio account with a phone number and API credentials (Account SID and Auth Token).

### Getting a Twilio Phone Number

1. Sign up at twilio.com.
2. Go to Phone Numbers > Manage > Buy a number.
3. Search by country, area code, or capabilities (Voice, SMS).
4. Purchase and copy the number to CallCow workflow settings.

### Twilio API Credentials

Find your Account SID and Auth Token on the Twilio Console dashboard. Keep your Auth Token secret.

### SMS Setup

1. In Twilio Console, go to Messaging > Services and create a Messaging Service.
2. Add your Twilio phone number to the Sender Pool.
3. Set Send a webhook as the integration and enter your CallCow webhook URL.
4. Enable SMS in CallCow for your workflow.

Note: Twilio trial accounts can only send SMS to verified numbers.

### Concurrent Calls Limit

| Account Type | Calls Per Second | Concurrent Calls |
|---|---|---|
| Trial | 1 CPS | 4 |
| Upgraded (without Business Profile) | 1 CPS | Limited |
| Upgraded (with Business Profile) | Configurable | Unlimited |

CPS limits only apply to outbound API calls, not inbound. See https://support.twilio.com/hc/en-us/articles/223180028 for details.

## Voicemail Forwarding

Instead of letting AI take 100% of inbound calls, voicemail forwarding lets AI handle calls only when you fail to pick up. Missed calls are forwarded to the AI agent instead of voicemail.

Setup varies by carrier. See https://youtube.com/shorts/J7nBTLstdPU for a Rogers demo. For help with your provider, book at https://callcow.ai/schedule-custom.

## Transfer to Human

Set up call transfer to a specific number when the caller prefers to talk to a human.

Requires a Primary Customer Profile in your Twilio account: https://www.twilio.com/docs/trust-hub/trusthub-rest-api/console-create-a-primary-customer-profile

1. Create a call transfer integration and enter the transfer number.
2. Update custom workflows via Edit Metadata or basic workflows under Call Transfer.

### Dynamic Transfer URL

For routing to different departments based on the caller, set a Dynamic Transfer URL on the integration. The agent POSTs the caller's number:

```json
{ "number": "+15551234567" }
```

Your endpoint returns the destination:

```json
{ "transferNumber": "+15559876543" }
```

Falls back to the static transfer number if the request fails.

## Bulk / List Calling

Call a list of contacts using a dedicated number.

### Creating a List

1. Upload a CSV at /contacts via Upload Contacts (a list is auto-created).
2. Or create a list directly via Create List at /contacts.

### Start List Calling

Ensure numbers include country codes, then click Start List in the list detail page. Choose a workflow and phone number. Calls run sequentially in the background.

### List Schedule

For large lists, set a schedule to stop calling after a specified time and resume the next day. Update the schedule in the list detail page.

Multiple numbers for list calling is in testing. Contact yiming@callcow.ai to participate.

## Integration Guides

### Embed Website Widget

Two widget types are available:

1. **Floating Widget** - Chat-style widget at the bottom right of the screen.
2. **Inline Widget** - Embeddable in any website section.

Click Embed on Website inside the workflow page to get the integration code. For custom widgets, book at https://callcow.ai/schedule-custom.

### Zapier Integration

1. Accept the invite at https://zapier.com/developer/public-invite/232727/45c3209dfedcd445fe42140ec0463703/
2. Create a new Zap with Facebook Lead Ads, Google Lead Ads, or any lead form as the trigger.
3. Pick "Create Workflow" as the CallCow action.
4. Authorize OAuth and use your workflow ID from CallCow (found in workflow settings).
5. Map fields for name, phone, and email.

### Cal.com Integration

1. Go to app.calcom.com settings.
2. Create an API Key under API Keys in Settings.
3. Set the key to never expire.
4. Copy the key to CallCow.

Remove the key on Cal.com to revoke access at any time.

### Calendly Integration

1. Go to calendly.com/integrations and find API and webhooks.
2. Generate a new personal access token.
3. Copy the token to CallCow.

Revoke the token on Calendly to disconnect at any time.

### TidyCal Integration

1. Go to tidycal.com/integrations/oauth.
2. Generate and copy the API key.
3. Add the key and select the event in CallCow.

Note: Paid bookings cannot be booked via API and are excluded.

### Trafft Integration

1. In your Trafft admin panel, go to Account Settings > Features and Integrations.
2. Search for API and click Set up.
3. Copy the API key and secrets to CallCow.

You also need a Service ID. Create different integrations for different services if using multiple workflows. Bookings are assigned to the first available employee.

### Monday CRM Integration

1. Go to Developer Settings > API token in Monday.
2. Copy the API token.
3. Creating fields for call log and meeting start time is recommended for automation.
4. Extra call context can be passed to workflows.

#### Trigger Calls on Row Creation

1. Create a Monday CRM integration in the Integrations tab.
2. Copy the webhook link from Run Workflow in your workflow.
3. In Monday, go to Integrate > More Integrations > Webhooks.
4. Create a "When an item is created, send a webhook" automation with the copied URL.

Monday API key is only used to fetch new rows and update call status. CallCow never stores CRM data.

## Organization / White Labeling

For agencies managing multiple clients:

1. Go to /settings.
2. Under Parent Organization, select the agency organization on a free account.
3. Link the parent organization for billing.

All usage is tied to one account. Analytics and stats can be shared per client without exposing other clients' data.

## API Reference

Base URL: `https://www.callcow.ai/api`

Authentication: Bearer token in the Authorization header.

### POST /call - Trigger AI Phone Call

Initiates an AI phone call workflow to the specified recipient.

**Request Body (JSON):**

| Field | Type | Required | Description |
|---|---|---|---|
| recipient_phone | string | Yes | Phone number in E.164 format (e.g., +14155552671) |
| workflow_id | string | Yes | ID of the workflow to execute |
| recipient_name | string | No | Name of the call recipient |
| recipient_email | string | No | Email of the recipient (recommended for meeting booking calls) |

**Response (200):**

```json
{
  "success": true,
  "message": "Thanks! Our AI agent will call you shortly."
}
```

**Error Responses:**

- 404: Workflow not found
- 503: Phone number service unavailable

OpenAPI spec: https://docs.callcow.ai/api-reference/openapi.json

## Webhooks

Webhooks send real-time POST notifications when calls complete.

### Setup

Create a webhook in the Integration tab, then update your custom workflow metadata to use it.

### Payload Format

```json
{
  "call_id": "e0f4c895-e3ea-416a-a98a-578e82868473",
  "workflow_id": "008bda4d-b467-4f55-a8ed-803b3d1d69d5",
  "workflow_name": "calendly test (Copy)",
  "phone_number_from": "browser",
  "phone_number_to": "browser",
  "call_status": "not_picked_up",
  "call_summary": "User and assistant exchange greetings.",
  "messages": [
    { "role": "user", "content": "Hi" },
    { "role": "assistant", "content": "Hello. My name is Alex." }
  ],
  "context": "{\"name\": \"John Doe\", \"email\": \"john@example.com\", \"number\": \"+14165551234\"}",
  "form_fills": [
    {
      "title": "Form Title",
      "values": {
        "Email": "john@example.com",
        "Phone Number": "+14165551234",
        "Options": null
      }
    }
  ],
  "created_at": "2026-01-30T14:48:36.371886"
}
```

### Field Reference

| Field | Type | Description |
|---|---|---|
| call_id | string | Unique identifier for the call |
| workflow_id | string | ID of the workflow that handled the call |
| workflow_name | string | Name of the workflow |
| phone_number_from | string | Originating phone number or "browser" |
| phone_number_to | string | Destination phone number or "browser" |
| call_status | string | Status: success, not_picked_up, etc. |
| call_summary | string | AI-generated summary of the call |
| messages | array | Full conversation transcript with role and content |
| context | string | JSON string with custom context data (name, email, phone) |
| form_fills | array | Forms filled during the call (title and values). Only included if forms are in the workflow. |
| created_at | string | ISO 8601 timestamp |

### Handling Webhooks

- Accept POST requests with JSON content.
- Respond with a 2xx status code.
- Process asynchronously if needed.
- Implement idempotency using call_id for duplicate handling.
- Test with browser calls immediately after setup.

### Example Handler (Node.js)

```javascript
app.post('/webhook/callcow', (req, res) => {
  const payload = req.body;
  console.log('Call completed:', payload.call_id);
  console.log('Status:', payload.call_status);
  console.log('Summary:', payload.call_summary);
  const context = JSON.parse(payload.context);
  console.log('Caller:', context.name);
  res.status(200).send('OK');
});
```