Customer Call Follow-Up Agent

How to use this template

This agent requires the following configurations to function:

Set up the template

To set up the template, do the following:

1. Clone the agent template from the Flows workspace.

2. Set up Slack:

   • Create a Slack app.

   • In Postman, open the module’s Configurations panel and save the following credentials:

     • slack_bot_token

     • slack_user_id

3. Get your Zendesk credentials. In Postman, open the module’s Configurations panel and save the following credentials:

   1. Zendesk API Key: zendesk_api_key

   2. Zendesk Ticket URL: zendesk_ticket_url

4. Set up Zoom:

   1. Create a Zoom Marketplace app with these scopes:

      • meeting:read:meeting

      • recording

      • cloud_recording:read:recording

      • cloud_recording:read:list_recording_files

   2. In Postman, open the module’s Configurations panel and save the following credentials:

      • zoom_client_id

      • zoom_client_secret

      • zoom_refresh_token

5. Get your Notion credentials. In Postman, open the module’s Configurations panel and save the following credentials:

   1. notion_api_key

   2. notion_parent_page_id

6. Trigger the agent manually by doing either of the following:

   1. Enter a Zoom meeting_id in a scenario

   2. Set up a webhook trigger in Zoom to trigger the Action

7. Review the output:

   1. Check Slack for a meeting summary

   2. Check Notion for logged action items

   3. Check Zendesk for any created support tickets