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Webhooks

Table of Contents

  1. Understanding Webhooks
  2. Accessing Webhook Configuration
  3. What Webhooks Enable
  4. Webhook Portal Overview
  5. Creating Endpoints
  6. Webhook Events
  7. Testing Webhooks
  8. Webhook Security
  9. Handling Webhook Failures
  10. Common Use Cases

Understanding Webhooks

Webhooks provide real-time notifications to external systems when events occur in the platform.

What Are Webhooks

Webhooks are automated messages sent from the platform to your systems when specific events happen. They allow you to:
  • Receive instant notifications
  • Trigger automated workflows
  • Keep external systems synchronized
  • React to events programmatically

How Webhooks Work

  1. Event occurs: Something happens in the platform (e.g., call completes)
  2. Webhook triggered: The system identifies subscribed endpoints
  3. Data sent: Event details are sent to your URL
  4. Your system responds: Your endpoint processes the data
  5. Confirmation: Success or failure is logged

Accessing Webhook Configuration

Navigate to the webhook management interface.
  1. Click Webhooks in the main navigation
  2. The webhook management portal loads

Portal Interface

The webhooks section provides:
  • Endpoint management
  • Event type selection
  • Delivery logs
  • Testing tools

What Webhooks Enable

Webhooks power various integration scenarios.

Real-Time Synchronization

Keep external systems updated instantly:
  • Update your CRM when calls complete
  • Sync contact information bidirectionally
  • Maintain accurate records across systems

Automated Workflows

Trigger actions based on events:
  • Create tasks when calls need follow-up
  • Send notifications to team channels
  • Update status in project management tools

Custom Integrations

Build tailored solutions:
  • Connect to systems without native integrations
  • Create custom reporting pipelines
  • Implement business-specific logic

Analytics and Monitoring

Feed data to analytical systems:
  • Real-time dashboards
  • Custom metrics tracking
  • Performance monitoring

Webhook Portal Overview

The webhook management portal provides comprehensive control.

Endpoints List

View all configured webhook endpoints:
  • Endpoint URL
  • Status (active/inactive)
  • Event types subscribed
  • Recent delivery status

Activity Logs

Review webhook delivery history:
  • Successful deliveries
  • Failed attempts
  • Response codes
  • Payload details

Configuration Options

Access settings for:
  • Endpoint management
  • Event subscriptions
  • Security settings
  • Retry policies

Creating Endpoints

Set up new webhook destinations.

Endpoint Requirements

Your receiving endpoint must:
  • Accept HTTP POST requests
  • Return appropriate status codes
  • Process payloads within timeout limits
  • Be publicly accessible (or through allowed networks)

Configuration Steps

  1. Access the webhook portal
  2. Click to add new endpoint
  3. Enter the endpoint URL
  4. Select event types to subscribe
  5. Configure any additional options
  6. Save the endpoint

Endpoint URL

Provide the full URL where webhooks should be sent:
  • Include https:// for security
  • Ensure the URL is accessible
  • Test accessibility before saving

Event Selection

Choose which events trigger notifications:
  • Select all events
  • Choose specific event types
  • Refine based on your integration needs

Webhook Events

Different events trigger webhooks for different activities.

Conversation Events

Events related to calls and conversations: Call Started: When a conversation begins. Call Completed: When a conversation ends. Call Failed: When a call encounters errors.

Contact Events

Events related to contact management: Contact Created: New contact added. Contact Updated: Contact information changed. Contact Deleted: Contact removed from system.

Campaign Events

Events related to outbound campaigns: Campaign Started: Campaign begins execution. Campaign Completed: Campaign finishes. Campaign Paused/Resumed: Campaign status changes.

System Events

Platform-level events: Integration Connected/Disconnected: External service connections change.

Testing Webhooks

Verify your webhook configuration works correctly.

Test Events

Send test events to your endpoints:
  1. Access the endpoint configuration
  2. Click to send test event
  3. Check your receiving system
  4. Verify payload processing

Viewing Test Results

After sending tests:
  • Check delivery status in the portal
  • Review response codes
  • Examine any error messages

Testing Best Practices

Start with test endpoints: Use services that display incoming webhooks for initial testing. Verify end-to-end: Ensure data flows correctly to final destination. Test error handling: Verify your system handles failures gracefully. Check all event types: Test each event type you subscribe to.

Webhook Security

Protect your webhook endpoints and data.

HTTPS Requirement

Always use secure endpoints:
  • HTTPS URLs protect data in transit
  • HTTP may be rejected or warned
  • SSL certificates must be valid

Signature Verification

Webhooks include security signatures:
  • Verify the signature matches expected value
  • Reject requests with invalid signatures
  • Protect against forged requests

Secret Management

Webhook secrets authenticate requests:
  • Store secrets securely
  • Rotate secrets periodically
  • Never expose secrets publicly

IP Allowlisting

If your firewall requires:
  • Webhook requests come from specific IP ranges
  • Documentation provides current IP addresses
  • Update firewall rules as needed

Handling Webhook Failures

Manage delivery issues effectively.

Automatic Retries

Failed webhooks are retried automatically:
  • Multiple attempts with increasing delays
  • Configurable retry policies
  • Eventually marked as failed if all retries fail

Failure Notifications

You may receive alerts when:
  • Endpoints repeatedly fail
  • Delivery success rate drops
  • Specific events fail to deliver

Manual Retry

If needed, manually retry failed deliveries:
  1. Find the failed delivery in logs
  2. Click to retry
  3. Monitor for success

Endpoint Health

Monitor endpoint health:
  • Success rate percentage
  • Average response time
  • Recent delivery status

Troubleshooting Failures

Common failure causes: Endpoint unavailable: Your server is down or unreachable. Timeout: Response takes too long. Invalid response: Non-2xx status code returned. SSL issues: Certificate problems. Payload rejection: Your system rejects the data.

Common Use Cases

Typical webhook implementations.

CRM Integration

Update customer records after calls:
  • Create activity logs
  • Update contact status
  • Track conversation outcomes

Notification Systems

Alert teams about important events:
  • Send messages to chat platforms
  • Trigger email notifications
  • Update dashboards

Task Management

Create follow-up tasks:
  • When calls need human attention
  • When specific outcomes occur
  • Based on conversation properties

Analytics Pipelines

Feed data to analytical systems:
  • Business intelligence platforms
  • Custom analytics databases
  • Reporting systems

Workflow Automation

Trigger automated processes:
  • Update other systems
  • Initiate follow-up actions
  • Synchronize data across platforms

Compliance and Logging

Maintain audit trails:
  • Log all call activities
  • Archive conversation data
  • Meet regulatory requirements

Summary

Webhooks extend the platform’s capabilities by enabling real-time integration with your other systems. By configuring endpoints, subscribing to relevant events, and properly handling webhook data, you can automate workflows, keep systems synchronized, and build powerful custom integrations. Take time to properly secure your webhooks, monitor delivery health, and handle failures gracefully for reliable integrations.