Before You Begin
Connect and validate the provider, identify the exact caller intent that should trigger the action, define required fields, and decide what the agent says when the action fails.DialNexa Agent Integration Responsibilities
When To Use An Integration During A Call
Add An Integration Action To An Agent
1
Connect the integration
Set credentials and validate the connection first.
2
Choose the action
Pick the action that matches the caller-facing outcome, such as a Wati message or Resend email.
3
Write a strict function description
Tell the model when to use the action, what values it needs, and when not to call it.
4
Configure execution speech
In Execution Settings, keep Speak During Execution enabled when an action may take more than 2 seconds, and write the short holding message the caller should hear. The default is
One moment please. Enable Speak After Execution only when the agent should announce the result after the action completes.5
Collect required values
Use dynamic variables if the data is known before the call, or prompt the agent to ask the caller when the data is missing.
6
Test with caller phrases
Test direct requests, vague requests, no-consent cases, and missing-field cases.
7
Review call and invocation evidence
Confirm transcript, action timing, redacted request, provider response, and failure path.
Control What The Caller Hears
These settings change spoken behavior, not whether the integration request runs. Test both a fast response and a response longer than 2 seconds so the prompt, holding message, and result announcement do not repeat each other.
Agent Integration Risks
Action runs too early
Action runs too early
Tighten the function description and prompt. Require explicit caller intent or required data before the model can call the action.
Action never runs
Action never runs
Make the trigger condition clearer and test with direct caller language that should call the action.
Missing field error
Missing field error
Add dynamic variables, collect the value during the call, or move the action into a workflow after post-call extraction.
Credential expired
Credential expired
Validate the integration connection again before editing the agent prompt.
Live call goes silent
Live call goes silent
Check integration latency. If the action does not need to happen before the agent replies, move it to a workflow.