> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Exist

> Connect DialNexa calls to Exist for row, dataset, lookup result, enrichment record, dashboard event, warehouse record, or review queue workflows.

Exist is a personal analytics app that combines data from various services to help users understand and improve their lives.

<Note>
  Use Exist with DialNexa when spoken context should become structured data that teams can query, enrich, report on, or review.
</Note>

## Where Exist fits in a DialNexa workflow

Exist should receive DialNexa output when the conversation affects a row, dataset, lookup result, enrichment record, dashboard event, warehouse record, or review queue. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

<CardGroup cols={2}>
  <Card title="Join call context" icon="check-circle">
    Match phone or email to CRM, product, billing, support, account, or external IDs before syncing.
  </Card>

  <Card title="Build review queues" icon="check-circle">
    Route low-confidence matches, missing data, suspicious lookups, and edge cases for review.
  </Card>

  <Card title="Power reporting" icon="check-circle">
    Track call reasons, qualified outcomes, missed-call impact, churn risk, and conversion quality.
  </Card>

  <Card title="Normalize call outcomes" icon="check-circle">
    Store intent, category, urgency, product, owner, and next action in fields reporting can trust.
  </Card>
</CardGroup>

## What DialNexa should capture for Exist

* Caller ID, contact ID, account ID, source system, external ID, and match confidence
* Structured outcome, intent, category, sentiment, urgency, product, region, and owner
* Lookup result, enrichment value, qualification fields, revenue signal, support reason, and next action
* Timestamp, duration, transcript URL, recording URL, DialNexa call ID, and raw payload reference
* Data quality fields such as duplicate status, missing fields, confidence, and review needed

## High-value Exist workflows

<AccordionGroup>
  <Accordion title="Caller needs enrichment before routing">
    For this scenario, DialNexa should send structured fields into Exist: matched identity, lookup result, confidence, timestamp, and the decision that depends on it. Keep full transcripts linked, not copied.
  </Accordion>

  <Accordion title="Low-confidence record needs review">
    For this workflow, DialNexa should send Exist a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Campaign quality should be measured">
    DialNexa should send Exist the source, consent state, call outcome, audience impact, and suppression or enrollment decision. The goal is better targeting, not another generic campaign touch.
  </Accordion>

  <Accordion title="Support reasons need trend analysis">
    For this workflow, DialNexa should send Exist a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Lookup result affects eligibility">
    For this scenario, DialNexa should send structured fields into Exist: matched identity, lookup result, confidence, timestamp, and the decision that depends on it. Keep full transcripts linked, not copied.
  </Accordion>

  <Accordion title="Warehouse needs transcript-linked rows">
    For this scenario, DialNexa should send structured fields into Exist: matched identity, lookup result, confidence, timestamp, and the decision that depends on it. Keep full transcripts linked, not copied.
  </Accordion>

  <Accordion title="Duplicate data should be cleaned">
    For this scenario, DialNexa should send structured fields into Exist: matched identity, lookup result, confidence, timestamp, and the decision that depends on it. Keep full transcripts linked, not copied.
  </Accordion>

  <Accordion title="Call outcome should enter reporting">
    For this scenario, DialNexa should send structured fields into Exist: matched identity, lookup result, confidence, timestamp, and the decision that depends on it. Keep full transcripts linked, not copied.
  </Accordion>

  <Accordion title="Use get user profile">
    Use get user profile before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.
  </Accordion>

  <Accordion title="Use get user attributes">
    Use get user attributes before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.
  </Accordion>
</AccordionGroup>

## Workflows that pair Exist with other integrations

* [Exist](/integrations/exist) + [HubSpot](/integrations/hubspot): HubSpot for customer and deal context.
* [Exist](/integrations/exist) + [Google Sheets](/integrations/googlesheets): Google Sheets for manual review queues.
* [Exist](/integrations/exist) + [Slack](/integrations/slack): Slack for alerts on urgent records.
* [Exist](/integrations/exist) + [Zendesk](/integrations/zendesk): Zendesk for support category analysis.
* [Exist](/integrations/exist) + [Google Analytics](/integrations/google_analytics): Google Analytics for source attribution.
* [Exist](/integrations/exist) + [Intercom](/integrations/intercom): Intercom for conversation context.
* [Exist](/integrations/exist) + [Notion](/integrations/notion): Notion for reporting notes.
* [Exist](/integrations/exist) + [BigQuery](/integrations/googlebigquery): BigQuery for central reporting.

## Implementation notes

* Use the DialNexa call ID as the idempotency key before running Exist actions.
* Write a short operational summary into Exist and link to the full transcript or recording for audit.
* Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
* Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

## FAQs

<AccordionGroup>
  <Accordion title="What fields make reporting useful?">
    Intent, category, source, owner, outcome, urgency, customer ID, timestamp, and DialNexa call ID.
  </Accordion>

  <Accordion title="How should low-confidence matches be handled?">
    Send them to a review queue with match reason, confidence, candidate records, and transcript link.
  </Accordion>

  <Accordion title="Can DialNexa enrich callers before routing?">
    Yes, if the lookup is fast and confidence is visible. Use fallback routing when enrichment fails.
  </Accordion>

  <Accordion title="How do we avoid stale data decisions?">
    Include lookup timestamp, source, confidence, and expiration rules.
  </Accordion>

  <Accordion title="What should analysts audit first?">
    Conversion labels, spam suppression, duplicate matching, missing owners, and high-impact categories.
  </Accordion>

  <Accordion title="When should a record be rejected?">
    Reject or review records with missing identity, conflicting external IDs, impossible values, or sensitive data in the wrong destination.
  </Accordion>

  <Accordion title="How should schema changes be managed?">
    Version fields, document meanings, and test downstream dashboards before changing production payloads.
  </Accordion>
</AccordionGroup>