The Typeform voice AI integration helps teams call respondents with the context they already submitted. It is most useful for lead qualification, applications, feedback follow-up, and research when the original response remains unchanged and the call outcome is stored in a business system.
A catalog page describes a possible workflow. It does not confirm that a native Typeform connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If Typeform is not listed, use a custom function, agent webhook, or external automation service.
- A submitted form includes valid consent and a phone number for follow-up.
- The agent needs selected answers to avoid asking the same questions again.
- Qualification or clarification happens by phone.
- The CRM, ATS, research database, or support system owns the call outcome.
Best first workflow: Trigger a call from a new eligible response, pass only the required answers to the agent, and write the call outcome to your system of record using the response ID.
Before you begin
Prepare the following:
- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A Typeform account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
- DialNexa call ID, call direction, status, and final outcome
- Caller name, phone number, email, and matched customer or account ID
- Structured fields collected during the call, including consent where required
- Short operational summary, requested next step, owner, and due date
- Transcript or recording link only when your privacy policy allows it
- Typeform record ID, record URL, update timestamp, and integration result
Run a test call and confirm that:
- The form, response ID, phone number, consent, and eligibility rule are correct.
- Only the selected answers needed for the call are passed to the agent.
- The original Typeform response remains unchanged.
- The response ID and DialNexa call ID link the form, call, and destination record.
- Incomplete, sensitive, duplicate, or failed workflows create a review task.
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