When to use the Typeform voice AI integration
Use Typeform when:- 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.
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.
Choose how to connect Typeform
Build the Typeform voice AI workflow
- 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.
Data to map between DialNexa and Typeform
- 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
High-value Typeform voice AI workflows
Verify the Typeform integration
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.