# Agent Settings
Source: https://docs.greetmate.ai/agent-settings
Configure your new voice agent in under 5 minutes
## Agents
Each agent in Greetmate is a separate entity that can be configured to handle different types of calls. You can create multiple agents to handle different types of calls, such as sales, support, or billing.
### Edit an agent
1. Go to the [Agent Overview](https://www.greetmate.ai/bot/settings)
2. Click Edit
You can find your bot's extension number in the dashboard. This number is unique to your bot and can be used to make calls. Upon calling the generic number you'll have to enter the extension number to reach your bot.
### Make the agent yours
Follow the steps below to make the agent yours:
# [POST] Make Outgoing Call
Source: https://docs.greetmate.ai/api-reference/endpoint/make-outgoing-call
Initiate an outbound call via Greetmate using JSON body and Bearer auth.
Endpoint:
```
https://www.greetmate.ai/api/make-outgoing-call
```
### Headers
Bearer token used for authentication.
`Authorization: Bearer <api_token>`
Optional duplicate of the bearer token. Often set by Zapier automatically.
`application/json`
`application/json`
Optional. Scope the request to a specific team.
### Body Parameters
Destination phone number in E.164 format (e.g., `+15551234567`).
Optional key-value pairs passed to the workflow/call.
Optional. Specific bot/agent to use.
Optional. Workflow to execute.
Optional. Target team. Prefer the `X-Team-Id` header when possible.
### Request Example (cURL)
```bash theme={null}
curl -X POST "https://www.greetmate.ai/api/make-outgoing-call" \
-H "Authorization: Bearer YOUR_API_TOKEN" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-Team-Id: 42" \
-d '{"number":"+15551234567","custom_variables":{"lead_name":"John Doe","source":"Zapier"},"bot_id":101,"workflow_id":202}'
```
### Example Request (Zapier)
```json theme={null}
{
"number": "+15551234567",
"custom_variables": {"lead_name": "John Doe", "source": "Zapier"},
"bot_id": 101,
"workflow_id": 202,
"team_id": 42
}
```
### Response
```json theme={null}
{
"status": "success",
"call_id": "call_abc123",
"message": "Call initiated."
}
```
# Make outgoing calls with the API
Source: https://docs.greetmate.ai/api-reference/introduction
This guide will help you make outgoing calls using the Greetmate API.
If you're not looking to build API reference documentation, you can delete
this section by removing the api-reference folder.
## 1. Create an API Key
To make outgoing calls, you need an API key. You can create an API key by click on "API Tokens" under "Integrations".
Create a new key and copy it to your clipboard.
## 2. Refer to `Make call` endpoint
The `make-outgoing-call` endpoint is used to make outgoing calls. The endpoint is a `POST` request that requires the following parameters:
See docs for the [Make Call endpoint](/api-reference/endpoint/make-outgoing-call).
# [GET] /api/zapier/call_ended/list
Source: https://docs.greetmate.ai/api-reference/zapier/call-ended/list
Return sample data (last 10 calls with end details) for Call Ended trigger.
> See shared authentication and headers in Zapier API Overview.
### Response Items
* `call_id` (string)
* `from` (string)
* `to` (string)
* `external_number` (string)
* `greetmate_number` (string)
* `direction` (string): `inbound` or `outbound`
* `start_time_utc` (string)
* `start_time_account` (string)
* `end_time_utc` (string|null)
* `end_time_account` (string)
* `transcription` (string|null)
* `summary` (string|null)
* `variables` (object|null)
* `team_id` (integer)
### Example Item
```json theme={null}
{
"call_id": "call_abc123",
"from": "+15551234567",
"to": "+15557654321",
"external_number": "+15551234567",
"greetmate_number": "+15557654321",
"direction": "outbound",
"start_time_utc": "2025-12-01 10:23:45",
"start_time_account": "2025-12-01 05:23:45",
"end_time_utc": "2025-12-01 10:31:12",
"end_time_account": "2025-12-01 05:31:12",
"transcription": "Hello...",
"summary": "Lead asked for pricing.",
"variables": {"lead_name": "Jane Doe"},
"team_id": 42
}
```
# [POST] /api/zapier/call_ended/subscribe
Source: https://docs.greetmate.ai/api-reference/zapier/call-ended/subscribe
Register a Zapier webhook to receive Call Ended payloads.
> See shared authentication and headers in Zapier API Overview.
### Body
Zapier’s Catch Hook URL.
### Request Example
```json theme={null}
{
"hookUrl": "https://hooks.zapier.com/hooks/catch/123/ended"
}
```
### Response Example
```json theme={null}
{ "status": "success", "id": 67890 }
```
# [DELETE] /api/zapier/call_ended/unsubscribe
Source: https://docs.greetmate.ai/api-reference/zapier/call-ended/unsubscribe
Unsubscribe a previously registered Call Ended webhook.
> See shared authentication and headers in Zapier API Overview.
### Body
Subscription ID returned from the subscribe call.
### Request Example
```json theme={null}
{ "id": 67890 }
```
### Response Example
```json theme={null}
{ "status": "success" }
```
# [GET] /api/zapier/incoming/list
Source: https://docs.greetmate.ai/api-reference/zapier/incoming/list
Return sample data (last 10 calls) to help set up the Zap for Incoming Calls.
> See shared authentication and headers in Zapier API Overview.
### Response Items
* `call_id` (string)
* `from` (string): caller number
* `to` (string): callee number
* `external_number` (string): external party number
* `greetmate_number` (string): Greetmate number used
* `direction` (string): `inbound` or `outbound`
* `start_time_utc` (string, `YYYY-MM-DD HH:mm:ss`)
* `start_time_account` (string, account timezone)
* `team_id` (integer)
### Example Item
```json theme={null}
{
"call_id": "call_abc123",
"from": "+15551234567",
"to": "+15557654321",
"external_number": "+15551234567",
"greetmate_number": "+15557654321",
"direction": "inbound",
"start_time_utc": "2025-12-01 10:23:45",
"start_time_account": "2025-12-01 05:23:45",
"team_id": 42
}
```
# [POST] /api/zapier/incoming/subscribe
Source: https://docs.greetmate.ai/api-reference/zapier/incoming/subscribe
Register a Zapier webhook to receive Incoming Call payloads.
> See shared authentication and headers in Zapier API Overview.
### Body
Zapier’s Catch Hook URL.
### Request Example
```json theme={null}
{
"hookUrl": "https://hooks.zapier.com/hooks/catch/123/abc"
}
```
### Response Example
```json theme={null}
{ "status": "success", "id": 12345 }
```
# [DELETE] /api/zapier/incoming/unsubscribe
Source: https://docs.greetmate.ai/api-reference/zapier/incoming/unsubscribe
Remove a previously registered Incoming Call webhook.
> See shared authentication and headers in Zapier API Overview.
### Body
Subscription ID returned from the subscribe call.
### Request Example
```json theme={null}
{ "id": 12345 }
```
### Response Example
```json theme={null}
{ "status": "success" }
```
# Zapier API Overview
Source: https://docs.greetmate.ai/api-reference/zapier/index
Authentication, common headers, and index of Zapier webhook endpoints.
## Overview
All Zapier routes are authenticated and scoped to the current user; optionally, requests can be scoped to a specific team via the `X-Team-Id` header.
* Base URL: [https://www.greetmate.ai](https://www.greetmate.ai)
* Base prefix: `/api`
* Auth: Bearer token (same value can be sent in `Authorization: Bearer ` and `X-API-KEY: `) for Zapier convenience
* Optional team scoping: `X-Team-Id: ` (switches context for the request)
### Authentication and Headers
Bearer token used for authentication. `Authorization: Bearer <api_token>`
Optional duplicate of the bearer token. Often set by Zapier automatically.
`application/json`
`application/json`
Optional. Operate on a specific team context for this request.
> Note: All endpoints are protected. Ensure the token is valid for the user making the request.
***
## Endpoints Index
* Incoming Calls
* [POST /api/zapier/incoming/subscribe](./incoming/subscribe)
* [DELETE /api/zapier/incoming/unsubscribe](./incoming/unsubscribe)
* [GET /api/zapier/incoming/list](./incoming/list)
* Call Ended
* [POST /api/zapier/call\_ended/subscribe](./call-ended/subscribe)
* [DELETE /api/zapier/call\_ended/unsubscribe](./call-ended/unsubscribe)
* [GET /api/zapier/call\_ended/list](./call-ended/list)
* Workflow Item
* [POST /api/zapier/workflow\_item/subscribe](./workflow-item/subscribe)
* [DELETE /api/zapier/workflow\_item/unsubscribe](./workflow-item/unsubscribe)
* [GET /api/zapier/workflow\_item/list](./workflow-item/list)
See the Make Outgoing Call action under Endpoint Examples: [POST /api/make-outgoing-call](/api-reference/endpoint/make-outgoing-call)
# [GET] /api/zapier/workflow_item/list
Source: https://docs.greetmate.ai/api-reference/zapier/workflow-item/list
Return sample data (last 10 calls) focused on workflow variables.
> See shared authentication and headers in Zapier API Overview.
### Response Items
* `call_id` (string)
* `from` (string)
* `to` (string)
* `start_time_utc` (string)
* `start_time_account` (string)
* `variables` (object|null)
* `team_id` (integer)
### Example Item
```json theme={null}
{
"call_id": "call_abc123",
"from": "+15551234567",
"to": "+15557654321",
"start_time_utc": "2025-12-01 10:23:45",
"start_time_account": "2025-12-01 05:23:45",
"variables": {"stage": "qualified", "score": 85},
"team_id": 42
}
```
# [POST] /api/zapier/workflow_item/subscribe
Source: https://docs.greetmate.ai/api-reference/zapier/workflow-item/subscribe
Register a Zapier webhook for a specific workflow item token.
> See shared authentication and headers in Zapier API Overview.
### Body
Zapier’s Catch Hook URL.
Token identifying the workflow item trigger.
### Request Example
```json theme={null}
{
"hookUrl": "https://hooks.zapier.com/hooks/catch/123/workflow",
"token": "wf_item_token_123"
}
```
### Response Example
```json theme={null}
{ "status": "success", "id": 24680 }
```
# [DELETE] /api/zapier/workflow_item/unsubscribe
Source: https://docs.greetmate.ai/api-reference/zapier/workflow-item/unsubscribe
Unsubscribe a previously registered workflow item webhook.
> See shared authentication and headers in Zapier API Overview.
### Body
Subscription ID returned from the subscribe call.
### Request Example
```json theme={null}
{ "id": 24680 }
```
### Response Example
```json theme={null}
{ "status": "success" }
```
# Agent Skills
Source: https://docs.greetmate.ai/bot-skills
Give your agent skills to execute tasks and answer questions.
## Where to find the skill settings?
1. Log in to Greetmate
2. Go to [your agent skills](https://www.greetmate.ai/bot/skills)
## How skills work
Skills are always available to your agent, and they can be used to execute tasks or answer questions. You can add skills to your agent to make it more useful and engaging.
Skills can also be executed during workflows.
## Create a skill
1. Click on the `Create skill` button
2. Choose a skill type
3. Give it a name
4. Provide an example phrase. This will trigger the skill when the agent hears this or a phrase with a similar intention.
5. Enter a response. This is what the agent will say when the skill is triggered.
### Skill types
Respond with a hard-coded phrase when the skill is triggered.
Connect the caller to a live agent.
Read information from a website in real time (e.g. real estate listings).
Take a message from the caller and send it to your email address.
Send a text message to a phone number.
Send a webhook to a URL.
# Introduction
Source: https://docs.greetmate.ai/introduction
Welcome to the home of Greetmate's documentation.
## Setting up
Take the first steps in setting up your Greetmate account.
Get started with Greetmate and set up your agent
Preview your changes before you push to make sure they're perfect
# Make outbound call with Zapier
Source: https://docs.greetmate.ai/outgoing-calls/make-outgoing-call-zapier
This guide will help you make outgoing calls using the Greetmate Zapier integration.
This video will show you how to set up a Zapier integration with Greetmate. You can use this integration to make outgoing calls when a trigger event occurs in another app.
[//]: # ""
# Phone Numbers
Source: https://docs.greetmate.ai/phone-numbers
Configure your new voice agent in under 5 minutes
## Agents
Each agent in Greetmate is a separate entity that can be configured to handle different types of calls. You can create multiple agents to handle different types of calls, such as sales, support, or billing.
### Phone numbers
Each agent will start off with an extension number during your free trial period. You can also assign a dedicated phone number to each agent once you've provided your payment information.
#### 1. Generic Number (Extension Number)
You can find your bot's extension number in the dashboard. This number is unique to your bot and can be used to make calls. Upon calling the generic number you'll have to enter the extension number to reach your bot.
#### 2. Dedicated Phone Number
Once you've provided your payment information, you can assign a dedicated phone number to your bot. This number can be used to make calls directly to your bot without having to enter an extension number.
To do so,
1. Go to the [Agent Overview](https://www.greetmate.ai/bot/settings)
2. Click on the agent you want to assign a dedicated number to
3. Click on the `Get a dedicated number` button
#### 3. Porting a phone number
If you have an existing phone number that you'd like to use with Greetmate, you can port it to our platform. To do so, reach out to our support team at [support@greetmate.ai](mailto:support@greetmate.ai)
# Getting Started with a custom Twilio account
Source: https://docs.greetmate.ai/twilio/getting-started
Learn how to trigger actions when a call has ended
### When to use a custom Twilio account
It is not mandatory to use a custom Twilio account. You can use Greetmate without a custom Twilio account if you don't do any texting and if you don't need to register a 10DLC number or use different country codes.
You can, for example, connect your own Twilio account if you have existing numbers, 10 DLC registrations or if you want to use your own Twilio account for compliance reasons. You can also use your own Twilio account if you want to use Greetmate in a country where we do not have a local Twilio account.
# Intro
Source: https://docs.greetmate.ai/workflows/intro
Our no-code workflow builder lets you create and deploy voice agents workflows in minutes.
# Getting Started with Zapier and Greetmate
Source: https://docs.greetmate.ai/zapier/getting-started
Learn how to trigger actions when a call has ended
## Getting Started with Zapier and Greetmate
This video will show you how to set up a Zapier integration with Greetmate. You can use this integration to trigger actions when a call has ended.
It will also pass any kind of variables you've collected during the call to the Zapier integration.
# Trigger Zaps from Workflows
Source: https://docs.greetmate.ai/zapier/workflow-trigger
Trigger Zaps from inside your workflows
## Workflow Item Trigger Tutorial
This video will show you how to trigger Zaps from inside your workflows.
It will also pass any kind of variables you've collected during the call to the Zapier integration.
## Setting up
Take the first steps in setting up your Greetmate account.
