CallRail is a leading call tracking and analytics platform that helps businesses understand and optimize their phone-based customer interactions.
Enhance your call data with AI Agents that can automatically analyze conversations, qualify leads, and improve customer engagement.
CallRail provides deep insights into phone interactions and customer engagement. Relevance AI transforms this data into intelligent AI Agents that can analyze conversations, automate responses, and drive better customer experiences.
Insightful Analytics
The agent harnesses call data to deliver actionable insights for informed decision-making.
Dynamic Engagement
Real-time analysis enables the agent to adapt interactions based on customer behavior.
Proactive Follow-ups
The agent automates timely follow-ups based on call interactions, improving customer retention.
Relevance AI gives you access to CallRail's call tracking and analytics capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A CallRail account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your CallRail data. Relevance AI handles API operations through CallRail's endpoints—managing authentication tokens, request formatting, and rate limits automatically.
Built-in validation ensures your call tracking and analytics data flows smoothly between platforms, with automatic error handling and response parsing.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the CallRail + Relevance AI integration without writing code:
- Configure call tracking: Set up proper call tracking numbers and tags in CallRail first.
- Use proper authentication: Ensure OAuth credentials are correctly configured for API access.
- Organize call data: Structure your call tracking campaigns and tags for easier data analysis.
- Monitor API usage: Stay within CallRail's API rate limits to prevent disruptions.
- Validate responses: Test API endpoints with small data sets before implementing larger workflows.
