Phonely

Phonely is Waypath's outbound AI voice channel. The Prospect and Campaign buddies can place AI voice calls to customers via Phonely's outbound campaign webhook; post-call transcripts and sentiment land back in the workspace graph as Touchpoint nodes (channel: 'voice'), closing the correlation loop with email, CRM, and signal events.

01How it works

Phonely doesn't expose a one-off REST endpoint to place a single call — campaigns are the unit of placement. Waypath uses Phonely's Webhook data source pattern: you create a campaign once in Phonely with Webhook as its source; Phonely returns a unique URL; Waypath POSTs { phone_number, name, ... } to that URL each time the agent decides to call someone, and Phonely dials within seconds.

Waypath agent → place_call tool
              → POST { phone_number, name, intent, ... } to Phonely campaign webhook
              → Phonely dials immediately
              ← post-call webhook { callId, duration, sentiment, transcript, ... }
              → Waypath updates the Touchpoint node + WS broadcast

02Setup

1. Create a Phonely outbound campaign with a Webhook source

1. In Phonely, create a new Outbound Campaign.
2. For the data source, pick Webhook.
3. Phonely will display a unique URL (something like https://api.phonely.ai/campaigns/<id>/webhook).
4. Copy the URL — you'll paste it into Waypath in step 3.
5. Map the variables Phonely will pass to your agent's prompt — at minimum {phone_number} and {name}. Waypath also sends {intent} and any extra {variables} you pass at place-call time.

2. Configure the post-call webhook

1. Still in the Phonely campaign config, set the Post-call webhook URL to https://api.waypath.app/api/webhooks/phonely?workspace_id=<YOUR_WORKSPACE_ID>. Find your workspace ID in Settings → Workspace.
2. (Optional but recommended) generate a long random string and configure it as the post-call signing secret in Phonely. Paste the same string into Waypath in step 3 under "Post-Call Webhook Secret".

3. Connect Phonely in Waypath

1. Open Settings → Integrations → the Phonely · Voice card.
2. Paste:
   • API Key — your Phonely X-Authorization key from https://app.phonely.ai/settings?tab=profile
   • Campaign Webhook URL — from step 1
   • Default Agent — picked from a dropdown populated by your Phonely account (Waypath calls GET /agents to list them)
   • Caller Number (optional) — the number Phonely should dial out from
   • Post-Call Webhook Secret (optional) — what you set in step 2
3. Click Connect Phonely. Waypath validates the API key against GET /agents and persists everything encrypted on your workspace.

03Usage from the agent

The Prospect and Campaign buddies share two tools:

• place_call({ customerId, intent?, variables? }) — places an outbound AI call. Writes a queued Touchpoint immediately (so the operator sees the dial in the customer's timeline) and forwards the placement to Phonely. Returns { touchpointId, status: 'queued' }.
• summarize_call({ touchpointId }) — reads the completed call's transcript, sentiment, summary, and recording URL back from the Touchpoint, so the agent can reason about what was said before drafting a follow-up.

Sample prompts:

"Call Sarah Chen at Acme — confirm whether last week's pricing concern is resolved."
"For each hyper-signal customer with a phone number, place a call. Cap at 5."
"Read me the transcript of touchpoint tp_42, then draft a follow-up email."

04Post-call payload

What the post-call webhook ships (per Phonely docs):

Waypath also sets phonely_status: 'completed' and completedAt (ISO).

05Behaviour notes

• Dialling is asynchronous. place_call returns as soon as the placement has been accepted by Phonely. The transcript may take 30s–10min to land depending on call duration. The agent narrates this to the operator ("Dialling now — transcript will land via webhook when the call ends.").
• Phone-required. Customers without a phone number on file return customer_no_phone. Identity resolution by phone (already 0.9 confidence in Waypath) means the post-call webhook can also link a transcript to a Customer when only the phone is on file.
• Webhook-only auth. The campaign webhook URL itself is the placement credential — keep it private. Waypath refuses to POST to any URL that isn't https://*.phonely.ai/.
• Voice ≠ Twilio. Twilio in Waypath is a read-only voice/SMS importer (call history sync). Phonely is the outbound AI dialler. They can coexist.