Close CRM AI voice agents that turn phone calls into leads

{
  "type": "webhook",
  "name": "find_lead",
  "description": "Searches Close for the caller's phone number. Returns the IDs and types of matching objects. Use the ID that starts with lead_.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.close.com/api/v1/data/search/",
    "method": "POST",
    "request_headers": {
      "Authorization": {
        "type": "secret",
        "secret_value": "Basic YOUR_BASE64_API_KEY_AND_COLON"
      }
    },
    "request_body_schema": {
      "type": "object",
      "properties": {
        "query": {
          "type": "object",
          "properties": {
            "type": {
              "type": "string",
              "constant_value": "text"
            },
            "mode": {
              "type": "string",
              "constant_value": "exact_value"
            },
            "value": {
              "type": "string",
              "dynamic_variable": "system__caller_id"
            }
          }
        },
        "_limit": {
          "type": "integer",
          "constant_value": 5
        }
      },
      "required": []
    }
  }
}

{
  "type": "webhook",
  "name": "create_lead",
  "description": "Creates a contact for a new caller with their name and phone number. Close creates a new lead named after the contact. Returns the contact, including lead_id.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.close.com/api/v1/contact/",
    "method": "POST",
    "request_headers": {
      "Authorization": {
        "type": "secret",
        "secret_value": "Basic YOUR_BASE64_API_KEY_AND_COLON"
      }
    },
    "request_body_schema": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "The caller's full name."
        },
        "phones": {
          "type": "array",
          "description": "One phone: the caller's number, {{system__caller_id}}, with type mobile.",
          "items": {
            "type": "object",
            "properties": {
              "phone": {
                "type": "string",
                "description": "The caller's number in E.164 format."
              },
              "type": {
                "type": "string",
                "enum": [
                  "mobile",
                  "office"
                ],
                "description": "The kind of number."
              }
            },
            "required": [
              "phone",
              "type"
            ]
          }
        }
      },
      "required": [
        "name",
        "phones"
      ]
    }
  }
}

{
  "type": "webhook",
  "name": "add_note",
  "description": "Adds a note about this call to the caller's lead. Use it once, before the call ends.",
  "pre_tool_speech": "auto",
  "execution_mode": "async",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.close.com/api/v1/activity/note/",
    "method": "POST",
    "request_headers": {
      "Authorization": {
        "type": "secret",
        "secret_value": "Basic YOUR_BASE64_API_KEY_AND_COLON"
      }
    },
    "request_body_schema": {
      "type": "object",
      "properties": {
        "lead_id": {
          "type": "string",
          "description": "The lead ID from find_lead or create_lead. It starts with lead_."
        },
        "note": {
          "type": "string",
          "description": "What the caller asked for and what you told them, in two or three sentences."
        }
      },
      "required": [
        "lead_id",
        "note"
      ]
    }
  }
}

{
  "config": {
    "system_tools": {
      "transfer_to_number": {
        "description": null,
        "pre_tool_speech": "auto",
        "transfers": [
          {
            "destination": {
              "type": "phone",
              "phone_number": "+14155550142"
            },
            "condition": "The caller asks to speak with a person, after the note is added."
          }
        ]
      }
    }
  }
}