Video Tutorial
Transcript
Transcript
All right, so in this video, we're going to walk you through how to actually trigger an agent. And at the time of recording, the main trigger that we support right now is web hooks. We are going to expand out, so as we do, I'll come back and I'll add more to this video. But for now, what you're looking at is just the web hook U R L trigger. So if it looks different on your screen right now, I apologize. We shot this way in advance. We will be adding onto it, but the first thing we're gonna do is we're going to actually copy this trigger U R L. So there's two ways to do it. As you see, you can copy it here, agent trigger U R L copied, or as of now, you can go back and you can actually copy the U R L from up here. So you hit that button and it does the same thing. So those this button as well as this button, they both copy the trigger URL.
Now, once you've copied the trigger URL, which is just a web hook, you then need to go and find the actual workflow. So in this one, we're gonna do this one here. So this is the workflow we're going to use Go high level for this example. This works across any automation platform, whether that's here make dot com and an um probably whatever you guys are using that you want to send web hooks works with our system. But let's assume that we're looking at Go high level just for simplicity's sake here and we want to trigger every time this form submits.
So let's say this is a new lead form submission and in a real world use case, we're probably gonna be sending them to a booking page and we're going to want to do is create a four minute wait step. That way, if they do book in another automation, the first action that's gonna happen is removed from workflow. Again, this is specifically for go high level. I'm sure you can do this up with here.com, it takes maybe a bit more work, but you're going to remove from workflow, you're gonna do another workflow and then you're just going to find this workflow right here, whatever test is in another automation, when the trigger is the customer booked, it will remove them from this workflow that way they won't get followed up with. But assuming they don't book the appointment, we'll wait four minutes, give them four minutes to self book. That way if they do self book, we can cancel this automation completely using another automation.
But if they don't book within four minutes, what we're going to come down to do is we're going to search web hook. We're not going to hit custom, we're just going to hit this one, normal webhook. We're going to take that URL that we pasted and we're going to copy it. We're going to paste it right in there as all you got to do. You're probably going to ask you if we're going to do a post or get a post is what you're going to do. If you don't understand web hooks, we're going to do some web hook training as well.
Post means you're sending data to get means you're receiving data from. So we don't want to receive data from Agent Kong, we want to send the data to Agent Kong. I believe most of the time it's gonna be post um on high level right of the gate, I think with other platforms as well, but post is what we're looking for so we can send the data into Agent Kong's platform. We're going to save the action. Now, every time this web hook gets triggered, it then sends the data off to Agent Kong, which allows this to get triggered. And then once this gets triggered, it'll go boom, it'll send it this way, this way and this way.
And that's where it will actually engage in the workflow or if I open what's up, you'll see the WhatsApp one, it'll wait one minute and then it will send this message on WhatsApp and keep going forward. So that is how you trigger an agent fairly simple in my opinion, you just grab the webhook URL and then you put it inside of your automations platform and every time that automation platform triggers and we have a name, an email and a phone number, our system automatically picks it up, it'll find the contact in our system. If there's not one there, we'll create a contact in our system that way we can send them a text and an email. So that is how triggering works.
You might also want to trigger a kill agent, which is what we're going to do in the next video.
Triggering Agents & Multi-Channel Workflows
The Agent Trigger is the starting point of any automated conversation in Agent Kong. It serves as the gateway that initiates a workflow for a specific contact. Currently, agents are activated via a unique Webhook URL, which allows for seamless integration with virtually any external automation platform.
How to Trigger an Agent
Activating an agent is a straightforward process that involves copying its unique webhook URL and using it in an external system's automation workflow.
Locate the Agent Trigger: The Agent Trigger is the very first node in your Agent Hub. This node contains the unique webhook URL for this specific agent.
Copy the Webhook URL: You can copy the URL in two ways:
From the Agent Hub: Click the "Copy" icon on the "Agent Trigger" node.
From the AI Agents Dashboard: On the main "AI Agents" page, find your agent in the list and click the "Copy Trigger URL" icon.
Integrating with Your CRM or Automation Platform
Once you have the webhook URL, you can use it to trigger your agent from any platform that supports webhooks, such as GoHighLevel, Zapier, or Make.com.
A common use case is triggering an agent when a new lead fills out a form.
Example Workflow in GoHighLevel:
Workflow Trigger: The automation starts when a "Form Is Submitted."
Wait Step: It's highly recommended to add a Wait step immediately after the form submission (e.g., wait for 4 minutes). This gives the lead a chance to book an appointment themselves from a thank you page before the AI agent reaches out. If they do book, a separate automation can remove them from this outreach workflow.
Webhook Action: Add a "Webhook" action and paste the copied Agent Trigger URL into the URL field. Ensure the method is set to POST.
Pro Tip: Use POST NOT GET
When configuring your webhook, you will typically see options for "POST" and "GET."
POST: Use this method. It means you are sending (posting) contact data to Agent Kong to start the conversation.
GET: This method is used for retrieving (getting) data from a source and is not used for triggering agents.
Understanding Multi-Channel Activation
When the Agent Trigger is activated, it initiates the workflow across all connected and enabled channels simultaneously (SMS, WhatsApp, Email).
SMS & iMessage: The workflow for SMS will begin.
WhatsApp: The WhatsApp workflow will start.
Email: The Email workflow will also be initiated.
To prevent sending a user three messages at the exact same time, you must use the Wait Node within your individual channel workflows to create a staggered and more natural outreach sequence. For example, you can have the SMS send instantly, wait one minute before sending the WhatsApp message, and wait another three minutes before sending the email.
