VitalPBX AI Agent – Use Caller ID to Query Database via API

VitalPBX
1

We’re working with the real-time AI agent in VitalPBX and want to use the caller’s phone number to pull data from a database.

Goal: when a call comes in, grab the Caller ID, send it to an API, and use the response (e.g., customer info) inside the AI agent flow.

Questions:

  • How can we access the Caller ID within the AI agent flow?
  • Is there a way to pass it into an API request directly?
  • Any examples using webhooks or internal API calls?
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2

In the meantime, you might request the caller phone number by asking it as part of the conversation flow.

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3

Does that mean the other person has to give you their phone number?
Is there no other way to get it right now? Is there some kind of variable?

4

Actually, makes sense, because your customer might not always call from the registered number on your CRM. Well, at least there’s a small chance.

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5

This is exactly the kind of situation—when a customer calls from a different number—where you’d want to record the number they’re calling from. After all, the caller might not remember which number they’re calling from, might misdial a digit, or the AI agent might not hear it correctly due to background noise (which is exactly what happened to me during testing).

6

Our dev team will analyze it!

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