How to get values on XCALLY from Vidaoo automation

How to get values on XCALLY from Vidaoo automation

Overview

You can configure an automation in Vidaoo to send data to XCALLY using a Webhook, and then use that data as dynamic variables within your XCALLY routing logic.

This is particularly useful when you want to pass contextual information from Vidaoo—such as metadata about a meeting—to XCALLY and make routing decisions based on it.

  • The integration is built using XCALLY’s Open Channel feature and Vidaoo Automations.

  • Vidaoo sends a Webhook POST to XCALLY when a specific event occurs (e.g., when a meeting is created, or the first participant joins).

  • XCALLY receives this POST request on the Open Channel endpoint and maps the keys in the webhook body to internal XCALLY variables.

  • These variables can then be accessed in the XCALLY routing plan using the Noop Application and the syntax {{keyname}}.


Configuration Steps

Step 1: Create a Vidaoo Automation with Webhook

  1. In the Vidaoo Admin Panel, navigate to Automations.

  2. Create a new automation triggered by an event like:

    • Meeting Created

    • First Participant Joined

  3. Add a Webhook as the action.

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  1. Webhook Configuration:

  • Method: POST

  • URL: Paste the Receive URL of your XCALLY Open Channel Account.

  • Body: Define the data you want to send as JSON key-value pairs. E.g. the value <$data.metadata.long$> corresponds to key cf_20

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Step 3: Use Variables in Routing Logic

  • XCALLY will automatically create variables using the keys from the webhook body (e.g., cf_20, customer_id).

  • In your Routing Plan, add a Noop Application and set a variable using the syntax: {{cf_20}}

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Step 4: Verify the Result

Check the XCALLY Logs to verify that the webhook data was received and the variables were correctly assigned.


🔁 Example Use Case

  • A customer initiates a Vidaoo video call from your website.

  • Vidaoo creates a meeting and sends metadata (e.g., customer ID, call type, or location) to XCALLY via webhook.

  • XCALLY uses the received variables to:

    • Route the call to the appropriate queue or agent.

    • Tag the interaction with contextual information.

    • Trigger custom scripts or CRM updates.