Webhooks & Enrichment

🔍 Data Enrichment

Automatically fill in extra contact info and data for your client records.

✨ Enrichment Features

Feature	Description
Phone Append	Find extra phone numbers for a client
Email Append	Discover email addresses
Address Append	Find or verify addresses using reverse phone/email lookup
Demographics	Add demographic info

⚡ Enrichment Triggers

Choose when enrichment happens:

Trigger	Description
On Call	Enrich when making a call
On SMS	Enrich when sending a text
On Import	Enrich when importing records
Manual	Enrich whenever you want

🛠️ Setting Up Enrichment

1. Go to Settings → Integrations
2. Select Data Enrichment
3. Set up your enrichment provider
4. Pick your automatic triggers
5. Choose which data to add

📊 Enrichment History

See all enrichment attempts:

Field	Description
Date	When it happened
Type	What data was looked up
Status	Did it work or not
Data Found	What info was discovered
Cost	Credits or money used

🔔 Webhook Integrations

Send data to other systems whenever something happens in Kayse AI.

🤔 What Are Webhooks?

Webhooks are like automatic messages sent to other websites when things happen. They let you:

• Get notified about events in real time
• Build custom automations
• Connect with any system that can receive webhooks

🛠️ Setting Up Webhooks

1. Go to Settings → Webhooks
2. Click Add Webhook
3. Enter the destination URL (where to send the data)
4. Pick which events should trigger the webhook
5. (Optional) Filter by campaigns — only available for call events
6. Set up security (optional)
7. Save and test it

Note: Campaign filters only work with call events (started, ended, analyzed). Message and task events are always sent across all campaigns.

📋 Available Events

Category	Events
Cases	Created, Updated, Status Changed, Deleted
Clients	Created, Updated, Merged, Opt-Out Changed
Calls	Started, Completed, Failed, Transferred
Messages	Sent, Received, Failed
Tasks	Assigned, Completed, Overdue
Forms	Submitted
Campaigns	Started, Paused, Completed

📦 Webhook Payload

Webhooks send data as JSON. Here's an example:

{
  "event": "case.updated",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "id": "case_123",
    "name": "Smith Case",
    "status": "Active",
    "changes": {
      "status": {
        "old": "New",
        "new": "Active"
      }
    }
  }
}

🔐 Authentication Options

Method	Description
None	No security added
API Key	Adds a key in the header
Basic Auth	Uses a username and password
Bearer Token	Uses a JWT or OAuth token
HMAC Signature	Signs the data so the receiver can verify it

⚙️ Webhook Management

Action	Description
Enable/Disable	Turn a webhook on or off
Test	Send a test message to check it works
View Logs	See the delivery history
Retry Failed	Resend messages that didn't go through

🔄 Retry Logic

If a webhook fails, Kayse AI tries again automatically:

Attempt	Wait Time
1	Right away
2	5 minutes
3	30 minutes
4	2 hours
5	24 hours