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Integration

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Collecting Payment

1

Create State

In Retell, in order to get started, you’ll need to create a new state. This state will be responsible for making the webhook to Protegee and transfering the caller over.

Inside your agent, start by going over to Edit Prompt Tree. Should look something like:

Then, go to the bottom and create a New State:

Then go ahead and click on this new state. You should see a menu bar pop up on the right:

In here we will do the following:

  1. Update the Custom Function
Name: SendContextToProtegee
Description: Sends context for the payment to Protegee
Your Url: https://protegee.ai/voice/api/v1/retell/set-context?api_token=<YOUR API TOKEN>
Parameters:
{
    "type": "object",
    "properties": {
        "description": {
            "type": "string",
            "description": "just return 'donation' without quotes"
        },
        "callback": {
            "type": "string",
            "description": "just return '' without quotes"
        },
        "persona": {
            "type": "string",
            "description": "just return 'english-jessica' without quotes"
        },
        "price": {
            "type": "string",
            "description": "{{donation_amount}}, formatted with no dollar sign and 2 decimal places"
        },
        "vendor": {
            "type": "string",
            "description": "just return 'example-co' without quotes"
        },
        "email": {
            "type": "string",
            "description": "[email protected]"
        },
        "full_name": {
            "type": "string",
            "description": "John Doe"
        },
        "memory": {
            "type": "string",
            "description": ""
        }
    },
    "required": [
        "description",
        "callback",
        "persona",
        "price",
        "vendor",
        "email",
        "full_name",
        "memory"
    ]
}

Lastly, make sure you also set the following:

2

Configure your voice prompt to call the tool and transfer the call

In your agent prompt, you’ll want to update it so that it knows that when the time is ready, to call the tool and transfer the call to Protegee. You’ll want something like:

    ...
    5. Send the details to Protegee with the tool SendContextToProtegee, including all fields requested by SendContextToProtegee
    6. Let the caller know you'll be transferring them to Protegee, the secure payments agent.
    7. Transfer the caller to Protegee using TransferToProtegee.
    ...
3

Give it a shot

If you have any issues, check out the debug page for more information.

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Checking on the status of the payment

The following instructions are OPTIONAL. If you specified a number in the callback field, Protegee will transfer the caller back to this number once the payment process is complete. In order to continue the call, you’ll want to make a webhook to get details on how the call went. The following are instructions on how to do that.

1

Setup a callback agent

Similar to the instructions above, you are going to the instructions

https://protegee.ai/voice/api/v1/retell/get-context?api_token=<INSERT YOUR API TOKEN HERE>
2

Update your agent prompt

Update your agent to check the status of the webhook.

3

Try it out!

If you have any issues, check out the debug page for more information.

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