Dynamically identify incoming callers

You can link your incoming phone numbers to custom data sources. When a call comes in, your Bolna Voice AI agent automatically identifies the caller from the linked data source, matches it and pulls in relevant details—name, address, preferences, past history, anything you’ve got.

This data is seamlessly injected into the Voice AI agent’s prompt so every interaction feels personalized, targeted and on-point.

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1. Internal API Integration (Real-Time Lookup)

Perfect for teams with existing databases.

• Provide an API endpoint that accepts the caller’s phone number. We automatically send the phone number and the agent ID as query params to this API which your application can consume and use.

For example: https://api.myshopifyapp.com/api/customers?contact_number=+19876543210&agent_id=06f64cb2-31cd-49eb-8f81-5be803e12163

• We’ll call this API when a call comes in.
• The returned data (JSON) is automatically merged into the AI prompt just before the call.

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2. CSV Uploads

For smaller teams who prefer simple and no-code data management for quick deployments and testing.

• Upload a CSV file with contact_number having the phone numbers (with country code) and associated user info.
• Bolna agents will automatically look up the incoming number and inject the matching row details into the prompt.

contact_number,first_name,last_name
+11231237890,Bruce,Wayne
+91012345678,Bruce,Lee
+00021000000,Satoshi,Nakamoto
+44999999007,James,Bond

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3. Google Sheets Integration

The best of both worlds: real-time sync with spreadsheet simplicity.

• Link a publicly accessible Google Sheet with user data and their details.
• Bolna agents auto-syncs and looks up for the incoming number to pull the latest data associated with that phone number.
• Your Google Sheet can continue updating the data —no re-uploads needed. Bolna agents will pick up the real-time available data automatically.