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Integrate Bolna with your AI CRM

Create conversational voice agents using Bolna AI to enhance interactions, streamline operations and automate support.

Explore Triggers and Actions

Abort workflow campaign

Move a running or paused campaign to the terminal aborted state and stop its executions. Campaign flow is draft -> running <-> paused -> aborted; aborted campaigns cannot resume or be deleted.

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Add custom LLM model

Register an OpenAI-compatible custom LLM endpoint with Bolna.

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Add number to SIP trunk

Add a DID phone number to a SIP trunk.

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Add Provider to Bolna

Tool to add a new telephony or voice service provider to your Bolna account. Use when you need to configure API keys for providers like Twilio, Deepgram, or ElevenLabs before creating agents.

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Bulk create dispositions

Atomically create multiple dispositions linked to one agent.

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Buy phone number

Purchase an available phone number in the US or India with a recurring account charge.

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Cancel workflow execution

Stop one workflow execution before its next external action.

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Copy Bolna Agent

Tool to create a duplicate copy of an existing Bolna voice AI agent. Use when you need to replicate an agent's complete configuration (tasks, prompts, LLM settings, etc.) with a new name.

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Create Bolna Batch

Tool to create a new outbound calling batch by uploading a CSV of contacts to obtain a batch_id. Use real, allocatable E.164 numbers; trial accounts can call only phone numbers verified with Bolna. Follow with BOLNA_SCHEDULE_BATCH_BY_ID to schedule execution.

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Create Bolna Knowledgebase

Tool to create a new knowledgebase for Voice AI agents to reference during conversations. Use when you need to provide agents with domain-specific knowledge from PDFs or web URLs. Note: Initially returns status 'processing'; poll or wait for status to become 'processed' before use.

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Create Bolna Voice AI Agent (v2)

Tool to create a new Bolna Voice AI agent using the v2 API. Use when you need to set up a new conversational agent from scratch with custom LLM, synthesizer, transcriber, and task configurations. This fills the gap for end-to-end agent setup in workflows starting from an empty account state.

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Create disposition

Create a structured transcript extraction disposition linked to an agent.

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Create extraction category

Create an extraction category on an agent.

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Create SIP trunk

Create a bring-your-own-telephony SIP trunk.

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Create sub-account

Create an enterprise sub-account with its own concurrency limits and API key.

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Create Template Agent

[DEPRECATED] Attempt to create an agent through Bolna's undocumented template endpoint. Use BOLNA_CREATE_AGENT for current integrations.

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Create workflow

Create an empty, unpublished workflow and return its identifier.

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Create workflow campaign

Create a draft campaign pinned to a published workflow version.

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Delete agent by id

Permanently delete a Voice AI agent and all associated data including batches, executions, and configurations

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Delete batch by id

Permanently delete a batch campaign by its ID, removing it from the system. This operation cannot be undone.

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Delete custom LLM model

Delete a custom LLM model and its stored endpoint key from Bolna.

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Delete disposition

Permanently delete a disposition without changing past call results.

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Delete extraction category

Permanently delete an extraction category and every disposition inside it.

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Delete Knowledgebase

Tool to permanently delete a knowledgebase from your Bolna account. Use when you need to remove an existing RAG knowledgebase that is no longer needed. This operation cannot be undone.

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Delete phone number

Permanently release a purchased phone number and stop recurring billing.

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Delete SIP trunk

Permanently delete a SIP trunk and its gateways, IP identifiers, and numbers.

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Delete sub-account

Permanently delete a sub-account and all of its data.

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Delete workflow

Permanently delete a workflow, its draft, and all published versions.

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Delete workflow campaign

Permanently delete an empty campaign only while it is draft or scheduled. Running, paused, aborted, and implicit campaigns created by RUN_WORKFLOW cannot be deleted.

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Fetch all batches by agent id

Retrieve all batches associated with a specific Bolna Voice AI agent. Returns a comprehensive list of batches with details including batch status (scheduled, created, queued, executed), creation and scheduled times, contact counts, file names, and execution status breakdown. Use this to monitor batch campaigns, track their progress, and manage outbound calling operations for the agent.

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Get Agent (v1 - Deprecated)

[DEPRECATED] Retrieve Voice AI agent details using the v1 API endpoint. Use GET /v2/agent/{agent_id} (retrieve_agent_by_id) instead for current implementations. This action returns agent configuration including name, type, status, tasks, and prompts.

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Get all agents

Retrieve all agents configured in your Bolna account Returns a comprehensive list of all voice agents with their configurations including: - Agent metadata (ID, name, type, status) - Task configurations (conversation settings, toolchains) - AI model settings (LLM, transcriber, synthesizer) - Webhook and phone number assignments - System prompts and guardrails This is useful for listing available agents, checking agent configurations, or finding specific agents by their properties.

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Get all sub-accounts usage

Retrieve usage and cost breakdowns for every organization sub-account.

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Get disposition

Retrieve one disposition, optionally requiring an agent link.

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Get execution by id

Retrieve detailed information about a specific phone call execution by its ID. Returns comprehensive execution data including conversation transcript, duration, costs (LLM, TTS, STT, network, platform), telephony details (phone numbers, recording URL, provider info), usage metrics (tokens, characters, duration), and extracted structured data. Use this to: - Analyze individual call performance and outcomes - Access conversation transcripts and recordings - Review cost breakdowns and resource usage - Monitor call status and error messages - Retrieve extracted structured data from conversations

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Get execution raw logs

Retrieve raw transcriber, LLM, synthesizer, and telephony logs for a call.

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Get knowledgebase by ID

Tool to retrieve details of a specific knowledgebase by its ID. Returns complete configuration including processing status, file information, vector ID, and embedding parameters (chunk size, similarity top k, overlapping). Use when you need to check if a knowledgebase has finished processing or to inspect its configuration before using it with an agent.

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Get SIP trunk

Retrieve full details of one SIP trunk.

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Get sub-account usage

Retrieve one sub-account's usage and cost breakdown for up to 32 days.

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Get User Information

Tool to retrieve information about the authenticated user. Use when you need details like name, email, wallet balance, or concurrency limits for the current user.

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Get workflow

Retrieve workflow status, live settings, and version history.

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Get workflow campaign

Retrieve a campaign with entry-status and validation-error counts.

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Get workflow campaign entries template

Get the exact CSV header expected by a campaign's pinned workflow version.

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Get workflow campaign report

Get aggregate statuses, termination reasons, and per-node funnel counts.

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Get workflow draft

Retrieve a workflow's editable draft definition and revision.

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Get workflow execution

Retrieve one contact's status, node attempts, state, and recent timeline.

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Get workflow version

Retrieve a specific published workflow version and its full node graph.

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Import Bolna Agent

Tool to import an existing Bolna voice AI agent by its ID. Use when you need to copy or duplicate an agent configuration, create a new agent from a template, or migrate an agent from another environment.

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List agents (paginated)

Retrieve a paginated list of Bolna agents, optionally filtered by user or sub-account. This action is deprecated.

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List all phone numbers

Tool to list all phone numbers associated with your Bolna account. Use when you need to retrieve details of all phone numbers including provider, associated agent, pricing, and rental status.

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List all providers

Retrieve all providers associated with your Bolna account Returns a list of all configured providers including: - Provider IDs (unique identifiers) - Provider names (e.g., API key types) - Masked provider values (secrets) - Creation timestamps (both absolute and human-readable) Use this when you need to view all configured API providers, check provider details, or verify provider setup in your Bolna account.

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List available voices

List available voices for a TTS provider, model, and language, with pagination. The API requires provider_id, model_id, and language; page sizes are limited to 100. Legacy user_id and is_api_request inputs are accepted but ignored.

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List custom LLM models

List custom LLM models available in the current Bolna account scope.

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List dispositions

List account-owned dispositions or dispositions linked to one agent.

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List extraction categories

List an agent's extraction categories and the dispositions inside each.

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List Knowledgebases

List knowledgebases in your Bolna account, with optional status filtering and pagination. Results include processing status and other knowledgebase details.

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List numbers on SIP trunk

List all phone numbers assigned to a SIP trunk.

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List SIP trunks

List SIP trunks, optionally filtered by active status.

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List sub-accounts

List all sub-accounts linked to the organization.

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List TTS providers and models

List TTS providers and models supported for a language.

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List violations

List flagged call violations, optionally filtered by status.

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List workflow campaign entries

List a campaign's uploaded contacts, including row validation failures.

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List workflow campaign executions

List and filter the per-contact executions created by a campaign.

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List workflow campaigns

List workflow campaigns with filters, sorting, and offset pagination.

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List workflow node types

List workflow node types and their supported configuration fields.

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List workflows

List account workflows with optional name filtering and offset pagination.

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Make an outbound phone call from agent

Initiate an outbound phone call using a configured Bolna Voice AI agent. The agent will call the specified recipient and engage in a conversation based on its configured prompt and capabilities.

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Partially Update Bolna Voice AI Agent (v1)

Tool to partially update a Voice AI agent using the v1 API endpoint. Use when you need to modify specific agent properties like name, welcome message, webhook URL, synthesizer settings, or system prompts without providing the full configuration. Note: This is a deprecated v1 endpoint; prefer using PATCH /v2/agent/{agent_id} for new implementations.

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Patch Bolna Voice AI agent (v2)

Partially update a Bolna v2 agent without replacing its full configuration.

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Pause workflow campaign

Move a scheduled or running campaign to paused; only paused campaigns can be resumed, while aborted campaigns are terminal.

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Publish workflow

Freeze the current valid draft as a new immutable workflow version.

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Remove number from SIP trunk

Remove a phone number and any agent mapping from a SIP trunk.

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Remove Provider from Bolna Account

Tool to remove a provider from your Bolna account by its key name. Use when you need to delete a provider configuration that is no longer needed or needs to be replaced.

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Rename workflow

Rename an existing workflow.

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Resend workflow execution webhook

Queue redelivery of a finished workflow execution's original webhook.

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Resume workflow campaign

Move a paused campaign back to running. Draft or scheduled campaigns must be started, and aborted campaigns cannot be resumed.

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Retrieve agent by id

Retrieve details for a specific Bolna voice AI agent by ID, including name, type, status, tasks, timestamps, and the first task's prompt when available.

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Retrieve agent execution details

Retrieve details of a specific agent execution, including transcript, costs, duration, status, and telephony data when available. This action is deprecated.

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Retrieve agent execution status

Retrieve a paginated, filterable list of executions for a specific agent, including call status, costs, transcripts, and telephony data when available. When both date bounds are supplied, their range cannot exceed seven days.

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Retrieve Batch Details by ID

Retrieve comprehensive details about a specific Bolna batch by its ID. Returns batch metadata including creation time, execution status, scheduled time, contact statistics, and call status breakdown. Use this to monitor batch progress or retrieve information about previously created batch calling campaigns.

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Retrieve batch execution list

Retrieve a page of executions from a specific batch. Results may include conversation metrics, transcripts, costs, and resource usage breakdowns, along with pagination information.

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Run workflow

Run one contact through the workflow's latest published version.

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Save workflow draft

Overwrite a workflow draft using revision-based optimistic concurrency.

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Schedule Batch by ID

Schedule a batch to execute at a specific time. After creating a batch with BOLNA_CREATE_BATCH, use this action to set when the batch calls should begin. The batch must exist and be in a schedulable state (e.g., 'created' or 'stopped').

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Search available phone numbers

Search for available phone numbers to purchase for Bolna Voice agents in the US or India, with an optional prefix pattern.

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Setup inbound call for agent

Add agent for inbound calls

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Start workflow campaign

Move a draft or scheduled campaign to running. It must contain at least one valid pending entry; a campaign whose entries all failed validation cannot start.

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Stop Agent Calls

Stop queued or scheduled calls for a specific Voice AI agent, optionally filtered by user or sub-account.

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Stop batch by id

Stop a running batch by its ID. This halts all queued calls in the batch. Any calls currently in the queue waiting to be executed will be cancelled and will not be processed. Use this when you need to immediately halt a batch campaign that's in progress.

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Stop queued or scheduled call

Cancel a queued or scheduled call before it starts.

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Submit violation

Submit evidence for a Bolna violation and move it to submitted state.

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Test dispositions against a transcript

Run every linked disposition against a transcript. Bolna invokes an LLM, so this can take tens of seconds.

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Test workflow webhook

Send a sample terminal execution event to a workflow's saved webhook.

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Unlink inbound agent

Remove automatic inbound agent routing from a phone number.

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Update Bolna Voice AI Agent (v2)

Tool to update all settings and configuration of an existing Bolna Voice AI agent using the v2 API. Use when you need to modify an agent's full configuration including LLM settings, synthesizer, transcriber, tasks, prompts, or any other agent property. This performs a complete update (PUT operation).

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Update disposition

Partially update a disposition, with optional agent-scoped copy-on-write.

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Update extraction category

Rename an extraction category and/or change its extraction model.

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Update SIP trunk

Partially update a SIP trunk; supplied gateway arrays replace existing arrays.

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Update sub-account

Partially update an enterprise sub-account's name or concurrency limits.

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Update workflow settings

Apply an RFC 7396 merge patch to a workflow's live settings.

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Upload workflow campaign entries

Upload JSON contacts to a draft, scheduled, or running workflow campaign. The result reports accepted and failed rows, including per-row failures and warnings.

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Validate workflow

Check a saved workflow draft for errors and warnings before publishing.

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How the Bolna integration works

The Bolna integration connects your Dench AI CRM directly to Bolna, so agents can read and act on your Bolna data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

102 actions are available for agents to invoke on your behalf. Every call runs through Bolna's own authorization, scoped to the account you connect.

Set up Bolna in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Bolna and click Connect — you'll authorize access through Bolna's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Bolna in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Bolna integration work with Dench?

The Dench Bolna integration connects your AI CRM to Bolna, so AI agents can work with your Bolna data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Bolna via Dench?

The Bolna integration currently exposes 102 actions, including Abort workflow campaign, Add custom LLM model, Add number to SIP trunk, Add Provider to Bolna, Bulk create dispositions, and Buy phone number. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Bolna to Dench?

No. You connect Bolna from your Dench workspace using Bolna's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Bolna integration secure?

Connections are authorized through Bolna's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Bolna connection from your workspace settings at any time.

Bolna | Dench AI CRM