ConvertIQ Documentation

Request Body

{
  "user_uuid": "YOUR-USER-UUID",
  "lead": {
    "name": "Jane Doe",
    "email": "jane@example.com",
    "phone": "15551234567",
    "source": "Website Form",
    "industry": "Technology",
    "score": 7,
    "status": "contacted",
    "monthly_revenue": 50000,
    "budget": 10000,
    "description": "Interested in AI calling"
  }
}

Response

{
  "success": true,
  "lead": {
    "id": "uuid",
    "user_id": "uuid",
    "name": "Jane Doe",
    "email": "jane@example.com",
    "source": "Website Form",
    "industry": "Technology",
    "status": "contacted",
    "created_at": "2025-08-13T00:00:00.000Z"
  }
}

Setup Webhook Endpoints

Configure webhook URLs in Settings to receive call completion data automatically.

Sample Webhook Payload

{
  "event": "call_completed",
  "timestamp": "2025-09-25T14:30:00Z",
  "convertiq": {
    "call_id": "abc-123",
    "duration_seconds": 180,
    "success_score": 8.5,
    "customer_sentiment": "positive",
    "transcript": "Full conversation...",
    "recording_url": "https://..."
  },
  "customer": {
    "phone_number": "+1234567890",
    "name": "John Doe",
    "email": "john@company.com",
    "industry": "Technology"
  }
}

Agent Creation

• Custom System Prompts

  Define how your AI agent behaves and responds

• Voice Configuration

  Choose from 11+ realistic voices with custom settings

• Retry Settings

  Configure automatic voicemail retry attempts (1-3 max)

Advanced Features

• Calendar Booking

  Enable appointment scheduling during calls

• Human Transfer

  Seamlessly transfer calls to human agents

• Custom Variables

  Personalize conversations with lead data

Lead Import & Management

• CSV Import

  Bulk import leads from spreadsheets

• Lead Scoring

  Automatically score and qualify prospects

• Contact History

  Track all interactions and outcomes

Lead Generation

• Automated Prospecting

  Generate leads automatically by industry and location

• Facebook Integration

  Import leads from Facebook Lead Ads

• API Integration

  Programmatically add leads via API

Campaign Management

• Automated Campaigns

  Launch bulk outreach to multiple prospects

• Real-time Monitoring

  Track campaign progress and performance

• Lead Targeting

  Select specific leads for campaigns

Call Management

• Manual Calling

  Make individual calls to prospects

• Call Recordings

  Automatic recording and transcription

• Voicemail Retries

  Automated retry system for voicemails

Performance Metrics

• Dashboard KPIs

  Real-time performance indicators

• Success Tracking

  Monitor conversion rates and outcomes

• Lead Quality Scoring

  AI-powered lead qualification scoring

AI-Powered Insights

• Daily Insights

  AI-generated performance insights

• Sentiment Analysis

  Analyze customer sentiment from conversations

• Trend Analysis

  Identify patterns and optimization opportunities

Setup Process

1. 1

   Connect Google Account

   Authorize ConvertIQ to access your Google Calendar

2. 2

   Configure AI Agents

   Enable calendar tools in your agent settings

3. 3

   Start Booking

   AI agents can now book appointments during calls

Features

• Real-time Availability

  Check calendar in real-time during calls

• Automatic Booking

  AI books appointments without human intervention

• Event Details

  Automatically includes lead information and call context

Integration Benefits

• Automatic Import

  New leads sync automatically from Facebook

• Instant Follow-up

  Call leads immediately after they submit forms

• Complete Data

  Import all form fields and lead information

Setup Requirements

• •

  Facebook Business Account

  Active Facebook Business account with Lead Ads

• •

  App Permissions

  Grant ConvertIQ access to your lead data

• •

  Form Configuration

  Include required fields (name, email, phone)

Credit Usage

• 6-10 Credits per Call

  Cost varies by tier: Starter (10), Growth (8), Scale (6)

• 10 Credits = $1

  Simple and transparent pricing structure

• Auto-Recharge

  Automatically add credits when balance gets low

Account Management

• Usage Tracking

  Monitor credit usage and call history

• Payment Methods

  Manage saved payment methods and billing

• Auto-Recharge Settings

  Configure automatic credit top-ups

Account Configuration

• User Configuration

  Manage your API UUID and basic settings

• Webhook Endpoints

  Configure URLs to receive call data

• Calendar Integration

  Connect Google Calendar for appointment booking

Privacy & Security

• Data Protection

  Your data is encrypted and securely stored

• Leaderboard Privacy

  Control your visibility on public leaderboards

• Theme Preferences

  Customize your interface appearance

Data Security

• Encryption at Rest

  All data is encrypted using industry-standard AES-256

• Secure Transmission

  All communication uses TLS 1.3 encryption

• Access Controls

  Role-based access with audit logging

Privacy Controls

• Data Control

  You own and control all your data

• GDPR Compliant

  Full compliance with European data protection

• Export & Delete

  Request data export or account deletion anytime

Agent Optimization

• Clear Objectives

  Define specific goals in your system prompt

• Natural Language

  Use conversational prompts that sound human

• Test Iterations

  Continuously refine based on call outcomes

Campaign Strategy

• Quality over Quantity

  Target qualified leads rather than bulk calling

• Optimal Timing

  Call during business hours for better connection rates

• Personalization

  Use custom variables for personalized outreach