Brevo Voice AI Integration Guide

Connect DialNexa voice AI with Brevo to update contacts, send approved transactional follow-ups, and manage consent-aware campaign routing.

The Brevo voice AI integration connects call outcomes with contact data and approved email or messaging follow-up. Separate transactional confirmations from marketing messages so consent and delivery rules remain clear.

A catalog page describes a possible workflow. It does not confirm that a native Brevo connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If Brevo is not listed, use a custom function, agent webhook, or external automation service.

When to use the Brevo voice AI integration

Use Brevo when:

• A caller needs a booking, enquiry, or service confirmation after the call.
• Contact attributes or lists drive relevant follow-up.
• Transactional and marketing senders, templates, and consent rules are distinct.
• Delivery failures create a fallback task.

Best first workflow: Send one approved transactional confirmation after a verified outcome, then store the message ID and delivery result with the call record.

Before you begin

Prepare the following:

• A published DialNexa agent that has already passed a basic test call.
• Access to the DialNexa workspace Integrations page.
• A Brevo account with permission to read or update the required records.
• One test record that does not affect a live customer.
• A list of actions that can run automatically and actions that require human review.

Choose how to connect Brevo

Connection method	Use it when	Important limit
Workspace connector	Brevo appears in your DialNexa Integrations page	Available actions and authentication depend on your workspace
Custom function	The agent needs Brevo data during the live conversation	Keep the request fast and return only the fields the agent needs
Agent webhook	Brevo should receive a result after the call	Your endpoint must authenticate, retry safely, and prevent duplicate writes
External automation	The workflow spans Brevo and several other systems	Monitor the external workflow separately from the DialNexa call

Build the Brevo voice AI workflow

1. Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
2. Choose the connection method from the table above.
3. Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
4. Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
5. Store the destination record URL or ID with the call result so your team can trace the handoff.
6. Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.

Data to map between DialNexa and Brevo

• DialNexa call ID, call direction, status, and final outcome
• Caller name, phone number, email, and matched customer or account ID
• Structured fields collected during the call, including consent where required
• Short operational summary, requested next step, owner, and due date
• Transcript or recording link only when your privacy policy allows it
• Brevo record ID, record URL, update timestamp, and integration result

High-value Brevo voice AI workflows

Call outcome	Brevo result	Human control
Booking or request is confirmed	Send the approved transactional message	Confirm recipient and template variables
Contact confirms an interest	Update an approved attribute or list	Require marketing consent where applicable
Contact opts out	Apply or route the request	Keep suppression changes traceable
Message bounces or fails	Record the event and create a fallback task	Do not repeatedly retry invalid recipients

Verify the Brevo integration

Run a test call and confirm that:

1. The verified recipient, sender, template, and dynamic values are correct.
2. Transactional and marketing messages use the appropriate consent and sender rules.
3. The DialNexa call ID prevents duplicate sends or automation triggers.
4. Message ID and delivery result are stored with the business record.
5. Bounce, block, unsubscribe, and failed-send events create the correct fallback.

Troubleshoot Brevo integration issues

Problem	What to check
Brevo is not shown in the dashboard	Use a custom function, webhook, or external automation service, or request the integration
Authentication fails	Reconnect the account and verify scopes, workspace ownership, and token expiry
Contact or message is not found	Confirm normalized recipient, list, template, sender, and returned message ID
Duplicate messages appear	Use the DialNexa call ID as an idempotency key and make retries safe
The live call becomes slow	Move nonessential writes to a post-call webhook and keep live lookups small

Related pages

• DialNexa integrations overview
• Connect dashboard integrations
• Use integrations in agents
• Use integrations in workflows
• Integration workflow tutorials