> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Typeform Voice AI Integration Guide

> Connect DialNexa voice AI with Typeform to follow up form submissions using the respondent's answers and record the resulting call outcome.

The **Typeform voice AI integration** helps teams call respondents with the context they already submitted. It is most useful for lead qualification, applications, feedback follow-up, and research when the original response remains unchanged and the call outcome is stored in a business system.

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

## When to use the Typeform voice AI integration

Use Typeform when:

* A submitted form includes valid consent and a phone number for follow-up.
* The agent needs selected answers to avoid asking the same questions again.
* Qualification or clarification happens by phone.
* The CRM, ATS, research database, or support system owns the call outcome.

<Tip>
  **Best first workflow:** Trigger a call from a new eligible response, pass only the required answers to the agent, and write the call outcome to your system of record using the response ID.
</Tip>

## 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 Typeform 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 Typeform

| Connection method                                   | Use it when                                                | Important limit                                                             |
| --------------------------------------------------- | ---------------------------------------------------------- | --------------------------------------------------------------------------- |
| Workspace connector                                 | Typeform appears in your DialNexa **Integrations** page    | Available actions and authentication depend on your workspace               |
| [Custom function](/docs/agent-settings/custom-functions) | The agent needs Typeform data during the live conversation | Keep the request fast and return only the fields the agent needs            |
| [Agent webhook](/docs/api-access/agent-webhooks)         | Typeform should receive a result after the call            | Your endpoint must authenticate, retry safely, and prevent duplicate writes |
| External automation                                 | The workflow spans Typeform and several other systems      | Monitor the external workflow separately from the DialNexa call             |

## Build the Typeform 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 Typeform

* 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
* Typeform record ID, record URL, update timestamp, and integration result

## High-value Typeform voice AI workflows

| Form and call outcome               | Workflow result                                           | Human control                           |
| ----------------------------------- | --------------------------------------------------------- | --------------------------------------- |
| New qualified submission arrives    | Start a call with selected response context               | Respect consent and calling hours       |
| Agent clarifies an answer           | Save the verified clarification in the destination system | Preserve the original Typeform response |
| Respondent requests follow-up       | Create an owned task with the response ID                 | Keep the respondent's preferred channel |
| Response is incomplete or sensitive | Route it for review instead of calling automatically      | Apply form-specific eligibility rules   |

## Verify the Typeform integration

Run a test call and confirm that:

1. The form, response ID, phone number, consent, and eligibility rule are correct.
2. Only the selected answers needed for the call are passed to the agent.
3. The original Typeform response remains unchanged.
4. The response ID and DialNexa call ID link the form, call, and destination record.
5. Incomplete, sensitive, duplicate, or failed workflows create a review task.

## Troubleshoot Typeform integration issues

| Problem                                | What to check                                                                                                                                     |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| Typeform is not shown in the dashboard | Use a custom function, webhook, or external automation service, or [request the integration](/docs/dashboard-integrations/requesting-new-integrations) |
| Authentication fails                   | Reconnect the account and verify scopes, workspace ownership, and token expiry                                                                    |
| Response is not found or is incomplete | Confirm form and response IDs, hidden fields, consent answer, and eligibility fields                                                              |
| Duplicate calls start                  | Use the Typeform response ID as the trigger key and store the resulting DialNexa call ID                                                          |
| The live call becomes slow             | Move nonessential writes to a post-call webhook and keep live lookups small                                                                       |

## Related pages

* [DialNexa integrations overview](/docs/integrations/overview)
* [Connect dashboard integrations](/docs/dashboard-integrations/connecting-integrations)
* [Use integrations in agents](/docs/dashboard-integrations/using-integrations-in-agents)
* [Use integrations in workflows](/docs/dashboard-integrations/using-integrations-in-workflows)
* [Integration workflow tutorials](/docs/tutorials/integration-workflows)
