Below are going to be video tutorials for different ways to trigger your AI Agent.

📌 Webhook Trigger

How to Trigger Your Agent Using Custom Webhooks

You can trigger your AI agent to perform tasks based on events from external platforms (like Jotform, Typeform, or Facebook Leads) using a Custom Webhook.

This guide covers how to generate a webhook URL, configure it in your automation platform (using Zapier as an example), and map the incoming data to your agent.

1. Create a Webhook in Agent Hub

Navigate to your AI Agents dashboard and click Train AI on the specific agent you wish to edit.
Locate the Agent Trigger node on the canvas.
Click the Settings (gear) icon on the Agent Trigger node to open the configuration menu.
Click + Add Your First Webhook.
Name your webhook.
- Tip: We recommend a naming convention that identifies the source and the action, such as Zapier - Jotform Submitted.
Click Next.

2. Connect Your Automation Platform

Once your webhook is created, you need to send data to it from your external source.

Copy the Webhook URL provided in the Agent Hub.
Click the Start Listening for Events button. Do not close this window yet.
Open your automation platform (e.g., Zapier, Make, n8n).

Configuring the Request (Zapier Example)

Set up your trigger (e.g., "New Submission" in Jotform).
Add a new action step and search for Webhooks by Zapier.
Select POST as the Action Event.
Configure the action:
- URL: Paste the Webhook URL you copied from Agent Hub.
- Payload Type: Set this to JSON (This is critical).
- Data: Ensure the relevant data from your trigger is passed through.
Click Continue and Test the Step.
- Note: You must send a test request so Agent Hub can capture the data structure.

3. Map Your Webhook Fields

Back in the Agent Hub, you should see a "Webhook Captured" success message. You now need to map the incoming data to Create or Find a contact in your CRM.

How Contact Matching Works:
The system uses the mapped fields to identify the user. The priority logic is:

Search by Email: If an email is mapped, we search for an existing contact with that email.
Search by Phone: If no email is found (or provided), we search for an existing contact by phone number.
Create New: If neither are found, a new contact is created.

Mapping Steps:

Map Email (Important): Drag the email field from the "Webhook Fields" list on the left into the Email field on the right.
Map Phone (Important): Drag the phone number field from the left into the Phone field on the right.
- Note: You can search the list on the left if you have a lot of data points (e.g., type "Phone" to find the number).
Map Contact Info (Optional): You can map additional details like First Name, Last Name, or custom answers to create a richer contact profile.
Click Save & Create Webhook.

4. Using Webhook Data in Your Agent Flow

Once the webhook is configured, you can use the specific data you captured (like a user's name or their answer to a specific question) inside your agent's instructions or messages.

Open any node where you want to use the data (e.g., a "Milestone" or "Message" node).
To insert a variable, type @ or press Shift + 2 on your keyboard.
Scroll down to the Webhook section in the dropdown menu.
Select the specific data point you want to insert.

Your agent now has context on the lead and can use that information to send hyper-personalized follow-ups or perform lead qualification based on the initial form submission.