Connect RiskAdvisor to Retell AI

Both apps 50RiskAdvisor 23Retell AI 27

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

• Action
  Add Agent

  Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice.

• Action
  Create Knowledge Base

  Create a new Retell AI knowledge base from texts, URLs and/or a file.

• Action
  Create Retell LLM

  Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent.

• Action
  Delete Agent

  Deletes an existing Retell AI agent, including all of its versions.

• Action
  Delete Knowledge Base

  Delete an existing knowledge base.

• Action
  Delete Phone Number

  Delete a phone number from your Retell AI account.

• Action
  Delete Retell LLM

  Delete a Retell LLM response engine.

• Action
  Get a Call

  Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency.

• Action
  Get an Agent

  Retrieve the full configuration of a Retell AI voice agent.

• Action
  Get a Phone Number

  Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings.

• Action
  Get a Retell LLM

  Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states.

• Action
  Get a Voice

  Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link.

• Action
  Get Concurrency

  Gets your Retell AI organization's current number of ongoing calls and its concurrency limits.

• Action
  Get Knowledge Base

  Retrieve the details of a knowledge base, including its processing status and sources.

• Action
  Import Phone Number

  Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it.

• Action
  List Agents

  Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search.

• Action
  List Calls

  List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those).

• Action
  List Knowledge Bases

  List all knowledge bases in the Retell AI account.

• Action
  List Phone Numbers

  Lists the phone numbers in your Retell AI account (up to 1000).

• Action
  List Retell LLMs

  Lists the Retell LLM response engines in the account.

• Action
  List Voices

  List all voices available to the Retell AI account.

• Action
  Make a Phone Call

  Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent.

• Action
  Register Phone Call

  Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to.

• Action
  Update Agent

  Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed.

• Action
  Update Call

  Update the metadata, data storage setting or custom attributes of an existing Retell AI call.

• Action
  Update Phone Number

  Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed.

• Action
  Update Retell LLM

  Update an existing Retell LLM response engine's configuration (prompt, model, etc).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.