Quickstart

This guide walks you through triggering your first outbound call using the Oktivo CRM API.

Prerequisites

An Oktivo account (sign up here)
At least one configured agent in your dashboard
Sufficient credits in your account

Steps

Create your account at app.oktivo.com/signup and log into the dashboard.

Create an agent

Navigate to Agents in the sidebar and create a new agent. Configure:

System prompt what the agent should say and how it should behave
Voice select a voice provider and voice ID
Analysis schema define structured fields to extract from the call (e.g., interested, callback_time)

Generate an API token

Go to Settings → API Tokens and create a new token:

Give it a descriptive name (e.g., my-crm-integration)
Set an expiry (e.g., 90 days)
Copy the token immediately it won’t be shown again

Your token will look like: okt_a1b2c3d4e5f6...

Trigger your first call

Use the API to trigger an outbound call:

curl -X POST https://client-backend.oktivo.com/api/v1/crm/calls \
  -H "Authorization: Bearer okt_your_token_here" \
  -H "Content-Type: application/json" \
  -d '{
    "phone": "+14155551234",
    "name": "John Doe",
    "agentId": "your-agent-id"
  }'

const response = await fetch('https://client-backend.oktivo.com/api/v1/crm/calls', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer okt_your_token_here',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    phone: '+14155551234',
    name: 'John Doe',
    agentId: 'your-agent-id',
  }),
});

const data = await response.json();
console.log(data);
// { success: true, data: { contactUID: "...", campaignUID: "..." } }

import requests

response = requests.post(
    "https://client-backend.oktivo.com/api/v1/crm/calls",
    headers={
        "Authorization": "Bearer okt_your_token_here",
        "Content-Type": "application/json",
    },
    json={
        "phone": "+14155551234",
        "name": "John Doe",
        "agentId": "your-agent-id",
    },
)

print(response.json())
# {"success": True, "data": {"contactUID": "...", "campaignUID": "..."}}

A successful response returns a contactUID you can use to track the call.

Set up a webhook for results

Create a webhook endpoint to receive call results:

curl -X POST https://client-backend.oktivo.com/webhooks/endpoints \
  -H "Authorization: Bearer YOUR_JWT_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "url": "https://your-app.com/webhooks/oktivo",
    "eventTypes": ["call.ended", "call.analysis_ready"]
  }'

When the call completes, you’ll receive a POST to your URL with call details and analysis results.

What’s Next?

Authentication understand JWT vs API token auth
CRM Integration Guide full integration walkthrough
Retry Logic configure automatic retries for failed calls
Webhooks set up event-driven integrations

Getting Started

Core Concepts

Guides

Quickstart

Quickstart

Prerequisites

Steps

What’s Next?

​Quickstart

​Prerequisites

​Steps

​What’s Next?

Quickstart

Prerequisites

Steps

What’s Next?