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feat: Cal.ai Self Serve #2 (WIP) #22995

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@Udit-takkar Udit-takkar commented Aug 9, 2025 •
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What does this PR do?

TODO

  • Use correct new dynamic variables and pass all of them
  • Test whether credits are deducted properly
  • Fix RBAC bug while updating workflow

This PR is the second PR for adding cal ai self serve feature

After first part #22919

#21827

  • Fixes Cal.ai self serve #22973 (GitHub issue number)
  • Fixes CAL-6221 (Linear issue number - should be visible at the bottom of the GitHub issue description)

How to test?

Pre requisite
Make sure you have RETELL_API_KEY and STRIPE_PHONE_NUMBER_MONTHLY_PRICE_ID for phone number billing.

now run in terminal stripe listen --forward-to localhost:3000/api/stripe/webhook --events checkout.session.completed and make sure you are using same secret in STRIPE_WEBHOOK_SECRET_BILLING .

  1. Create a workflow
  2. Select "Call Agent using Cal.ai Voice agent action"

Screenshot 2025-08-12 at 3 33 48 PM

  1. Click on setup to create an agent that would open up a sidebar
    Screenshot 2025-08-12 at 3 35 03 PM

  2. Go to phone number section and click on buy phone number

Screen.Recording.2025-08-05.at.12.59.01.AM.mov
  1. Now you can activate this on some event types and you see a new phone number input on the booking page (Just like SMS reminder workflow action)

Screenshot 2025-08-05 at 1 02 57 AM

When you book a meeting a task is scheduled in tasker which can be executed when to make a request to http://localhost:3000/api/tasks/cron.

Mandatory Tasks (DO NOT REMOVE)

  • I have self-reviewed the code (A decent size PR without self-review might be rejected).
  • I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
  • I confirm automated tests are in place that prove my fix is effective or that my feature works.

How should this be tested?

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coderabbitai bot commented Aug 9, 2025 •
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@github-actions github-actions bot added the ❗️ .env changes contains changes to env variables label Aug 9, 2025
@keithwillcode keithwillcode added core area: core, team members only enterprise area: enterprise, audit log, organisation, SAML, SSO labels Aug 9, 2025
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linear bot commented Aug 12, 2025

CAL-6221 Cal.ai self serve

@Udit-takkar Udit-takkar added the High priority Created by Linear-GitHub Sync label Aug 12, 2025
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Cal.ai self serve
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