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

Udit-takkar · 2025-08-09T12:24:31Z

What does this PR do?

TODO

Use correct new dynamic variables and pass all of them
Fix deletion workflow. Agent is sometimes not deleted from local DB
Test whether credits are deducted properly and add tests
Fix RBAC bug while updating workflow
Update general_tools during test call to make sure check_availability and book_appointment is working
Check if prompt can be formatted like in design (ref feat: cal.ai self serve #21827 (comment))

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 .

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

Click on setup to create an agent that would open up a sidebar
Go to phone number section and click on buy phone number

Screen.Recording.2025-08-05.at.12.59.01.AM.mov

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)

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).
N/A 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?

coderabbitai · 2025-08-09T12:24:39Z

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vercel · 2025-08-10T22:49:23Z

The latest updates on your projects. Learn more about Vercel for Git ↗︎

2 Skipped Deployments

Project	Deployment	Preview	Comments	Updated (UTC)
cal	⬜️ Ignored			Aug 12, 2025 0:17am
cal-eu	⬜️ Ignored			Aug 12, 2025 0:17am

linear · 2025-08-12T10:07:29Z

CAL-6221 Cal.ai self serve

Udit-takkar · 2025-08-12T12:21:30Z

apps/web/app/api/webhooks/retell-ai/route.ts

+    .passthrough(),
+});
+
+async function handleCallAnalyzed(callData: any) {


This route is responsible for deducting credits after we get call_analyzed event from retell ai

Udit-takkar · 2025-08-12T12:22:19Z

packages/features/bookings/lib/getBookingFields.ts

+export const getAIAgentCallPhoneNumberField = () =>
+  ({
+    name: CAL_AI_AGENT_PHONE_NUMBER_FIELD,
+    type: "phone",
+    defaultLabel: "phone_number_for_ai_call",
+    defaultPlaceholder: "enter_phone_number",
+    editable: "system",
+  } as const);


A new phone number field is included once workflow is active on a event type

Udit-takkar · 2025-08-12T12:22:55Z

packages/features/calAIPhone/providers/retellAI/services/__tests__/PhoneNumberService.test.ts

    };

-    it("should successfully import phone number without agent", async () => {
+    it("should successfully import phone number with agent", async () => {


not much change in the logic. we just need to make sure when importing phone number we have already created an agent

Udit-takkar · 2025-08-12T12:24:40Z

packages/features/calAIPhone/providers/retellAI/services/AgentService.ts

@@ -23,6 +26,26 @@ export class AgentService {
    private agentRepository: AgentRepositoryInterface
  ) {}

+  private async generateUniqueAPIKey({ userId, teamId }: { userId: number; teamId?: number }) {


Need api key for https://docs.retellai.com/build/book-calendar functions like book_appointment

feat: Cal.ai Self Serve #2

b0f7977

github-actions bot added the ❗️ .env changes contains changes to env variables label Aug 9, 2025

keithwillcode added core area: core, team members only enterprise area: enterprise, audit log, organisation, SAML, SSO labels Aug 9, 2025

vercel bot had a problem deploying to Preview – dev August 9, 2025 12:36 Failure

chore: fix import and remove logs

28463cd

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fix: update checkout session

fda4c1a

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Udit-takkar added 4 commits August 11, 2025 17:07

fix: type errors and test

c8832ac

fix: imports

5c67701

fix: type err

28c5201

fix: type error

02785d3

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fix: tests

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chore: save progress

600e39a

vercel bot had a problem deploying to Preview – dev August 12, 2025 08:17 Failure

fix: workflow flow

363c91b

Udit-takkar added the High priority Created by Linear-GitHub Sync label Aug 12, 2025

vercel bot deployed to Preview – dev August 12, 2025 11:01 View deployment

Udit-takkar added 2 commits August 12, 2025 17:09

fix: workflow update bug

c2a3e99

tests: add unit tests for retell ai webhoo

cf422aa

github-actions bot added ai area: AI, cal.ai workflows area: workflows, automations labels Aug 12, 2025

fix: status code

0d10e99

Udit-takkar commented Aug 12, 2025

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