You can link your incoming phone numbers to custom data sources. When a call comes in, your Bolna Voice AI agent automatically identifies the caller from the linked data source, matches it and pulls in relevant details—name, address, preferences, past history, anything you’ve got.
Incoming caller identification interface in Bolna Voice AI showing dynamic data source integration for personalized call handling

Bolna Voice AI agents can dynamically identify and match incoming callers.

This data is seamlessly injected into the Voice AI agent’s prompt so every interaction feels personalized, targeted and on-point.

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1. Internal API Integration (Real-Time Lookup)

Perfect for teams with existing databases.
  • Provide an API endpoint that accepts the caller’s phone number.
  • We automatically send the following information to this API which your application can consume and use:
    1. the incoming caller’s contact_number
    2. the agent_id to identify the agent
    3. the execution_id to identify the unique call
API integration setup for real-time caller identification in Bolna Voice AI showing endpoint configuration for customer data lookup

Bolna Voice AI agent fetching user details in real time using your internal API to identify incoming calls

For example: https://api.your-domain.com/api/customers?contact_number=+19876543210&agent_id=06f64cb2-31cd-49eb-8f81-5be803e12163&execution_id=c4be1d0b-c6bd-489e-9d38-9c15b80ff87c
  • We’ll call this API when a call comes in.
  • The returned data (JSON) is automatically merged into the AI prompt just before the call.
Please Note:
  • The endpoint has to be a GET endpoint
  • The supported authentication is Bearer Token

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2. CSV Uploads

For smaller teams who prefer simple and no-code data management for quick deployments and testing.
  • Upload a CSV file with contact_number having the phone numbers (with country code) and associated user info.
  • Bolna agents will automatically look up the incoming number and inject the matching row details into the prompt.
CSV file upload interface in Bolna Voice AI for caller identification showing contact data management for personalized interactions

Bolna Voice AI agent matching incoming caller data using a pre-uploaded CSV file.

contact_number,first_name,last_name
+11231237890,Bruce,Wayne
+91012345678,Bruce,Lee
+00021000000,Satoshi,Nakamoto
+44999999007,James,Bond

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3. Google Sheets Integration

The best of both worlds: real-time sync with spreadsheet simplicity.
  • Link a publicly accessible Google Sheet with user data and their details.
  • Bolna agents auto-syncs and looks up for the incoming number to pull the latest data associated with that phone number.
  • Your Google Sheet can continue updating the data —no re-uploads needed. Bolna agents will pick up the real-time available data automatically.
Google Sheets integration in Bolna Voice AI showing real-time caller data synchronization for dynamic customer identification

Bolna Voice AI agent connecting with a Google Sheet to recognize and personalize incoming calls.

contact_numberfirst_namelast_name
+11231237890BruceWayne
+91012345678BruceLee
+00021000000SatoshiNakamoto
+44999999007JamesBond