Getting Started — Alvio Integration

This guide walks you step by step through integrating Alvio with your system. After a first failed call attempt, Alvio takes over on WhatsApp to qualify the lead and schedule an appointment when relevant.

Don't have a custom CRM?

This guide is for companies with their own system or a custom CRM that requires technical integration.

If you don't need deep integration, Alvio can simply provide a shared calendar that your teams subscribe to. Each confirmed appointment appears automatically with all details (summary, transcript, contact info). Contact us for this option.

Flow overview

┌─────────────────────────────────────────────────────────────────────────┐
│                         YOUR SYSTEM                                     │
│                                                                         │
│   Call #1 failed ──────▶ Send lead to Alvio (POST webhook)              │
│   (no answer / busy)     { crm_contact_id, phone_number }              │
│                                                                         │
└─────────────────────────────────────┬───────────────────────────────────┘
                                      │
                                      ▼
┌─────────────────────────────────────────────────────────────────────────┐
│                              ALVIO                                      │
│                                                                         │
│   WhatsApp contact ──────▶ Qualification ──────▶ Booking               │
│                                                                         │
└─────────────────────────────────────┬───────────────────────────────────┘
                                      │
                                      ▼
┌─────────────────────────────────────────────────────────────────────────┐
│                         YOUR SYSTEM                                     │
│                                                                         │
│   Receive Alvio status ──────▶ Update CRM                               │
│   (MEETING_BOOKED / NOT_REACHABLE / OPT_OUT / NO_OUTCOME)               │
│                                                                         │
└─────────────────────────────────────────────────────────────────────────┘

Integration checklist

Phase 1 — Preparation (Your team)

#	Task	Owner	Status
1.1	Identify the trigger in your system (e.g. call #1 failed)	Business	☐
1.2	Define fields to send to Alvio (crm_id, phone, name, etc.)	Business	☐
1.3	Prepare a webhook endpoint to receive Alvio statuses	Tech	☐
1.4	Define CRM actions for each status (MEETING_BOOKED, OPT_OUT, etc.)	Business + Tech	☐

Phase 2 — Configuration (Alvio + You)

#	Task	Owner	Status
2.1	Alvio provides webhook URL + API key (test then production)	Alvio	☐
2.2	You provide your callback URL to receive statuses	Your tech team	☐
2.3	WhatsApp Business number configuration	Your marketing team	☐
2.4	Create and approve WhatsApp templates	Your marketing team	☐
2.5	Connect WhatsApp number to Alvio	Alvio + You	☐

Phase 3 — Development (Your team)

#	Task	Description	Status
3.1	Send leads	Implement POST call to Alvio webhook	☐
3.2	Receive statuses	Implement callback endpoint	☐
3.3	Handle MEETING_BOOKED	Create appointment in CRM + notify sales rep	☐
3.4	Handle NOT_REACHABLE	Mark contact (invalid number / no WhatsApp)	☐
3.5	Handle OPT_OUT	Mark contact as opt-out	☐
3.6	Handle NO_OUTCOME	Update status (manual follow-up possible)	☐

What you need to prepare

1. Sending leads to Alvio

Your system must send an HTTP POST when a call fails:

{
  "crm_contact_id": "CRM_123456",
  "phone_number": "+33612345678"
}

Recommended optional fields: name, email, business context, assigned rep. See the webhook integration guide for the full payload.

2. Callback endpoint (receiving statuses)

You must expose an HTTPS URL to receive Alvio events:

POST https://your-domain.com/api/alvio/callback

Possible statuses:

Final statuses:

Status	Meaning	Suggested action
`MEETING_BOOKED`	Appointment confirmed	Create appointment in CRM, notify sales rep
`NOT_REACHABLE`	Invalid number or no WhatsApp	Mark contact, plan another channel
`OPT_OUT`	Prospect asked to stop	Respect choice, do not contact again
`NO_OUTCOME`	Conversation without clear outcome	Manual follow-up possible, review in 24–48h

Intermediate statuses (optional):

These allow real-time progress tracking. Implementing them is optional.

Status	Meaning	Suggested action
`FIRST_MESSAGE_DELIVERED`	First message sent successfully	Update CRM status (contact in progress)
`FIRST_MESSAGE_READ`	Prospect read the message	Engagement indicator
`RESPONSE_RECEIVED`	Prospect replied	Active conversation

What Alvio provides

Item	Description
Webhook URL	Endpoint to send your leads (test + production)
API key	Authentication for secure exchanges
Technical support	Assistance during integration
WhatsApp connection	Configuration of the link with your number

What your marketing team needs to prepare

Item	Description
WhatsApp Business number	Dedicated number to connect to Alvio
Meta Business account	Access to Meta Business Manager
WhatsApp templates	Meta-approved messages (Alvio can advise)

See the WhatsApp Business API Guide for configuration details.

Example callback payloads

MEETING_BOOKED (appointment confirmed)

{
  "crm_id": "CRM_123456",
  "status": "MEETING_BOOKED",
  "meeting": {
    "start": "2026-01-24T14:30:00+01:00",
    "timezone": "Europe/Paris"
  },
  "ai_summary": "Prospect interested in the offer. Asked technical questions and price. Appointment confirmed with an expert.",
  "conversation_transcript": "See example below"
}

NOT_REACHABLE

{
  "crm_id": "CRM_123456",
  "status": "NOT_REACHABLE",
  "details": { "reason": "NO_WHATSAPP" }
}

OPT_OUT

{
  "crm_id": "CRM_123456",
  "status": "OPT_OUT",
  "details": { "reason": "STOP" }
}

NO_OUTCOME

{
  "crm_id": "CRM_123456",
  "status": "NO_OUTCOME",
  "ai_summary": "Conversation started. Prospect replied partially then went silent.",
  "conversation_transcript": "..."
}

Intermediate statuses (optional)

{
  "crm_id": "CRM_123456",
  "status": "FIRST_MESSAGE_DELIVERED"
}

{
  "crm_id": "CRM_123456",
  "status": "FIRST_MESSAGE_READ"
}

{
  "crm_id": "CRM_123456",
  "status": "RESPONSE_RECEIVED"
}

Example conversation_transcript

The conversation_transcript field contains the full anonymized conversation history. Example:

🗨️ CONVERSATION SUMMARY

=====================================

📞 Contact: Prospect A12
🏢 Company: Not provided
📱 Phone: +33 6 ** ** ** 04
📞 Company number: +33 6 ** ** ** 90
📊 Current status: resolved
🏷️ Kanban stage: responded
📅 Start: 08/10/2025 09:31
⏰ Last activity: 13/10/2025 13:36

-------------------------------------

📋 MESSAGE HISTORY:
Oct 8, 2025 at 09:31 - 💬 Agent: Hello, I'm [First name] from [Company]. Thanks for your request, do you know this product?
Oct 8, 2025 at 09:31 - 👤 Client: No
Oct 8, 2025 at 09:32 - 💬 Agent: OK! [Product description and benefits]. Do you use a similar product?
...
=====================================
Conversation updated automatically by Alvio.

Next steps

Contact Alvio to receive your test credentials
Share your callback URL so we can configure callbacks
Start with Phase 3 — implement the endpoints

Questions? Our technical team is available to support you at every step.

Introduction WhatsApp Business API Guide