What we're building

We have a Retell AI voice agent that creates cases in IRS Logics CRM through a Supabase edge function. Currently, the edge function extracts caller_name, caller_phone, and estimated_tax_debt from the Retell function call and creates a case.

We need to also capture the Retell call_id so we can later link the call recording URL to the case (handled separately via n8n post-call webhook).

How Retell sends the payload

When Retell triggers a custom function, it sends a POST request to our edge function with this structure:

{
  "name": "generate_case_number",
  "call": {
    "call_id": "call_abc123...",
    "// other call context like transcript, etc."
  },
  "args": {
    "caller_name": "John Smith",
    "caller_phone": "+15551234567",
    "estimated_tax_debt": 15000
  }
}

Important: The call_id is inside the call object, NOT at the top level and NOT inside args.

Changes needed

1. Supabase cases table — add call_id column

• Add a new nullable text column call_id to the cases table
• This stores the Retell call ID (e.g., "call_abc123...")

2. Edge function — extract call_id from the call object

Update the edge function to extract call_id from the Retell payload like this:

const { name, call, args } = await req.json();
const call_id = call.call_id;
const { caller_name, caller_phone, estimated_tax_debt } = args;

Then include call_id when inserting into the cases table.

Summary of changes:

1. Add call_id (text, nullable) column to cases table
2. In the edge function, extract call_id from call.call_id in the request body
3. Include call_id when inserting into the cases table
4. Do NOT change anything else — the Logics CRM API call, response format, and existing fields should remain exactly the same