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Turn a confirmed email enquiry into a Brevo contact

Find Brevo contacts and save consented new email enquiries during HeyRik calls, without enrolling callers in marketing campaigns.

8 October 2026 · 3 min read · the HeyRik team

Brevo contact tools let your HeyRik assistant look up an email or save a new enquiry while the caller is still on the line. This is a live conversation workflow, not just a call-end webhook.

For Indian admissions, service and sales teams already using Brevo, it avoids copying an email from call notes into another contact database. It does not promise India data residency or replace your consent and identity-verification processes.

01

Two focused tools, separate controls

brevo_find_contact checks an exact caller-confirmed email and returns only the contact ID and email. Campaign statistics, list memberships and arbitrary attributes are not returned.

brevo_create_contact must be enabled separately. It requires the caller to confirm the email and explicitly agree to saving it. Existing contacts are returned without modification. New contacts are blocked from email and SMS marketing and are not assigned to lists. Saving an enquiry is not permission to market to it.

02

Connect your assistant

  1. 1Open Connected apps, choose your assistant and attach Brevo.
  2. 2Generate a dedicated API key in Brevo under SMTP & API. Brevo keys may grant broad account access; limit account privileges where possible and protect the key. If API IP restrictions are enabled, authorize the backend outbound IP.
  3. 3Save the key to verify a read request. HeyRik stores it encrypted and does not return it to the browser.
  4. 4Enable lookup, optionally enable enquiry creation, and instruct the assistant to ask for confirmation and consent before saving.
  5. 5Test known and unknown emails, refused consent, duplicate emails and provider failures before using real callers.
03

Handle uncertain writes safely

A timeout does not prove that a contact was not created. HeyRik does not automatically retry creation. On an unknown result, the assistant should look up the email or hand off to your team, rather than claiming success or repeating the write.

Disabling or disconnecting prevents subsequent tool actions; an already-running provider request may finish. Contact context reaches the AI provider and may appear in tool logs. Review your privacy notices and staff permissions.

04

What is outside this release

No campaign sends, list enrollment, marketing opt-in, contact merging, existing-contact updates, bulk imports or post-call sync. It reuses HeyRik's existing backend tool path, so no additional worker or super-admin credential is required.

FAQ

A little more before you begin.

Does saving a contact subscribe it to marketing?

No. New contacts are blocked from email/SMS marketing and no list assignment is sent. Existing contacts and their preferences are not changed.

Can the assistant overwrite existing contacts?

No. An existing exact-email match is returned without updating it, and the creation request disables overwrite and merge.

Is an email match identity verification?

No. Follow your normal verification process before disclosing stored information.

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