Integrations

Turn conversations into outcomes: create tickets with transcripts, log CRM notes, book meetings, trigger workflows, and handle order questions.

Common workflows All connectors Setup steps Developers
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Common workflows

These are the most common ways teams connect tools. You can start simple and expand later.

Support ticket with transcript
When escalation is needed, create a ticket automatically.
  1. Customer asks a question (chat/phone/messaging)
  2. Agent collects required details
  3. Creates a ticket with summary + transcript
  4. Team responds with full context
Zendesk Freshdesk
Lead qualification + CRM note
Capture needs and log them for sales without manual copy/paste.
  1. Visitor asks about pricing/services
  2. Agent asks a few qualifying questions
  3. Logs a summary note to CRM
  4. Sales follows up with context
HubSpot Zapier
Book meetings end-to-end
Check availability, confirm a slot, and book it.
  1. Prospect asks to schedule
  2. Agent offers available times
  3. Collects name + email
  4. Books and confirms
Calendly
Order questions (commerce)
Handle common order status and product questions fast.
  1. Customer asks about an order
  2. Agent looks up order info (when connected)
  3. Answers or escalates with a ticket
  4. Track outcomes so you can improve deflection
Shopify Zendesk/Freshdesk
Messaging support (WhatsApp/SMS/Instagram/Telegram)
Serve customers where they already talk to you.
  1. Inbound message arrives
  2. Agent answers from your content
  3. Escalates to ticket/CRM when needed
  4. Measure outcomes across channels
WhatsApp SMS Instagram Telegram
Custom tools (advanced)
If your tool isn’t native yet, connect a custom tool server.
  1. Connect your tool endpoint
  2. Enable only the tools you need per agent
  3. Audit calls and outcomes
  4. Expand safely over time

Helpdesk ticketing

Create support tickets from chat or voice with full transcripts and SLA-aware escalation logic.

  • Zendesk: ticket creation + transcript attachment
  • Freshdesk: ticket creation + transcript attachment

Setup steps →

CRM

Pull contact + deal context and log conversations back to your CRM.

  • HubSpot: read contact/deal context + write notes

Setup steps →

Automation

Trigger workflows on key events (lead captured, ticket created, chat ended).

  • Zapier: event-driven automations

Setup steps →

Commerce

Faster customer answers plus safe workflows for support actions.

  • Shopify: order lookup (order # + email), product search, returns/exchanges ticket workflow, optional order actions when enabled

Setup steps →

Scheduling

Let chat and voice agents propose times and book meetings end-to-end.

  • Calendly: availability → confirm timeslot → book directly (PAT + per-agent Event Type URL)

Setup steps →

Custom tools (advanced)

Connect custom tools when you need something that isn’t native yet.

  • Allowlisting: enable only the tools you want per agent
  • Audit logs: see what tools ran and whether they succeeded
  • Least privilege: keep automation safe and scoped

Developer setup →

Messaging channels

Serve customers in the channels they already use.

  • WhatsApp (Twilio): connect your Twilio account + route by number/keyword
  • SMS (Twilio): connect your Twilio account + route by number/keyword
  • Instagram: connect per-agent keys to reply to DMs and (optionally) comments/mentions
  • Telegram: connect BotFather token + webhook auto-setup

Channel setup →

Want a new integration?

If your tool isn’t listed, tell us what you need—we can build custom integrations and workflows.

Contact us →

Deploy fast. Connect outcomes.

Start free, then connect helpdesk/CRM/workflows as you scale.

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