Your assistant can connect directly into your existing data at two key points:
During a call
After a call
Example systems include CRMs (Salesforce, Hubspot, Odoo, Zoho, GoHighLevel), Ticketing systems (Zendesk, Intercom), Sales (Shopify), Appointment Booking (Phorest, Cliniko), etc.
We have pre-built connectors for hundreds of systems and can integrate to any system which has open API developer access (in simple terms an API key is a developer password that allows external connections access to your system). Some platforms don't allow API connections, and we cannot build connections to these.
Some systems allow for a degree of flexibility, so we will work with you to understand how you structure your data on the system and what is the most useful data to share with the assistant. After making the connection to your system, we add an 'interpretation layer' which only gives relevant data fields to your assistant and explains how to interpret it, rather than giving it access to everything on your system.
We don't charge you to build the integration.
Where do I go to manage my integrations?
From your Dashboard, locate the assistant that you wish to edit (most people only have one, but we support multiple assistants) and click the Control Panel (this is the button with the three dots, sometimes called an ellipsis menu). From there click Manage Custom Integrations.
How to request a new integration?
At the bottom of the Manage Custom Integrations page complete the form and we will be in touch.
How to manage an existing integration?
At the top of the Manage Custom Integrations page, any existing integrations will be listed with a count of the total number of times it has been called.
I want to revoke access to my system. How do I do this?
There are two ways to do this:
You can revoke the API key that you have provided to us on your external system
You can click Deactivate under the Existing Integrations section
Revoking access will stop the connection being made, but you still need to tell the assistant not to try and make the connection (which will now fail).
To do this, you need to update the Define Behaviours page to remove any instructions for your assistant to use the integration.
Can I see the technical details of each connection to my system?
Yes. The Integration History section of the Manage Custom Integrations page has the technical request and response data for each time the connection was made. We delete this data after 3 weeks, but you will still be able to see the date and time that the connection was made.
Can I integrate my calendar?
Yes. There is a separate process for this which is documented at the link below.