Integrations

Integrations let you connect your agent to external services like CRMs, calendars, and business tools. This enables automated data flow between your voice agent and the systems your business already uses.

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Location

Left Sidebar → Integrations

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Available Integrations

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Salesforce Integration

The Salesforce integration allows your agent to:

• Look up contact records
• Create and update leads
• Log call activities
• Trigger workflows

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Setup

1. Click “Configure” next to Salesforce
2. Connect your Salesforce account
3. Configure field mappings
4. Test the connection

→ NEEDS PLATFORM INFO: Detailed Salesforce configuration steps

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Using Integrations in Conversational Flow

In Conversational Flow agents, integrations appear in the Node Palette:

1. Open your workflow
2. Find integrations in the left panel
3. Drag integration node onto canvas
4. Configure the specific action

This lets you trigger integration actions at specific points in the conversation.

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Enterprise Integrations

Some advanced integrations require:

• Enterprise plan
• Custom configuration
• Sales team engagement

Contact sales for:

• Custom CRM integrations
• ERP connections
• Proprietary system APIs
• High-volume data sync

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Coming Soon

We’re actively building more integrations:

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What’s Next