Custom Integrations Guide
Connect your AI agents to your external systems. Look up customer data, make changes, and execute actions in your CRM, ERP, or any REST API during live calls and widget conversations.
Overview
- Look up customer informationby phone number or email when a customer contacts you
- Check account status, subscription details, or order history
- Update customer records like changing an address or preferences
- Create tickets or cases in your support system
- Book appointments in your scheduling system
- Process payments or refunds
Key Features
| Feature | Description |
|---|---|
| One-Click Connect | Connect Salesforce, HubSpot, Zoho, Pipedrive, Monday.com, Zendesk via OAuth, or Stripe and Freshdesk via API key |
| Pre-Built Templates | 382 templates across 9 platforms — add actions in one click instead of configuring endpoints manually |
| Multiple Auth Types | Bearer Token, API Key, Basic Auth, Custom Headers |
| Auto Token Refresh | Automatic OAuth2 token refresh before expiration |
| Identity Verification | Verify customers before sharing sensitive data |
| Circuit Breaker | Automatic protection against cascading failures |
| Action History | Full audit trail with before/after states and revert capability |
In This Guide
How It Works
Architecture overview of custom integrations and action execution.
Auto Caller ID
Automatically identify callers by phone number before the conversation begins.
AI Instructions
Write effective instructions so the AI knows when and how to use each action.
API Connection
Enter your base URL and credentials to connect a custom REST API.
Auth Types
Bearer Token, API Key, Basic Auth, and Custom Header authentication.
Token Refresh
Automatic OAuth2 token refresh before expiration.
Platform Guides
Step-by-step setup for HubSpot, Salesforce, Zoho, Pipedrive, and more.
Creating Actions
Define endpoints, parameters, and configure action behavior.
Custom Request Body
JSON body templates with {{variable}} placeholders for dynamic values.
HTTP Methods
GET, POST, PUT, PATCH, DELETE — when to use each.
Parameters
Query, path, and body parameters the AI collects from customers.
Variables
Built-in variables like {{caller_phone}} and {{call_id}}.
Identity Verification
Verify customer identity before executing sensitive actions.
Real-World Examples
Full worked examples: CRM lookup, ticket creation, order tracking.
Troubleshooting
Fix common connection, authentication, and action failures.
Circuit Breaker
Automatic protection when your API is unavailable.
Action History
Audit log of every action executed with before/after state.
Execution Logs
Real-time logs of API requests and responses for debugging.
Need Help?
Having trouble with your integration? Our team is here to help.