Integrations

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Integrations let your agent connect directly to external services like CRMs — without custom API configuration. Click, authenticate, and you’re connected.

Location: Left Sidebar → Integrations

Integrations page
Available integrations

Available Integrations

We support integrations with Salesforce, Zendesk, Zoho, Fiserv, TSYS, and more.

Some integrations (like Salesforce) are available to install directly. Others show Talk to Sales — reach out and we’ll enable them for your account.


Connecting Salesforce

1

Click Install

Find Salesforce on the integrations page and click Install.

2

Enter Your Subdomain

Enter your Salesforce subdomain (the part before .my.salesforce.com).

Salesforce subdomain modal
Salesforce connection modal
3

Authenticate

Follow the prompts to log in and authorize the connection.

Once connected, your agent can sync with Salesforce automatically.


Need Something Else?

For services not listed, use API Calls to connect to any REST API.