Integrations
Integrations connect the platform with third-party services to extend functionality and automate workflows. Configure integrations per workspace to enable telephony, scheduling, payments, automation, and advanced features. This guide covers available integrations, configuration steps, and best practices for each service.
Understanding Integrations
Integrations extend platform capabilities by connecting with external services. Each integration serves a specific purpose and requires proper configuration.
Workspace Configuration
Integrations are configured per workspace, allowing different workspaces to use different service accounts or configurations.
Credential Verification
Always verify credentials in Settings after configuration. Test integrations to ensure they work correctly before relying on them in production.
Twilio Integration
Twilio powers voice calls and SMS capabilities. It's the primary telephony provider for the platform.
Features
Voice Calls
Make and receive voice calls through Twilio's global network. Supports high-quality audio and reliable connections.
SMS Messaging
Send and receive SMS messages. Useful for notifications, confirmations, and two-way communication.
Call Recording
Automatically record calls for quality assurance, compliance, and training purposes. Recordings are stored and accessible via URLs.
Voicemail & Queuing
Handle voicemail messages and call queuing. Route calls efficiently and ensure no calls are missed.
Setup Instructions
- Sign up for a Twilio account at twilio.com if you don't have one
- Navigate to Twilio Console → Account → API Keys & Tokens
- Copy your Account SID and Auth Token
- Go to Settings → API Settings in the platform
- Enter your Twilio Account SID and Auth Token
- Save settings and verify connection (test with a small call if possible)
VAPI (Vonage Voice API) Integration
VAPI provides an alternative telephony provider for voice calling capabilities.
Setup Instructions
- Sign up for a VAPI account if you don't have one
- Obtain your VAPI authentication token from the VAPI dashboard
- Go to Settings → API Settings in the platform
- Enter your VAPI Token
- Save settings and verify connection
Cal.com Integration
Cal.com enables appointment scheduling and calendar integration, allowing AI assistants to book appointments automatically.
Features
Appointment Booking
AI assistants can automatically book appointments during calls. Appointments are created in Cal.com and synced with calendars.
Meeting Links
Automatically generate meeting links for scheduled appointments. Links are provided to callers and added to appointment records.
Calendar Sync
Appointments sync with connected calendars (Google Calendar, Outlook, etc.) for seamless scheduling.
Availability Management
Respect calendar availability when booking appointments. Only suggest available time slots.
Setup Instructions
- Sign up for a Cal.com account if you don't have one
- Create an API key in Cal.com settings (Settings → API → API Keys)
- Configure event types in Cal.com that you want to use for appointments
- Go to Settings → API Settings in the platform
- Enter your Cal.com API key
- Select the event type for appointments
- Save settings and test appointment creation
Stripe Integration
Stripe powers wallet refills and subscription billing. It's configured at the system level by Super Admins.
Features
Wallet Refills
Process wallet refill payments securely. Users can add funds to their wallet using saved payment methods.
Subscription Billing
Handle subscription payments automatically. Charge users for plan renewals and manage subscription lifecycle.
Payment Methods
Securely store payment methods for recurring billing. Users can add multiple cards and set defaults.
Webhook Processing
Receive payment events via webhooks. Automatically update wallet balances and subscription status.
Setup Instructions (Super Admin Only)
- Sign up for a Stripe account if you don't have one
- Navigate to Stripe Dashboard → Developers → API keys
- Copy your Publishable Key and Secret Key (use test keys for development, live keys for production)
- Go to Settings → Stripe API Settings in the platform (Super Admin only)
- Select Stripe Mode (test or live)
- Enter your Publishable Key and Secret Key
- Configure webhook in Stripe Dashboard (Developers → Webhooks) and enter webhook secret
- Save settings and test with a small payment
Security: Stripe credentials provide full access to payment processing. Only Super Admins should configure Stripe settings. Never share Stripe keys or commit them to version control.
Webhooks & CRM Integrations
Webhooks and CRM integrations enable automation and data synchronization with external systems.
Webhook Notifications
The platform can send webhook notifications for various events:
Webhook Events
- Call Events: Notifications when calls are completed, including call details, status, duration, recording URLs, and summaries
- Appointment Events: Notifications when appointments are created, updated, or canceled, including appointment details and meeting links
- Campaign Events: Notifications for campaign status changes, completion, errors, or milestones
- Contact Events: Notifications when contacts are created, updated, flagged, or imported
Webhook Security: Always validate webhook payload signatures if provided by the integration. Use HTTPS for webhook URLs to ensure secure communication. Never process webhooks from untrusted sources.
Zapier Integration
Zapier enables automation between the platform and thousands of other apps (available on Business and Agency plans):
Common Zapier Use Cases
- CRM Sync: Automatically sync contacts and call data to CRM systems (Salesforce, HubSpot, etc.)
- Email Notifications: Send email notifications when calls are completed or appointments are booked
- Data Export: Automatically export call logs and contact data to spreadsheets or databases
- Workflow Automation: Trigger actions in other apps based on platform events (e.g., create tasks, send messages)
Native CRM Integrations
Agency plans include native CRM integrations for direct data synchronization:
Features
- Direct Sync: Two-way synchronization between platform and CRM systems
- Contact Management: Automatically sync contacts, updates, and flags between systems
- Call Logging: Automatically log calls and call summaries to CRM records
- Appointment Sync: Sync appointments and meeting links with CRM calendars
ElevenLabs Integration
ElevenLabs provides premium AI voices for enhanced call quality (available on Agency plan):
Features
- Premium Voices: Access to high-quality, natural-sounding AI voices
- Voice Customization: Customize voice characteristics to match your brand or use case
- Enhanced Quality: Improved call quality and more natural conversations
- Multiple Languages: Support for multiple languages and accents
Best Practices
Integration Configuration
- Verify Credentials: Always verify credentials in Settings after configuration. Test integrations to ensure they work correctly.
- Per Workspace: Configure integrations per workspace when possible. Different workspaces may need different service accounts.
- Test Before Production: Test all integrations in development or staging before deploying to production.
- Document Configuration: Document integration configurations for reference and disaster recovery.
Security
- Secure Credentials: Store API keys and credentials securely. Never commit them to version control or share them publicly.
- Validate Webhooks: Always validate webhook payload signatures if provided by the integration. Use HTTPS for webhook URLs.
- Rotate Keys: Regularly rotate API keys and credentials to reduce risk of compromise.
- Monitor Usage: Regularly monitor integration usage and access logs to identify unusual activity.
Testing & Monitoring
- Test Regularly: Test integrations regularly to ensure they continue working correctly after updates or changes.
- Monitor Errors: Monitor integration error logs and webhook delivery failures. Address issues promptly.
- Review Performance: Review integration performance and optimize as needed. Slow integrations can impact user experience.
- Plan for Failures: Implement error handling and retry logic for integration failures. Don't rely on integrations for critical operations without fallbacks.
Troubleshooting
Integration not working
Checklist:
- Verify credentials: Check that API keys and credentials are correctly entered in Settings. Ensure there are no extra spaces or typos.
- Test credentials: Test credentials directly with the provider's API or dashboard to verify they're valid.
- Check account status: Verify that your provider account is active and in good standing. Suspended accounts cannot make API calls.
- Review error logs: Check application logs for integration errors. Error messages often indicate the specific issue.
- Verify permissions: Ensure API keys have the necessary permissions for the operations you're trying to perform.
- Check rate limits: Verify you haven't exceeded API rate limits. Some providers throttle requests.
Webhooks not being received
Checklist:
- Verify webhook URL: Check that webhook URLs are correctly configured in the provider dashboard. URLs must be publicly accessible.
- Test accessibility: Test webhook URLs from external networks to ensure they're accessible. Providers cannot reach internal URLs.
- Check firewall: Ensure firewalls are not blocking incoming webhook requests. Webhooks require inbound HTTP/HTTPS access.
- Verify SSL: If using HTTPS, ensure SSL certificates are valid. Invalid certificates will cause webhook failures.
- Check provider logs: Review provider dashboard logs for webhook delivery failures. This helps identify connectivity issues.
- Test webhook: Use provider's webhook testing tools to verify webhook delivery. Some providers offer webhook testing utilities.