Agents & knowledge

Actions and integrations

Agents can do things during a call, not just talk. Under Actions & Integration you can connect external systems (calendars, CRMs, webhooks) and give agents actions such as checking availability, creating bookings, or pushing lead details to your CRM.

Each action has a name and a description that tells the agent when to use it. During a conversation the agent decides — based on what the caller asked — whether to invoke an action, collects any missing details by asking, then performs it and confirms the result out loud.

Connect an integration first, then enable the relevant actions on each agent that should use them.

Every connector has its own article under Integrations: Jobber or Workiz for filing jobs, Calendly, Cal.com and Google Calendar for booking, Zoom for video meetings, texting the caller, sending email from your own address — through your own mail server, or through Brevo, Mailchimp, SendGrid, Postmark or Resend — and Zapier or Make for everything else, plus custom actions: connecting your own systems, for the systems none of them reach.