Integrations
Table of Contents
- Understanding Integrations
- Accessing Integration Settings
- Calendar Integrations
- Connecting Google Calendar
- Connecting Microsoft Calendar
- Managing Calendar Connections
- Using Calendars with AI Employees
- Connection Troubleshooting
- Security and Permissions
- Future Integrations
Understanding Integrations
Integrations connect external services to enhance what your AI employees can accomplish.What Integrations Enable
Calendar Scheduling: AI employees can check availability and book appointments directly during calls. Enhanced Workflows: Automated actions based on conversation outcomes. Data Synchronization: Keep information consistent across systems. Extended Capabilities: Features that require external service access.Integration Philosophy
Integrations are designed to:- Enhance AI employee capabilities
- Require minimal setup
- Work seamlessly during conversations
- Maintain security and privacy
Accessing Integration Settings
Navigate to the integrations configuration page.Navigation Path
- Click Settings in the main navigation
- Select Integrations from the settings menu
- The Integrations page displays
Page Layout
The page shows:- Header with title and description
- Calendar Connections section
- Available integration options
- Connect buttons for new integrations
Calendar Integrations
Calendar integrations enable AI employees to schedule appointments during calls.How Calendar Integration Works
- Connection established: You connect your calendar account
- AI Employee enabled: You configure which AI employees can use calendars
- During calls: AI employees check availability and propose times
- Appointment created: When caller agrees, event is added to calendar
Supported Calendars
Google Calendar: Integration with Google Workspace calendars. Microsoft Calendar: Integration with Microsoft 365 / Outlook calendars.What AI Employees Can Do
With calendar access, AI employees can:- Check availability in real-time
- Propose available time slots
- Create calendar events
- Send meeting invitations
- Specify meeting duration
Connecting Google Calendar
Set up Google Calendar integration for appointment scheduling.Prerequisites
- Active Google account
- Access to Google Calendar
- Permission to authorize third-party apps
Connection Process
- Click Connect Calendar button
- Select Google Calendar option
- Google sign-in window opens
- Sign in to your Google account
- Review requested permissions
- Click Allow to authorize
- Redirected back to platform
- Success message confirms connection
What Permissions Are Requested
The integration requests:- View calendar events
- Create new events
- Check availability
- Access calendar metadata
Post-Connection
After connecting:- Your Google account appears in calendar connections
- You can assign it to AI employees
- Events can be created during calls
Connecting Microsoft Calendar
Set up Microsoft 365 / Outlook calendar integration.Prerequisites
- Active Microsoft account
- Access to Microsoft Calendar
- Permission to authorize third-party apps
Connection Process
- Click Connect Calendar button
- Select Microsoft Outlook option
- Microsoft sign-in window opens
- Sign in to your Microsoft account
- Review requested permissions
- Click Accept to authorize
- Redirected back to platform
- Success message confirms connection
Microsoft Account Types
Integration supports:- Microsoft 365 work/school accounts
- Personal Microsoft accounts
- Outlook.com accounts
Post-Connection
After connecting:- Your Microsoft account appears in connections
- You can assign it to AI employees
- Events can be created during calls
Managing Calendar Connections
Maintain your calendar integrations over time.Viewing Connections
The calendar connections section shows:- Connected accounts
- Email address associated
- Calendar provider (Google/Microsoft)
- Default status
- Connection date
Setting Default Calendar
If you have multiple calendars:- Click the actions menu for a connection
- Select Set as Default
- This calendar is used when no specific selection is made
Disconnecting Calendars
Remove a calendar connection:- Click the actions menu
- Select Disconnect
- Confirm the action
- Connection is removed
- AI employees can no longer book on this calendar
- Existing appointments remain
- Must reconfigure if calendar is needed again
Multiple Connections
You can connect multiple calendar accounts:- Different calendars for different purposes
- Team calendars alongside personal
- Backup connections
Using Calendars with AI Employees
Configure AI employees to use calendar integrations.Enabling Calendar Access
On the AI employee configuration page:- Access the Calendar settings
- View available calendar connections
- Enable calendars for this AI employee
- Configure booking parameters
Booking Configuration
Duration: Default appointment length (e.g., 30 minutes, 1 hour). Buffer time: Time between appointments for preparation. Availability windows: When appointments can be scheduled. Calendar selection: Which calendar receives bookings.How It Works in Calls
During a conversation:- Caller expresses interest in scheduling
- AI employee checks calendar availability
- Proposes available times to caller
- Caller selects preferred time
- AI employee creates the calendar event
- Confirmation provided to caller
Calendar Display Name
Configure how the calendar appears in conversations:- Friendly name for reference
- Helps caller understand what they are booking
Connection Troubleshooting
Resolve common integration issues.Connection Failed
If connection does not complete:- Verify you are signed in to correct account
- Check that you authorized all permissions
- Try refreshing the page and reconnecting
- Clear browser cache if issues persist
Calendar Not Showing
If connected calendar does not appear:- Refresh the integrations page
- Verify connection is still active
- Check for error messages
- Try disconnecting and reconnecting
Booking Failures
If appointments are not being created:- Verify calendar is enabled for AI employee
- Check calendar permissions are complete
- Ensure calendar is writable
- Review AI employee configuration
Permission Issues
If permission errors occur:- Revoke and re-authorize the connection
- Verify account has calendar access
- Check organization policies allow integration
Getting Help
If issues persist:- Use the “Ask AI” feature for guidance
- Contact support with specific error messages
- Include connection details in support requests
Security and Permissions
Understand the security aspects of calendar integrations.Data Access
Integrations access only necessary data:- Calendar availability
- Event creation capability
- Basic calendar metadata
- Email content
- Contacts beyond what you share
- Other account features
Permission Revocation
You can revoke access at any time:- Disconnect from the platform
- Remove from Google/Microsoft account settings
- Immediately terminates access
Data Handling
No storage of credentials: OAuth tokens used, not passwords. Minimal data retention: Only necessary information stored. Secure transmission: All data encrypted in transit.Organization Policies
Some organizations restrict third-party app access:- Check with IT if connection fails
- May need admin approval
- Organization policies may limit features
Future Integrations
The platform may expand integration options over time.Potential Future Integrations
CRM Systems: Connect to customer relationship management platforms. Support Platforms: Integration with helpdesk and ticketing systems. Communication Tools: Additional voice and messaging platforms. Business Tools: Other productivity and workflow systems.Staying Informed
Check for new integrations:- Release notes and announcements
- Settings page updates
- Support documentation
Feature Requests
If you need specific integrations:- Provide feedback through appropriate channels
- Describe your use case
- Integration priorities may be influenced by demand