CRM and sales
Create and update leads, contacts and activities with the details an agent collected.
Integrations
Third-Party Integrations
Connect agents to the CRM, ERP, support, calendar and inbox tools your team already uses, so they can read the right records and complete agreed actions.
Common connections
Typical systems include CRM, ERP, helpdesk, calendar, email and document storage. Availability depends on each vendor's API and your account.
ERP and orders
Read stock, price or order status where access is granted, and prepare permitted updates.
Email, calendar and helpdesk
Triage messages, prepare replies and create tickets or appointments.
How a connection is set up
Each connection is scoped to what one workflow needs.
Confirm access
Check the vendor API, plan and account permissions.
Map the data
Agree the records and fields the agent may read or write.
Build and test
Implement each action and test it outside live data.
Monitor
Track failed calls and changes in the vendor API.
Permissions stay narrow
Agents act through accounts and scopes agreed with the system owner.
- Use a dedicated integration account where the system supports it.
- Grant only the scopes the workflow needs.
- Log every write action with the workflow that made it.
Common questions
We reuse proven connectors where they fit, and build project-specific ones when needed. Either way, each action is tested for your account.
We look at alternatives such as exports, email-based intake or a reviewed manual step, and agree the trade-offs with you.
We choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.
Discovery call
Start with the work that slows you down.
Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.
Book a discovery call