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Integrations ​

Welcome to the Integrations section! Here you'll learn how to connect your KI Agency platform with external systems to automate workflows and synchronize data.

What are Integrations? ​

Integrations allow your KI Agency platform to connect with external systems like CRM platforms, HR management systems, and other business tools. This enables automatic data synchronization and workflow automation.

Available Integration Types ​

Your platform supports different types of integrations:

  • Contact Sync: Automatically synchronize contact data between systems
  • Campaign Sync: Connect campaigns with external systems for automated lead processing and push call results back
  • Knowledge Base Sync: Keep your AI assistant's knowledge up-to-date with external data sources
  • Scheduling: Enable automatic meeting and appointment booking during calls

How Integrations Work ​

  1. Connection: Connect your external system using login approval, an API key, or the connection details requested on screen
  2. Configuration: Choose what should happen after the connection, for example syncing contacts, booking meetings, or sending call results back
  3. Automation: The system runs the sync or workflow for you in the background
  4. Monitoring: Check whether the connection is active and review problems if something stops working
  5. Disconnect (Optional): If you no longer need an integration, open Integrations and click Disconnect

Available Integrations ​

Cal.com Integration ​

Cal.com - Enable automatic meeting scheduling during phone calls. Your AI assistant can check availability, offer time slots, and book appointments seamlessly with your Cal.com calendar.

Microsoft Outlook Integration ​

Microsoft Outlook - Schedule meetings automatically using your Microsoft 365 Outlook calendar. Your AI assistant can check your Outlook availability and book appointments during calls. Requires administrator consent for your organization.

Compleet Integration ​

Compleet - Connect with Compleet's comprehensive business suite for workforce management, vendor management, recruiting, and employee self services to automate workflows and synchronize data.

Coveto Integration ​

Coveto - Connect with Coveto to synchronize new applications with your campaigns and optionally push call outcomes back to Coveto.

BITE Integration ​

BITE - Connect with BITE to sync new applications into campaigns and optionally push call outcomes back, including status-based updates and custom field mapping.

HR4YOU Integration ​

HR4YOU - Connect with HR4YOU to sync new applicants into campaigns and optionally push call outcomes back, including status-based updates.

Zvoove Integrations ​

Zvoove - Use Zvoove Recruit to sync new applications and Zvoove Temp Agency to find talent pool candidates or employees available during a selected period.

Talent 360 Integration ​

Talent 360 - Connect with Talent 360 to sync new applicants into campaigns by office scope and optionally push call outcomes back.

Talention Integration ​

Talention - Connect with Talention's recruiting platform to automate recruitment workflows and synchronize candidate data. All personnel marketing and recruiting tools in one platform.

GitHub Integration ​

GitHub - Automatically synchronize knowledge base content from GitHub repositories. Keep your AI assistant updated with documentation, FAQs, and other knowledge stored in your GitHub repositories.

WhatsApp Integration ​

WhatsApp - Connect your AI assistants to WhatsApp Business API for automated customer conversations. Enable two-way messaging, conversation management, and 24/7 customer support through the world's most popular messaging platform.

Email Channel ​

Email - Give every AI assistant a dedicated email address for automated email conversations. Customers can email your assistant and receive AI-powered replies, with full conversation thread support and 24-hour session continuity.

Getting Started ​

To access and set up integrations:

  1. Find Integrations: Look for the Integrations menu item in the sidebar navigation. It appears automatically when you log into your account.
  2. Browse Available Options: Click on Integrations to see all available integration options
  3. Connect: Click Connect on the integration you need
  4. Follow Setup: Complete the setup instructions for your chosen integration. Some integrations only need one click, while others ask for an API key, account ID, or extra fields.
  5. Configure: Open the related assistant or campaign and finish the settings shown there. You will only see options that are supported by that integration.
  6. Test: Verify the connection works correctly before going live

Best Practices ​

  • Security: Keep your API keys secure and don't share them
  • Testing: Always test integrations in a development environment first
  • Monitoring: Regularly check integration status and logs
  • Documentation: Keep track of your integration configurations

Integration Cleanup ​

You can disconnect an integration at any time from the Integrations page:

  1. Open Integrations
  2. Find the connected integration
  3. Click Disconnect

Disconnecting also works if the integration has no active workflow trigger. No extra steps are needed.

This removes the active account connection for that integration.

When you delete an assistant, all integrations connected to that assistant are automatically removed from the system. This ensures that:

  • No orphaned integration configurations remain
  • Your integration list stays clean and accurate
  • Data consistency is maintained across the platform

You don't need to manually disconnect integrations before deleting an assistant.

If you need help setting up integrations or encounter any issues, please contact your system administrator or our support team.