Integrations

Plugs into the stack your team already uses.

Connection options for messaging, voice, calendars, payments and data. Setup, permissions and testing are required; not all are verified end to end.

Messaging & Voice

Conversation and template tools require a connected WhatsApp number, provider permissions and sending tests.

Email workflows require provider setup; tracking depends on available integrations and testing.

Voice tools require provider setup, permissions and call/summary testing.

Review available calendar and scheduling connections and test them before use.

Per-rep and per-team booking pages with custom branding.

Subscriptions and credit packs through Stripe; not a guarantee of end-to-end customer invoicing automation.

Discuss required local payment gateways; availability needs integration review.

Authorised MCP: list businesses, deals, contacts and tasks, and create a task only.

Review supported connection points and security requirements for each integration before operation.

Upload documents for context; external storage connections need availability verification.