CRM
Salesforce · HubSpot · Microsoft Dynamics · Zoho
- Pattern
- Read context · take approved action · write structured result
Before the call, bring in customer context. During it, let the agent use approved tools. After it, write transcripts, QA, extracted fields, outcomes and alerts back into your operation.
Salesforce · HubSpot · Microsoft Dynamics · Zoho
Zendesk · Freshdesk · Intercom · ServiceNow
Twilio · Telnyx · SIP trunks · Genesys / Avaya via SIP
Google Calendar · Microsoft Outlook
Webhooks · REST · S3 / object storage · Warehouse sinks
Custom REST actions · MCP tool definitions · Signed webhooks
POST /your-webhook → { call, transcript, qa, extraction, disposition }Standard systems can use established connectors. Internal or specialised systems can use documented REST actions, tool definitions and signed webhooks scoped to the deployment.
Salesforce · HubSpot · Microsoft Dynamics · Zoho
Zendesk · Freshdesk · Intercom · ServiceNow
Twilio · Telnyx · SIP trunks · Genesys / Avaya via SIP
Google Calendar · Microsoft Outlook
Webhooks · REST · S3 / object storage · Warehouse sinks
Custom REST actions · MCP tool definitions · Signed webhooks
Load relevant account, history, consent, policy and campaign context.
Look up status, create a case, check availability or book a next step within defined permissions.
Send the recording reference, transcript, QA, extraction, disposition and next action.
Route risk, vulnerability, compliance or operational flags to the right human workflow.
Access, authentication, retention, auditability and deployment boundaries are agreed for the customer environment. We publish only controls we can substantiate and document the exact data flow during technical design.
Read our security approach ↗We will trace what the agent needs before, during and after the call—and how each permission is bounded.