Product · integrations
Your agent talks on the phone and writes into your systems
A useful call does not end at "goodbye". The agent reads what it needs from your CRM, ERP or calendar, talks to the person, then writes the outcome back and, if you want, sends a confirmation message. Here is how each piece connects.
Updated 2 October 2026
What an integration with the voice agent really means
An integration works in two directions. Before the call, the agent receives the data it needs: who it is calling, which order or case is being discussed, which slots are free. After the call, the platform writes the outcome into your system: a note, a status, an appointment, an address correction. In between, the conversation happens on the phone, in the person's own language.
The home page shows the overall map. Here we go into detail: what we connect, what flows in each direction and who does what.
The types of integration, in brief
CRM
The agent can read the customer's data and write a note, a status and the call history into the CRM. Zoho is one example; other CRMs can be connected if they have an API.
ERP via API
It reads the orders to be confirmed, then writes the result: confirmed, cancelled, address corrected, plus the call note.
Calendar
It reads the free slots, offers the person on the phone 2-3 options and writes the appointment they choose.
An automatic message after the call, from your own WhatsApp Business account. The subscription with the messaging provider stays yours.
SMS and email
Confirmations and reminders by SMS; email sent from your address, through your own email server.
Knowledge base
Your documents and website, which the agent answers questions from, without inventing your company's policy.
What the agent receives and what the platform sends
| Criterion | The agent reads | The platform writes or sends | How it connects |
|---|---|---|---|
| CRM | The contact's data, history, the fields the scenario needs | Call note, status, next step, outcome | Through the CRM's API |
| ERP via API | The order, products, value, address, status | The outcome: confirmed, cancelled, address corrected, plus a note | Only if the ERP exposes an API for reading and writing |
| Calendar | Free slots within a time window | The appointment chosen by the person called | Built-in calendar in the platform, or your own calendar, as the case may be |
| The contact's number and language, the message template | The after-call message (for example which documents are still missing) | Through your WhatsApp Business account | |
| SMS | The number, the text of the confirmation | A confirmation or reminder SMS | Charged separately per message, see Pricing |
| The recipient's address, the content | An email sent from your address | Through your company's email server | |
| Knowledge base | Your documents and website pages | Writes nothing; it only answers from them | You upload and update the content |
Examples of data exchanged, no mystery
To make it clear what flows, here are typical fields in two generic scenarios (fictional data).
Cash-on-delivery order confirmation. From the ERP in: order number, customer name, phone, delivery address, products and the amount to collect. After the call out: the result (confirmed, refused, to be rescheduled), any corrected address and a note of what the customer said.
Document recovery. From the CRM in: case number, the contact, the list of missing documents. After the call out: the call note, the new status and, if you have enabled it, a WhatsApp message with what still needs to be sent.
The exact fields are chosen during setup, depending on what your system offers.
How an integration is done, step by step
-
You tell us which systems you use
In the registration form and the setup wizard, you list the CRM, ERP and calendar you want to connect.
-
We check whether they have an API
We ask for the API documentation or a test account. If the system has no API or does not allow writing, we tell you from the start what is possible and what is not.
-
We receive limited access
You create a key or a user with strictly the permissions needed (read, and write only where necessary). The connection credentials are stored encrypted.
-
We choose the fields
We agree what the agent reads, what it writes after the call and which field each piece of information goes into.
-
We test with trial calls
We run test calls and check in your system that notes, statuses or appointments appear correctly, before launch.
-
We launch and watch
The results appear in the portal and in your system. If your system changes, we adjust together.
Who does what
You choose the systems, create the access and confirm the fields. We set up the connection, run the tests and watch the first calls. Together we decide what the agent writes into the system and who is allowed to change it. Access to your data is described in Security: connections are encrypted, and the credentials for your systems are stored encrypted.
Message costs (SMS, WhatsApp, email) and the per-channel setup fee are on the Pricing page. How the agent uses this data in a real call is shown in How it works.
Frequently asked questions
Does the agent connect to my CRM?
Yes, if the CRM has an API. The agent can read the contact's data and write a note, a status and the call history. Zoho is an example, not a limit. For a CRM we do not know, we check the API together.
Can I connect my ERP for order confirmation?
Yes, through an API. The agent reads the orders to be confirmed and writes the outcome after the call. Your ERP must allow reading and writing through an API, and you create the access with the permissions needed.
How long does an integration take?
We do not promise a fixed time, because it depends on your system: the API documentation, test access and the fields chosen. Setting up an agent in the platform is quick, but connecting an external system is confirmed once we have seen the API.
What if my system has no API?
Tell us what you use. The agent can work without a direct integration: results appear in the portal, and the after-call messages (SMS, WhatsApp, email) are sent independently of your system.
What does the agent answer questions from?
From the knowledge base you upload: your documents and company website. For anything that is not there, the agent should not make things up, and you adjust the content based on real calls.
More
Continue with
How it works
From sign-up to your first test call and daily operation. See what the agent does on a call, how it retries and what you can check in the portal.
Security and GDPR
How we protect call data: clear GDPR roles, hosting in Romania, two-step verification, an audit log, data subject rights and what we do not claim.
Pricing
Public per-minute pricing: €0.195 in Romania, less at higher volumes. Calls nobody answers are free. See what is included and what is not.
Hear it, then decide.
Sign up, see the estimated cost in the form and test the agent on your own phone before it calls anyone.