Connect calendar, CRM, help desk, and messaging so answers turn into actions.
What it is
The action layer for your Public AI Agent.
When the agent has enough context and your rules allow it, it books meetings, opens tickets, updates contacts, and sends messages—directly inside the systems you already use. Every step is tied to a cited answer and logged with IDs and links, so teams can trust the result without copy/paste or guesswork.
You stay in control. Choose which actions are allowed, what fields are required, and when to ask for confirmation or approval. Start read-only (check availability, find a record), then enable write actions (book, create, update) as confidence grows. Scoped credentials, rate limits, and redaction keep behavior safe and compliant.
Integration types (examples)
- Calendars (Google, Outlook/Microsoft 365) for scheduling and holds.
- CRMs (HubSpot, Salesforce, Pipedrive) for contacts, companies, deals, and notes.
- Help desks and ITSM (Zendesk, Freshdesk, ServiceNow, Jira Service Management) for tickets, workflows, and SLAs.
- Messaging (email, SMS, chat via Outlook/Gmail, Twilio, Slack, Teams) for confirmations and follow-ups.
- Forms and files (Typeform, Gravity Forms, Google Drive, SharePoint) for intake, uploads, and attachments.
- Billing and payments (Stripe, QuickBooks, Square) for invoices, quotes, and receipts.
- Projects and tasks (Asana, Jira, Trello, Monday) for assignments and checklists.
- Marketing automation (Mailchimp, Marketo, HubSpot Marketing) for subscriptions and nurture steps.
- Data and BI (Snowflake, BigQuery, Redshift; webhooks/Zapier/Make) for event streaming and reporting.
How it works
The agent recognizes intent, extracts key fields (names, emails, dates, amounts, IDs), validates against your rules, and either performs the action or asks for confirmation. If something is missing or high-risk, it asks for the missing detail or hands off to a human with full context.
For people
In the chat, users jump straight to next steps—“Find a time,” “Open a ticket,” “Send me the form,” “Update my details.” Fields are pre-filled from the conversation, confirmation is requested when required, and a tracking link closes the loop so no one repeats themselves.
For machines
Your domain’s machine endpoint advertises available actions with clear inputs and expected outputs. Other assistants can call them with structured parameters and receive structured results, keeping inter-agent workflows consistent and auditable.