Digital MacaroniWhat software can an AI phone agent connect to?
Short answer
Almost anything your business already runs. We connect agents to calendars, CRMs, practice and case management, field-service, booking, commerce, accounting and messaging tools. If your software has an API, we're happy to look at it and show you how the agent can work inside it. And if what you need doesn't exist yet, we can build it.
Tools we connect agents to
| Kind of software | Examples | What the agent does there |
|---|---|---|
| Calendars and booking | Google Calendar, Outlook, Calendly, Acuity, Square Appointments | Reads real availability, books, moves and cancels appointments |
| CRMs | HubSpot, Salesforce, Keap, GoHighLevel, Zoho | Finds the caller, creates leads and contacts, logs the call |
| Dental and medical practices | Dentrix, Open Dental, Eaglesoft | Books patients, notes the reason for the visit, sends confirmations |
| Veterinary | ezyVet, Vetspire | Looks up the pet and owner, books the visit, writes the call notes |
| Home service | ServiceTitan, Housecall Pro, Jobber | Creates the job, books a window, sends the confirmation |
| Legal and insurance | Clio, MyCase, Lawmatics, Filevine, Applied Epic | Runs the intake, fills in the matter or policy record, books the consultation |
| Real estate | Follow Up Boss | Captures the lead, notes what they want, sets up the showing |
| Restaurants and hospitality | SevenRooms, Tock, OpenTable | Takes the reservation and notes the occasion |
| Commerce and payments | Shopify, Square, Stripe | Checks stock and orders, holds items, takes deposits |
| Accounting | QuickBooks, Xero | Looks up invoices and balances, logs payments |
| Messaging | Text, WhatsApp, email, Slack, Microsoft Teams | Texts the caller, alerts your team, sends the call summary |
These are examples, not a fixed list. See it working in the new client intake demo, where the record fills in while the caller talks.
If it has an API, we can usually connect it
An API is the door a piece of software opens for other programs. If your software has one, even if it’s niche or built for your industry, send us its name: we’ll look at what it allows and tell you exactly what the agent can read and write there before any work begins.
No API? There are other ways in
- Zapier and similar tools, which reach thousands of apps without custom code.
- Email or a shared inbox, for systems that accept new work by email.
- A spreadsheet or database your team already works from.
Or build something new
Sometimes the right answer is a tool that doesn’t exist yet: a simple dashboard, an intake form or a small booking system made for how you work. We build those too, or connect what you have and build only what’s missing.
A core agent includes one integration of your choice; custom agents connect to as many systems as the job needs.
Common questions
Can an AI phone agent connect to my CRM?
Yes. We connect agents to CRMs such as HubSpot, Salesforce, Keap, GoHighLevel and Zoho, so every call finds or creates the contact and logs what happened.
What if my software isn't on your list?
If it has an API, send us its name and we'll check what the agent can do there. If it doesn't, Zapier, email or a shared spreadsheet usually works, or we can build what's missing.
How many integrations are included?
A core agent includes one integration of your choice, such as your calendar, CRM or any software with an API. Custom agents connect to as many systems as the job needs.
Want this for your business?
Tell us what you need and we’ll write back with questions and ideas.