CRM & lead management
Contacts, opportunities, notes, stages, tasks and assignment.
AI Integrations
The agent becomes useful when it can work with company systems.
We connect conversations and automation to CRM, calendars, payments, bookings, ticketing, databases, APIs and internal applications.
Data moves between systemswithout manual copyingInteractive demo
SourcesCRMCalendarBilling
01Reads the data↓02Applies the rules↓03Sends the action
OutcomesBooking createdInvoice generatedTeam notified
Example:conversation → CRM check → booking → confirmation sent
Connectable systems
Calendars & bookings
Availability, appointments, changes, cancellations and reminders.
Billing, invoicing & payments
Invoices, recurring billing, payment status, payment links and related documents.
Communication & support
Email, SMS, WhatsApp, ticketing and internal notifications.
APIs & internal applications
Webhooks, databases and internally built systems.
Analytics & reporting
Events, logs, dashboards and operational feedback.
Architecture
The minimum combination required by the process.
We do not add platforms merely to complicate the project. We choose a reliable, measurable and operable integration.
Clear permissions
The agent sees and changes only the required data.
Validations
Data and actions are checked before execution.
Fallback
Exceptions are transferred or placed in a safe flow.
Traceability
Actions are logged for control and optimisation.
Contact
Tell us which systems you use and which data should move between them.
We assess APIs, permissions and the complete information flow.