Enriching Calls with External CRM and Data Sources
This feature allows you to enhance your call experiences by integrating external data directly into your inbound assistant conversations. By connecting to your CRM or other data sources, the assistant can access contextual information about callers, enabling more personalized and effective interactions.Configuration#
To set up external data integration:1.
Choose "Custom" from the dropdown menu to connect to your own API endpoint.
2.
Select the appropriate request method (GET, POST, etc.) based on your API requirements.
3.
Specify Connection Details:URL: Enter the complete endpoint URL where your data is accessible.
Property to Filter: Define the field (e.g., phoneNumber) that will be used to match and retrieve relevant caller information.
4.
Add Custom Data (Optional):Include any additional parameters required by your API.
Click "+ Add Custom Data" to add multiple parameter-value pairs.
5.
Configure any necessary authentication or request headers.
Click "+ Add Header" to include multiple headers.
6.
Click "Save" to finalize your integration settings.
Security Considerations#
Ensure your API endpoints implement proper authentication mechanisms.
Only expose the minimum data necessary for call enrichment.
Regularly review access logs to monitor integration usage.
Supported Data Sources#
Currently, only the Custom provider is available. Additional pre-configured integrations with popular CRM platforms will be added in future updates. Modified at 2025-05-30 22:59:03
