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Integrations

Connect AI for Service to enterprise systems.

Overview

AI for Service provides 30+ pre-built integrations and support for custom APIs:
  • CRM — Salesforce, HubSpot, Dynamics
  • Ticketing — Zendesk, ServiceNow, Jira
  • Commerce — Shopify, Magento
  • Communication — Twilio, SendGrid

Pre-built Integrations

CRM Integrations

Salesforce

Available actions:

HubSpot

Microsoft Dynamics

Ticketing Integrations

Zendesk

ServiceNow

Jira Service Management

Commerce Integrations

Shopify

Communication Integrations

Twilio

SendGrid


Custom API Integration

Create Custom Action

  1. Navigate to IntegrationsCustom Actions
  2. Click Create Action
  3. Configure:

Authentication Types

OAuth 2.0 Configuration


Using Integrations in Dialogs

Action Node

Add integration calls to dialog flows:

Error Handling


Agent Transfer Integrations

Transfer to Live Agent

Connect to contact center platforms:

Transfer Configuration


External NLU Adapters

Connect External NLU

Use external NLU services:

Configuration


Voice Platform Integrations

IVR Integration

Connect to IVR platforms:

Voice Gateway


Data Tables

Internal Data Storage

Store and query data within AI for Service:

Query Data


Best Practices

Security

  • Use environment variables for credentials
  • Enable OAuth where available
  • Limit scopes to required permissions
  • Rotate API keys regularly
  • Monitor API usage

Performance

  • Set appropriate timeouts
  • Implement retry logic
  • Cache frequently accessed data
  • Use async calls where possible
  • Monitor latency

Error Handling

  • Always handle failures gracefully
  • Provide user-friendly error messages
  • Log errors for debugging
  • Implement fallback paths
  • Alert on critical failures