Documentation Index
Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
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
Salesforce Integration:
auth: oauth2
actions:
- get_contact
- create_case
- update_opportunity
- search_accounts
objects:
- Contact
- Case
- Account
- Opportunity
Available actions:
| Action | Description |
|---|
| Get Contact | Retrieve contact by ID or email |
| Create Case | Create new support case |
| Update Case | Update case status, notes |
| Search | Query any Salesforce object |
| Create Record | Create custom objects |
HubSpot
HubSpot Integration:
auth: api_key
actions:
- get_contact
- create_deal
- add_note
- update_contact
Microsoft Dynamics
Dynamics Integration:
auth: oauth2
environment: production
actions:
- get_account
- create_lead
- update_contact
Ticketing Integrations
Zendesk
Zendesk Integration:
auth: api_token
actions:
- create_ticket
- get_ticket
- update_ticket
- add_comment
- search_articles
ServiceNow
ServiceNow Integration:
auth: oauth2
instance: company.service-now.com
actions:
- create_incident
- get_incident
- update_incident
- get_knowledge
Jira Service Management
Jira Integration:
auth: api_token
actions:
- create_issue
- get_issue
- add_comment
- transition_issue
Commerce Integrations
Shopify
Shopify Integration:
auth: api_key
actions:
- get_order
- get_product
- search_orders
- create_refund
Communication Integrations
Twilio
Twilio Integration:
auth: api_credentials
actions:
- send_sms
- make_call
- get_call_status
SendGrid
SendGrid Integration:
auth: api_key
actions:
- send_email
- send_template_email
Custom API Integration
Create Custom Action
- Navigate to Integrations → Custom Actions
- Click Create Action
- Configure:
Action: Get Weather
Method: GET
URL: https://api.weather.com/v1/forecast
Headers:
X-API-Key: "{{env.WEATHER_API_KEY}}"
Query Parameters:
location: "{{location}}"
units: "metric"
Response Mapping:
temperature: $.forecast.temp
conditions: $.forecast.conditions
humidity: $.forecast.humidity
Authentication Types
| Type | Use Case |
|---|
| API Key | Simple API authentication |
| OAuth 2.0 | Enterprise apps (for example, Salesforce) |
| Basic Auth | Username/password |
| Bearer Token | JWT-based auth |
| Custom | Custom header schemes |
OAuth 2.0 Configuration
OAuth Config:
authorization_url: https://auth.example.com/authorize
token_url: https://auth.example.com/token
client_id: "{{env.OAUTH_CLIENT_ID}}"
client_secret: "{{env.OAUTH_CLIENT_SECRET}}"
scopes:
- read
- write
grant_type: authorization_code
Using Integrations in Dialogs
Action Node
Add integration calls to dialog flows:
Node: Get Order Status
Type: action
Action: shopify.get_order
Input:
order_id: "{{context.session.order_id}}"
Output:
order_status: response.status
tracking_number: response.tracking
delivery_date: response.estimated_delivery
On Success: display_order_status
On Failure: handle_error
Error Handling
Error Handling:
timeout: 10s
retry:
count: 2
delay: 1s
fallback:
message: "I'm having trouble accessing that information. Let me connect you with an agent."
action: transfer_to_agent
Agent Transfer Integrations
Transfer to Live Agent
Connect to contact center platforms:
| Platform | Features |
|---|
| Genesys | Context transfer, routing |
| Salesforce | Omni-channel, case creation |
| Zendesk | Chat handoff, ticket creation |
| Custom | Webhook-based transfer |
Transfer Configuration
Agent Transfer:
platform: genesys
queue_selection:
method: skill_based
skills:
- from_context: issue_type
mapping:
billing: billing_queue
technical: tech_support
context_transfer:
- conversation_summary
- customer_info
- detected_intent
- sentiment_score
pre_transfer_message: "Connecting you with a specialist..."
External NLU Adapters
Connect External NLU
Use external NLU services:
| Provider | Features |
|---|
| Dialogflow | Intent, entity, sentiment |
| LUIS | Microsoft NLU |
| Amazon Lex | AWS NLU |
| Custom | Any NLU via API |
Configuration
External NLU: Dialogflow
Project ID: your-project
Credentials: service-account.json
Language: en
Use For:
- intent_detection
- entity_extraction
Fallback: built_in_nlu
IVR Integration
Connect to IVR platforms:
| Platform | Integration Type |
|---|
| Twilio | Native |
| Amazon Connect | Native |
| Genesys | SIP/webhook |
| Avaya | SIP/webhook |
| Cisco | VXML/webhook |
Voice Gateway
Voice Gateway:
provider: twilio
phone_numbers:
- "+1-800-123-4567"
- "+1-800-765-4321"
sip_trunk:
uri: sip.twilio.com
credentials: "{{env.SIP_CREDENTIALS}}"
recording:
enabled: true
storage: s3
Data Tables
Internal Data Storage
Store and query data within AI for Service:
Data Table: Product Catalog
Columns:
- name: product_id
type: string
primary: true
- name: name
type: string
- name: price
type: number
- name: category
type: string
indexed: true
Query Data
// In dialog script
const product = await dataTable.query('products', {
where: { category: 'electronics' },
orderBy: 'price',
limit: 10
});
Best Practices
Security
- Use environment variables for credentials
- Enable OAuth where available
- Limit scopes to required permissions
- Rotate API keys regularly
- Monitor API usage
- 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