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
HubSpot
Microsoft Dynamics
Ticketing Integrations
Zendesk
ServiceNow
Jira Service Management
Commerce Integrations
Shopify
Communication Integrations
Twilio
SendGrid
Custom API Integration
Create Custom Action
- Navigate to Integrations → Custom Actions
- Click Create Action
- 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