Connect your CRM
Sync contacts, call outcomes, and transcripts to the system your team works in.
Connecting a CRM lets an agent read context before a call and write the outcome afterwards, so a conversation becomes a record without anyone rekeying it.
Steps
- Go to Integrations and pick your CRM.
- Authorise the connection — access is scoped to the objects you select.
- Map the fields you want written back, such as call outcome and next step.
- Attach the integration to an agent as a tool.
