Integrations

Connect your Vocobase voice agents with the tools your business already uses. Integrations allow your AI agents to take real actions during conversations — scheduling meetings, sending emails, logging data, and more.

Available Integrations

Communication

Gmail

Send emails in real-time during calls or automatically send summaries afterward.

Use cases:

• Send meeting confirmations
• Email follow-up information discussed on call
• Share documents or links mentioned in conversation

Slack

Instant call alerts and summaries sent directly to your team channels.

Use cases:

• Alert sales team when a qualified lead calls
• Post call summaries to support channels
• Notify team members about scheduled callbacks

Calendar & Scheduling

Google Calendar

Let agents access calendars and schedule meetings mid-conversation.

Use cases:

• Schedule demos during sales calls
• Book follow-up appointments
• Check availability before suggesting times

Cal.com

Open-source scheduling with full booking management.

Use cases:

• Let customers self-schedule during calls
• Manage consultation bookings
• Handle appointment rescheduling

Calendly

Schedule meetings mid-call with Calendly handling confirmation.

Use cases:

• Sales demo scheduling
• Support callback booking
• Interview scheduling

Data & CRM

Google Sheets

Log call data and push lead details to spreadsheets automatically.

Use cases:

• Log every call with timestamp, duration, outcome
• Capture lead information (name, email, interest)
• Export session data for analysis
• Build simple CRM workflows

Zendesk

Search help center articles and create support tickets directly from calls.

Use cases:

• Find answers to customer questions in real-time
• Surface relevant documentation during support calls
• Reduce call handling time with instant knowledge base access

Telephony

Twilio

Reach customers anywhere with international voice and messaging.

Use cases:

• Outbound sales campaigns
• Customer service callbacks
• Appointment reminders

Exotel

Reliable telephony for India with local number availability.

Use cases:

• India-focused customer support
• Regional sales outreach
• Local business operations

Setting Up Integrations

Step 1: Navigate to Integrations

1. Go to your Vocobase Dashboard 
2. Click Settings in the sidebar
3. Select Integrations

Step 2: Connect a Service

For OAuth integrations (Google, Slack):

1. Click Connect on the integration card
2. Sign in to your account
3. Grant the requested permissions
4. You’ll be redirected back to Vocobase

For API key integrations (Cal.com, Calendly, Zendesk):

1. Click Connect on the integration card
2. Enter your API key or credentials
3. Click Save

Step 3: Enable for Agents

1. Go to Agents in the dashboard
2. Select an agent to edit
3. Scroll to Integrations
4. Toggle on the integrations you want this agent to use

How Agents Use Integrations

Once connected, your agents can use integrations automatically based on conversation context:

User: "Can you schedule a demo for next Tuesday?"

Agent: "I'd be happy to schedule that. Let me check availability..."
       [Checks Google Calendar]
       "I have openings at 10 AM, 2 PM, and 4 PM. Which works best?"

User: "2 PM works"

Agent: "Perfect. I've scheduled your demo for Tuesday at 2 PM."
       [Creates Google Calendar event]
       "You'll receive a calendar invite shortly."

The agent automatically knows when to use which integration based on the conversation.

Security

• OAuth tokens are encrypted at rest
• API keys are stored securely and never exposed
• Token refresh happens automatically
• Revoke access anytime from the dashboard
• Per-agent control — enable only what each agent needs