11 · crm
CRM, helpdesk, e-commerce: ready-made connectors
Without writing code, connect your teams' tools: the agent uses generic operations (customer profile, customer note, ticket update, order status…) that the platform translates for each system.
- CRM: HubSpot (private token with Contacts and Notes access) and Zoho CRM (OAuth token with contacts access).
- Helpdesk: Zendesk (API account email + token), Freshdesk (API key), GLPI (app token + user token).
- E-commerce and delivery: Shopify, WooCommerce, AfterShip. Mobile money: Wave, Orange Money. Notifications: SMS or email.
- In Integrations, assign each operation to a connector; an operation without a connector falls back to the in-house gateway.
- Secrets are stored server-side and never returned; leave a secret field empty to keep the existing value. Use "Test" after every change.
- Operations that read or change personal data require a verified OTP when "SMS code required" is on.