Don’t see your system? Most tools with an API can be connected through aidotz. We’ll confirm on the discovery call.
Most setups use three kinds of tool. A phone layer such as Twilio or RingCentral carries the calls. A calendar such as Google Calendar or Outlook holds availability. A record system such as HubSpot, Salesforce, Clio or Dentrix holds the contact and history. The agent sits between them, so a caller on the phone can change something in the others. You do not need to connect everything at once. Most teams begin with the phone and the calendar.
To connect a system, we usually need someone who can grant access, such as an admin account or a permission set, and a clear idea of what the agent may read and what it may change. We keep the permissions as narrow as we can. Sensitive changes can require approval from your team before they happen. If a tool is not on the list, many that offer an API can be connected. We confirm that on the discovery call.
Before going live we test each link with your team using real examples: book a slot, move it, cancel it, log a call, and look at the result in your own system. Every action the agent takes is logged, so you can look back at what happened and when. If a system is slow or unavailable on a call, the agent tells the caller and hands over to a person.