Integration Overview
Integrations allow Freyavoice AI to connect with external systems, enabling your agents and workflows to interact with your existing infrastructure, fetch data, trigger actions, and synchronize information.Types of Integrations
Telephony Providers
Twilio: Primary telephony provider for phone numbers and call handling. Import numbers, manage calls, and handle SMS/MMS. Other SIP Providers: Connect to other Session Initiation Protocol (SIP) providers for call routing and management. Provider Configuration: Configure authentication, endpoints, and settings for each provider.CRM Systems
HubSpot: Integrate with HubSpot to sync contact data, create records, and update customer information during calls. Salesforce: Connect to Salesforce to access and update customer records, create leads, and log interactions. Custom CRM: Build custom integrations with your CRM system using webhooks and API calls.Communication Platforms
Slack: Send notifications to Slack channels when calls complete, errors occur, or important events happen. Email: Send email notifications, summaries, or transcripts after calls. SMS/MMS: Handle text messaging through integrated providers.Database Systems
Custom Databases: Connect to your databases to fetch customer data, update records, or query information during calls. Data Warehouses: Integrate with data warehouses for analytics and reporting. Real-time Data: Access real-time data during conversations to provide up-to-date information.API Integrations
REST APIs: Connect to any REST API to fetch data or trigger actions. GraphQL APIs: Integrate with GraphQL endpoints for flexible data queries. Webhooks: Receive webhooks from external systems to trigger workflows or update state. Authentication: Handle various authentication methods (API keys, OAuth, JWT, etc.).Integration Methods
Function Calls
Functions are the primary way agents interact with external systems: Function Definition: Define functions that agents can call during conversations. API Endpoints: Functions can call external API endpoints to fetch or update data. Data Transformation: Transform data between formats as needed. Error Handling: Handle API errors gracefully and provide fallback behavior.Webhooks
Webhooks allow external systems to notify Freyavoice AI: Incoming Webhooks: Receive webhooks from external systems to trigger workflows or update state. Outgoing Webhooks: Send webhooks to external systems when events occur (call completed, error, etc.). Webhook Security: Validate webhook signatures to ensure authenticity. Webhook Retries: Handle webhook delivery failures with retry logic.Direct API Calls
Make direct API calls from workflows: HTTP Requests: Make GET, POST, PUT, DELETE requests to external APIs. Authentication: Handle authentication for protected APIs. Response Processing: Process API responses and use data in workflows. Error Handling: Handle API failures and timeouts gracefully.Common Integration Patterns
Customer Data Lookup
Pattern: Look up customer information at the start of a call to personalize the conversation. Implementation: Function calls to CRM or database to fetch customer data. Usage: Use customer data to personalize greetings, access order history, or provide account information.Order Processing
Pattern: Process orders or transactions during calls. Implementation: API calls to order management systems to create, update, or query orders. Usage: Agents can take orders, check order status, or process returns during calls.Appointment Scheduling
Pattern: Schedule appointments or meetings during calls. Implementation: Integration with calendar systems (Google Calendar, Outlook, etc.) to check availability and book appointments. Usage: Agents can check availability, suggest times, and confirm appointments.Notification Systems
Pattern: Send notifications when important events occur. Implementation: Webhooks or API calls to notification services (Slack, email, SMS). Usage: Notify teams when calls complete, errors occur, or important milestones are reached.Data Synchronization
Pattern: Keep data synchronized between systems. Implementation: Bidirectional sync between Freyavoice AI and external systems. Usage: Sync contact information, call history, or other data between systems.Integration Best Practices
Security
Secure Credentials: Never expose API keys or credentials in code. Use secure storage and environment variables. Authentication: Use proper authentication methods (OAuth, API keys, JWT) for all integrations. Data Encryption: Encrypt sensitive data in transit and at rest. Access Control: Limit integration access to only what’s necessary.Error Handling
Graceful Degradation: Design integrations to fail gracefully. If an external system is unavailable, the agent should still function. Retry Logic: Implement retry logic for transient failures. Error Logging: Log integration errors with sufficient context for debugging. User Communication: Communicate integration failures to users in helpful, non-technical ways.Performance
Caching: Cache frequently accessed data to reduce API calls and improve performance. Async Processing: Process non-critical integrations asynchronously to avoid blocking conversations. Rate Limiting: Respect API rate limits and implement backoff strategies. Connection Pooling: Reuse connections when possible to improve performance.Testing
Test Integrations: Thoroughly test all integrations before deploying to production. Mock Services: Use mock services during development to avoid hitting production APIs. Integration Tests: Create automated tests for critical integrations. Monitor Production: Continuously monitor integrations in production for issues.Setting Up Integrations
Telephony Integration (Twilio)
- Get Credentials: Obtain Account SID and Auth Token from Twilio
- Connect in Freya: Add credentials in the Integrations section
- Verify Connection: Test the connection to ensure it works
- Import Numbers: Import phone numbers from your Twilio account
CRM Integration (HubSpot)
- Create API Key: Generate an API key in HubSpot
- Configure in Freya: Add API key in workspace integrations
- Define Functions: Create functions that interact with HubSpot
- Test Integration: Test functions to ensure they work correctly
Custom API Integration
- Review API Documentation: Understand the API endpoints and authentication
- Create Functions: Define functions that call the API
- Handle Authentication: Implement proper authentication
- Test Thoroughly: Test all API interactions
Monitoring Integrations
Health Checks
Connection Status: Monitor connection status for all integrations. Response Times: Track API response times to identify performance issues. Error Rates: Monitor error rates to catch integration problems early. Usage Metrics: Track integration usage to understand patterns and optimize.Alerts
Failure Alerts: Set up alerts for integration failures. Performance Alerts: Alert when response times exceed thresholds. Error Alerts: Get notified of integration errors immediately.Next Steps
Features
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