Connecting Pre-Built Integrations

Connecting an Integration

1. Go to Integrations in the dashboard sidebar
2. Find the integration you want
3. Click Connect
4. You'll be redirected to the service's login page (Google, HubSpot, etc.)
5. Sign in and authorize Allison to access your account
6. You're redirected back to the dashboard — the integration is now active

Google Calendar

After connecting, your agent can:

• Check availability on your calendars
• Book appointments (creates calendar events with attendee details)
• Reschedule existing appointments
• Cancel appointments
• Check availability across multiple calendars at once

Configuring Calendars

After connecting Google Calendar, click Configure Calendars on the Google Calendar card. You'll see all calendars from your Google account. For each calendar you want Allison to use:

1. Click Enable to activate the calendar
2. Set a Display Name — how this calendar appears to the agent (e.g., "Jane's Schedule")
3. Optionally attach Team Members — who uses this calendar (one person or a group)
4. Optionally attach Locations — which locations this calendar serves
5. Optionally attach Services — which catalog items can be booked on this calendar
6. Add Agent Notes if needed — scheduling rules or special instructions
7. Set one calendar as Default — the fallback when no specific match

If no services are attached, the calendar handles all services (general booking). This is fine for simple setups — a solo practitioner with one calendar doesn't need to configure services.

Examples:

• A spa might have one calendar per therapist, each tagged with their location and services
• An HVAC company might have one calendar per technician
• A restaurant might have two calendars at one location — one for dining, one for private events
• A dentist who works at two offices gets one calendar tagged to both locations

The agent reads the calendar metadata and picks the right one based on what the caller needs.

Calendars removed from Google

If you delete a calendar in Google after configuring it in Allison, it will show as "Removed from Google" with a cleanup option. Click Remove to clean it up.

HubSpot CRM

After connecting, your agent can:

• Look up callers by phone number or email
• View contact history and open deals
• Create new contacts for first-time callers
• Log call summaries automatically

Calendly

After connecting, your agent checks Calendly event type availability and provides scheduling links. The configuration flow is the same as Google Calendar — enable event types, attach team members, locations, and services.

Note: Calendly generates scheduling links rather than creating events directly. The agent provides the link to the caller.

Zapier

Zapier uses webhook URLs instead of OAuth. Setup:

1. In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger
2. Copy the webhook URL
3. In Allison's Integrations page, add a custom skill with the Zapier webhook URL
4. Configure what data to send (caller info, appointment details, message content)

Testing Integrations

Each connected integration has a Test button. Click it to send a test request and verify the connection is working. You'll see the request, response, and latency.

Disconnecting

Click Disconnect on any connected integration. The agent will no longer use that integration during calls. Calendar configurations are preserved — if you reconnect, you can re-enable your calendars from the Configure Calendars screen. No data is deleted from the external service.