Custom API Integrations — Connecting Your Agent to Any System
Build custom integrations that connect your agent to any HTTP API — your PMS, EHR, booking system, or internal tools.
If your business uses a tool that isn't in the pre-built integration list, you can connect it as a custom integration. Any system with an HTTP API can become a tool your agent uses during calls.
What Custom Integrations Can Do
Custom integrations are HTTP requests your agent can make during a conversation:
- Look up information — check inventory, verify insurance eligibility, find customer records
- Create records — book appointments in your PMS, create leads in your CRM, submit service requests
- Update records — modify bookings, update customer preferences, change appointment status
- Notify external systems — send webhooks to trigger workflows, alert staff, update dashboards
How They Work
Each custom integration is defined with:
- Name and description — what the tool does (helps the agent decide when to use it)
- HTTP method — GET, POST, PUT, PATCH, DELETE
- URL template — the API endpoint, with optional parameter placeholders
- Parameters — what data the agent collects from the caller and passes to the API
- Authentication — API key, bearer token, or OAuth credentials
- Response mapping — how to extract the useful information from the API response
During a call, when the agent decides it needs to use a custom integration, it:
- Collects the required parameters from the conversation
- Builds the HTTP request
- Sends it to your API
- Reads the response
- Continues the conversation with the results
Context Burden Levels
Each integration has a context burden level that controls how the agent decides to use it:
- Ambient — the agent uses it automatically in the background, without mentioning it to the caller
- Conversational — the agent uses it naturally as part of the conversation ("Let me check that for you")
- Requested — the agent only uses it when the caller explicitly asks ("Can you look up my account?")
- Confirmed — the agent asks for confirmation before using it ("I can book that for you — shall I go ahead?")
- Verified — the agent requires identity verification before using it (for sensitive operations)
This gives you fine-grained control over when and how your agent interacts with external systems.
Authentication
Custom integrations support multiple auth methods:
- API Key — passed as a header or query parameter
- Bearer Token — passed in the Authorization header
- OAuth — for integrations that require user-level authorization
Credentials are encrypted with AES-256-GCM and stored securely. They are never exposed in logs, transcripts, or the dashboard.
Testing
Every custom integration has a built-in test button. You can send a test request with sample parameters and see the full request/response — status code, headers, body, and latency. This lets you verify the integration works before your agent tries to use it on a live call.
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