Help Center/Integrations

Understanding Context Burden Levels

How context burden levels control when and how your agent uses integrations during calls.

Context burden levels determine how much the agent involves the caller when using an integration. Each level adds more friction — from invisible background operations to full identity verification.

The Five Levels

Ambient (Level 0)

The agent uses the integration silently. The caller doesn't know an API call happened.

Example: Looking up the caller's phone number in your CRM to see if they're an existing customer. The agent just knows — "Hi Sarah, thanks for calling back."

Conversational (Level 1)

The agent mentions it naturally as part of the conversation.

Example: "Let me check our availability for you... I have openings at 10 and 2 on Tuesday."

Requested (Level 2)

The agent only uses the integration when the caller explicitly asks.

Example: The caller says "Can you check if my insurance is on file?" — then the agent looks it up.

Confirmed (Level 3)

The agent asks for confirmation before taking action.

Example: "I can book that appointment for Tuesday at 2pm with Dr. Smith. Shall I go ahead and confirm it?"

Verified (Level 4)

The agent requires identity verification before using the integration. Used for sensitive operations.

Example: "Before I can access your account details, can you confirm your date of birth?"

Choosing the Right Level

  • Read-only, non-sensitive operations → Ambient or Conversational
  • Actions that modify data (booking, cancelling) → Confirmed
  • Sensitive data access (medical records, financial info) → Verified
  • Caller-initiated lookups → Requested

Default Levels

Pre-built integrations have sensible defaults:

  • Calendar availability check → Conversational
  • Booking an appointment → Confirmed
  • CRM lookup → Conversational
  • Zapier webhook → Conversational

You can change the level for any integration from the skill configuration page.

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