Integrations Overview
Gail integrates with the tools you already use, allowing your AI agents and assistants to work seamlessly with your business systems.
Why Integrate?
Integrations unlock powerful capabilities:
Connect your calendar so Gail can book, reschedule, and manage appointments automatically.
Keep customer data synchronized between Gail and your CRM without manual data entry.
Trigger actions in other systems based on call outcomes and customer interactions.
Pull information from integrated systems to provide context during conversations.
Available Integrations
Calendar & Scheduling
Industry-Specific CRMs
Communications
Integration Categories
Calendars & Scheduling
Connect your scheduling tools so Gail can manage appointments automatically:
CRM & Agency Management Systems
Sync customer data and automate workflows with your CRM:
Phone & Communications
Route calls and messages through your existing phone systems:
Enterprise customers: Need a custom integration? Contact our team to discuss building custom connectors for your specific tools.
How Integrations Work
Integrations follow a simple setup process:
Security & Permissions
Data Access
Gail only accesses the minimum data needed for each integration:
- Read access - View information (e.g., calendar availability)
- Write access - Create or update records (e.g., book appointments)
- Limited scope - Only the specific features you enable
Authentication
All integrations use secure authentication methods:
- OAuth 2.0 - Industry-standard authorization
- API Keys - Encrypted and securely stored
- Token refresh - Automatic renewal to maintain connection
Compliance
Integrations maintain your compliance requirements:
- Data encryption - In transit and at rest
- Audit logs - Track all integration activity
- Access controls - Manage who can configure integrations
- GDPR & CCPA compliant - Follows data protection regulations
Managing Your Integrations
View Connected Integrations
See all your active integrations at a glance:
- Go to Settings → Integrations
- View status, last sync time, and connection health
- Click any integration to view details
Disconnect an Integration
To remove an integration:
- Open the integration settings
- Click “Disconnect”
- Confirm the disconnection
- Optionally, revoke access in the third-party system
Disconnecting an integration will prevent Gail from accessing that system. Any workflows depending on the integration will stop working.
Troubleshooting Integration Issues
Common issues and solutions:
Custom Integrations
Need to connect Gail with a system we don’t have a pre-built integration for?
API Integration
Use our API to build custom integrations:
- Webhooks - Receive real-time events from Gail
- API Documentation - Programmatically control Gail
- Custom webhooks - Send data to any system
Enterprise Solutions
For complex integration needs, our Enterprise plan includes:
- Custom connector development - We build it for you
- Dedicated integration support - Technical assistance
- Advanced workflow automation - Complex multi-system workflows
- SLA guarantees - Uptime and performance commitments
Interested in Enterprise? Contact our sales team to discuss your integration requirements.
Best Practices
Set up integrations in a test environment or with a single agent before rolling out to your entire team.
Regularly check integration health and sync status to catch issues early.
Keep track of which integrations power which workflows so you can troubleshoot effectively.
Periodically audit what data access you’ve granted to ensure it’s still appropriate.
Getting Help
Each integration has detailed setup instructions. Click on any integration above to access its guide.
Need help setting up an integration? Our support team is here to assist.
Building custom integrations? Check out our API documentation.
Watch step-by-step videos for setting up popular integrations.
Next Steps
Ready to connect your first integration?
