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Integrations

Integrations Overview

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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:

Automated Scheduling

Connect your calendar so Gail can book, reschedule, and manage appointments automatically.

CRM Sync

Keep customer data synchronized between Gail and your CRM without manual data entry.

Workflow Automation

Trigger actions in other systems based on call outcomes and customer interactions.

Data Enrichment

Pull information from integrated systems to provide context during conversations.

Available Integrations

Calendar & Scheduling

Calendly

Connect Calendly to let Gail schedule appointments using your Calendly event types and availability rules.

Key Features:

  • Automatic appointment booking
  • Real-time availability checking
  • Multiple event type support
  • Timezone handling
Google Calendar

Integrate with Google Calendar for direct calendar access and appointment management.

Key Features:

  • Two-way calendar sync
  • Availability checking
  • Meeting creation and updates
  • Multiple calendar support

Industry-Specific CRMs

AgencyZoom

Purpose-built for insurance agencies, connect Gail with your AgencyZoom CRM.

Key Features:

  • Client data sync
  • Policy information access
  • Lead management
  • Activity logging
Hawksoft

Integrate with Hawksoft agency management system for seamless insurance workflows.

Key Features:

  • Client record access
  • Policy lookups
  • Task creation
  • Note logging

Communications

VoIP via Call Forwarding

Connect your existing VoIP system to route calls through Gail.

Key Features:

  • Call forwarding setup
  • Existing number integration
  • Seamless call routing
  • No number porting required

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:

2

Select Integration

Choose the integration you want to connect

3

Authenticate

Grant Gail permission to access your account (OAuth or API key)

4

Configure

Set up how Gail should interact with the connected system

5

Test

Verify the integration is working with a test action

6

Activate

Enable the integration for your Gail agents

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:

  1. Go to Settings → Integrations
  2. View status, last sync time, and connection health
  3. Click any integration to view details

Disconnect an Integration

To remove an integration:

  1. Open the integration settings
  2. Click “Disconnect”
  3. Confirm the disconnection
  4. 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:

IssueSolution
Connection failedRe-authenticate by disconnecting and reconnecting
Sync errorsCheck permissions in the third-party system
Outdated dataForce a manual sync or wait for next scheduled sync
Missing featuresVerify you’ve granted all required permissions

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:

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

Test in Stages

Set up integrations in a test environment or with a single agent before rolling out to your entire team.

Monitor Performance

Regularly check integration health and sync status to catch issues early.

Document Workflows

Keep track of which integrations power which workflows so you can troubleshoot effectively.

Review Permissions

Periodically audit what data access you’ve granted to ensure it’s still appropriate.

Getting Help

Integration Guides

Each integration has detailed setup instructions. Click on any integration above to access its guide.

Support Team

Need help setting up an integration? Our support team is here to assist.

Developer Docs

Building custom integrations? Check out our API documentation.

Video Tutorials

Watch step-by-step videos for setting up popular integrations.

Next Steps

Ready to connect your first integration?

Calendly

Set up appointment scheduling

Google Calendar

Connect your calendar

AgencyZoom

Sync your CRM