Connect knowledge and business systems

Choose the connection by when the assistant needs the information and whether it must change another system.

Answer from documents

Attach a knowledge base for reference material such as service descriptions or product instructions. Configure document processing and an embedding model, then test a question whose answer you can verify in the source.

Retrieve or change a record

Use data loading before the call when the customer identifier is known in advance. Use an HTTP action or MCP action when the lookup depends on answers collected during the call. CRM connectivity is implemented through the API or tool that your CRM exposes; configure and test that operation explicitly.

Deliver the outcome

A result webhook can notify another system after a call. The integration API lets your backend retrieve the same conversation's input and result fields. Test the receiving system and define how it handles duplicate events before connecting a real process.