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Connected to your workday

A conversation here. A next step in your tools.

Connect scheduling, commerce, helpdesks, CRM and team alerts. See what each connection does and what you need before getting started.

19 connections

WhatsApp

Customers message you on WhatsApp; your AI agent and team reply.

Features & requirements
  • Every WhatsApp chat becomes a conversation in the inbox
  • Your AI agent answers from Knowledge, in the customer’s language
  • Take over any chat and reply as a person; handoffs alert the team
  • Photos and documents arrive as attachments; replies show read receipts
Before connecting
  • A Meta app with the WhatsApp product and a business phone number
  • A permanent access token (system user) with whatsapp_business_messaging and whatsapp_business_management
  • Replies are free-form for 24 hours after the customer’s last message (WhatsApp policy); after that, teammate replies can go out as an approved template
  • Starter plan or above; provider setup required.
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Facebook Messenger

Answer your Facebook Page’s messages with your AI agent and team.

Features & requirements
  • Messages to your Page become conversations in the inbox
  • Your AI agent replies instantly; teammates can take over any chat
  • Names and photos come from the sender’s Messenger profile
  • Images and files arrive as attachments
Before connecting
  • A Facebook Page you manage and a Meta app with Messenger, in Live mode
  • A Page access token (or system user token) with pages_messaging and pages_manage_metadata
  • Replies are allowed for 24 hours after the customer’s last message (Messenger policy)
  • Starter plan or above; provider setup required.
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Instagram

Answer Instagram DMs with your AI agent and team, from one inbox.

Features & requirements
  • Direct messages to your Instagram account become conversations in the inbox
  • Your AI agent replies instantly; teammates can take over any chat
  • Names and @usernames come from the sender’s Instagram profile
  • Photos arrive as attachments; story replies and shares are noted for the team
Before connecting
  • An Instagram professional account linked to a Facebook Page you manage
  • A Meta app in Live mode, with a Page or system user token that has instagram_basic, instagram_manage_messages and pages_manage_metadata
  • “Allow access to messages” turned on in the Instagram app
  • Replies are allowed for 24 hours after the customer’s last message (Instagram policy)
  • Pro plan or above; provider setup required.
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Klaviyo

Send chat leads and meetings to Klaviyo to trigger your flows.

Features & requirements
  • Creates or updates the Klaviyo profile when a visitor shares details
  • Adds them to the list you choose
  • Tracks “Chatrevia Lead Captured” and “Meeting Booked” events for flows
  • Shows the profile, lists and email consent next to each conversation
Before connecting
  • A private API key with profiles, lists, events and accounts access
  • Adding someone to a list doesn’t subscribe them to marketing email
  • Basic plan or above; provider setup required.
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Calendly

Visitors book a meeting with you without leaving the chat.

Features & requirements
  • Shows real availability from your Calendly event type
  • Books inside the Messenger, or hands off to a prefilled Calendly page
  • Confirmations, cancellations and reschedules sync back automatically
  • Meetings land on the lead’s profile and in Meetings
Before connecting
  • Booking inside the chat and automatic status updates need a paid Calendly plan (Standard or above)
  • On the Free plan, visitors finish booking on your Calendly page
  • Pro plan or above; provider setup required.
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Cal.com

Let visitors find a time that works. Real availability, confirmed bookings.

Features & requirements
  • Shows open slots for one Cal.com event type
  • Books inside the Messenger after the visitor confirms
  • Bookings, reschedules and cancellations made on Cal.com update here (webhook set up for you)
Before connecting
  • A Cal.com API key that never expires
  • Pro plan or above; provider setup required.
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Shopify

Orders, returns, discount codes and the shopper’s real cart, in the Messenger.

Features & requirements
  • Visitors check an order themselves with their order number and email
  • Shoppers start returns and exchanges; Shopify gets a return request to approve
  • The AI agent offers single-use discount codes within the limits you set
  • Add to cart puts products in the shopper’s own store cart
  • See the customer’s orders, spend and tracking next to every conversation
  • Sync your catalog so the AI agent answers product and stock questions
Before connecting
  • Store owner or staff with permission to install apps
  • Read access to orders, customers and products
  • Discounts and returns: write_discounts and write_returns
  • Starter plan or above; provider setup required.
How the Shopify integration works ↗

Zoho CRM

Create leads or contacts in Zoho CRM with the conversation attached.

Features & requirements
  • Upserts a Lead or Contact by email when a visitor shares details
  • Attaches the conversation summary and transcript as a note
  • Shows the matching Zoho record, owner and status in the inbox
  • Works with every Zoho data center (US, EU, IN, AU, JP, CA, SA, UK, CN)
Before connecting
  • A Zoho CRM user who can create leads, contacts and notes
  • Pro plan or above; provider setup required.
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HubSpot

Keep visitor-provided contact details connected to your CRM.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • A private app token with crm.objects.contacts.write
  • Pro plan or above; provider setup required.
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Salesforce

Sync consented contacts to Salesforce.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • An access token and your instance URL
  • A unique External ID field named SenoritaId__c on Lead
  • Pro plan or above; provider setup required.
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Pipedrive

Sync consented contacts to Pipedrive.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • An API token with permission to write contacts
  • Pro plan or above; provider setup required.
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Attio

Sync consented contacts to Attio.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • An API token with permission to write contacts
  • Pro plan or above; provider setup required.
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Close

Sync consented contacts to Close.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • An API token with permission to write contacts
  • Pro plan or above; provider setup required.
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Folk

Sync consented contacts to Folk.

Features & requirements
  • Creates or updates the contact when a visitor shares details with consent
  • Runs from your lead routing rules in Automations
  • Retries safely: a contact is never duplicated
Before connecting
  • An API token with permission to write contacts
  • Pro plan or above; provider setup required.
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Zendesk

Escalate chats to Zendesk tickets; agent replies come back to the visitor.

Features & requirements
  • Creates one Zendesk ticket per conversation with the full transcript and context
  • Escalates on every handoff, only when the team is away, for new tickets, or manually
  • New visitor messages are added to the ticket as the customer’s comments
  • Public agent replies sync back to the chat; internal notes never do
  • Solving the ticket resolves the conversation
Before connecting
  • Your Zendesk subdomain and an agent or admin email
  • An API token (Admin Center → Apps and integrations → Zendesk API)
  • Pro plan or above; provider setup required.
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Gorgias

Hand chats to your Gorgias team with the transcript, order and revenue context.

Features & requirements
  • Creates one Gorgias ticket per conversation with the full transcript, orders and revenue
  • Escalates on every handoff, only when the team is away, for new tickets, or manually
  • New visitor messages land on the same ticket as customer messages
  • Public agent replies sync back to the chat; internal notes never do
  • Closing the ticket resolves the conversation
Before connecting
  • Your Gorgias domain (yourstore.gorgias.com) and the email of an agent
  • A REST API key (Settings → REST API)
  • Pro plan or above; provider setup required.
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Freshdesk

Turn chats into Freshdesk tickets and relay agent replies to the visitor.

Features & requirements
  • Creates one Freshdesk ticket per conversation with the full transcript and context
  • Escalates on every handoff, only when the team is away, for new tickets, or manually
  • New visitor messages are added to the ticket as the customer’s replies
  • Public agent replies sync back to the chat; private notes never do
  • Resolving or closing the ticket resolves the conversation
Before connecting
  • Your Freshdesk domain (yourcompany.freshdesk.com)
  • An agent’s API key (Profile settings → View API key)
  • Pro plan or above; provider setup required.
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Slack app (two-way)

Handoffs open a Slack thread. Reply there to chat with the visitor live.

Features & requirements
  • Posts a thread when a visitor asks for a person
  • Replies in the thread go straight to the visitor
  • Escalates when nobody joins within your handoff SLA
Before connecting
  • A Slack app created from our manifest, invited to one channel
  • Pro plan or above; provider setup required.
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Slack

Give the team a heads-up when a lead is worth a conversation.

Features & requirements
  • Posts qualified leads to a channel
  • Alerts the channel when a visitor asks for a person
Before connecting
  • An incoming webhook URL
  • Pro plan or above; provider setup required.
Connect in your workspace ↗

Your tool isn’t here yet?

Tell us about the app, trigger or custom webhook you need. Existing customers can submit a request directly from Integrations in the workspace.

Request an integration ↗