Built-In Integrations
Simple AI has native integrations with popular platforms that require minimal setup — just connect your account and start using them. View built-in integrations| Integration | What It Does |
|---|---|
| Five9 | Sync call recordings, transfer conversations to Five9 agents |
| Zendesk | Import knowledge base articles from Zendesk Help Center |
| Kustomer | Import knowledge base articles from Kustomer |
| Salesforce | Sync call data and contact records with Salesforce CRM |
| Microsoft Dynamics | Sync call data and contact records with Dynamics 365 |
| Shopify | Look up orders, customers, and product data during calls |
| Slack | Post call summaries and escalation alerts to channels |
| Microsoft Teams | Call notifications, summaries, and telephony integration |
| Zapier | Connect Simple AI to thousands of apps with no-code workflows |
| Attentive | Track call outcome events and trigger SMS marketing flows |
Custom HTTP Integrations
Connect your agent to any single REST API endpoint. You define the URL, authentication, request format, and when the agent should call it. No backend code required. Set up HTTP integrations Best for:- Simple lookups against a single API (order status, contact details, inventory check)
- Services with straightforward REST APIs that return clean JSON
- Quick setup when you do not need custom logic between the request and response
Custom Code
Run your own server-side logic as agent tools. Build middleware endpoints that combine multiple data sources, apply business rules, run validation, and handle complex orchestration — all behind a single tool the agent calls during conversations. Set up custom code integrations Best for:- Combining data from multiple APIs into a single response
- Applying business rules, eligibility checks, or authorization logic
- Processing actions with side effects (initiating returns, creating tickets, sending emails)
- Any integration that needs custom logic between the agent and your backend systems
Pre-Call and Post-Call Workflows
Run full workflows before and after calls. Pre-call workflows prepare the agent with caller context before the first word is spoken. Post-call workflows trigger multi-step journeys — CRM updates, follow-up messages, ticket creation, team notifications — based on what happened on the call. Set up workflows Best for:- Loading caller identity, account data, and history before a call starts
- Orchestrating multi-step follow-up processes after a call ends
- Routing and business rule logic that runs outside the conversation itself