During the call
The agent checks your tools, performs authorized actions and uses the result to continue the conversation.
Set up actions during calls →Integrations & actions
Connect your calls to the tools you use.
Book an appointment, update a record or pass on a request. Connect the right accounts and define what should happen during and after the call.
How it works
- 01Connected account
- 02Permitted action
- 03Execution
- 04Visible outcome
AYWA integrations
Your tools. Clear next steps.
Your connectors support both the conversation and the follow-up. Choose what the agent can look up or change during a call, then what should run afterwards.
After the call
Your rules save a summary, update a record or pass the request to your team.
Set up post-call follow-up →
Microsoft OutlookDuring the call
Your Microsoft calendar, ready when it matters.
The agent checks Outlook availability and books the appointment agreed with the caller.
To set this up
Connect Microsoft Outlook, select the calendar and enable appointment tools for this agent.
SalesforceAfter the call
Call context recorded in Salesforce.
Based on your rule, AYWA creates or updates the contact and adds an activity summarizing the conversation.
To set this up
Connect Salesforce and configure the contact update and call activity to record after the call.
JiraAfter the call
A clear request in your team’s project.
AYWA creates a Jira task with the request and call summary when the configured rule is enabled.
To set this up
Connect Jira, choose the project and configure the task to create after the call.
Find your tools.
Find your CRM, support, calendar, messaging, document, commerce or billing tool and its setup guide. Available actions depend on the connector and your configuration.
CRM and sales
Read the guide →
HubSpot- Salesforce
Pipedrive
Zoho CRM
Freshsales
ActiveCampaign- Microsoft DynamicsComing soon
Calendars and appointments
Read the guide →
Google Calendar- Microsoft Outlook
Calendly
Customer and IT support
Read the guide →
Zendesk
Intercom
Freshdesk- Jira
Atera
ServiceNow
Projects and tasks
Read the guide →
monday.com
ClickUp
Asana
Trello
Todoist
Email and messaging
Read the guide →
Gmail
Microsoft Teams
WhatsApp Business- SMS AYWA
Documents and spreadsheets
Read the guide →
Google Drive
Google Docs
Google Sheets
E-commerce
Read the guide →
Shopify
WooCommerce
Billing and payment follow-up
Read the guide →
Stripe
Pennylane
Sellsy
Chargebee
Prospect research
Read the guide →- ClayIn Prospects, when enabled
Browse without an account. Sign in to your AYWA workspace to connect your tools.
Connect my tools01 / Integrations & actions
Connect your tools with the permissions they need.
Each connector has its own capabilities. A tool that supplies campaign contacts may not support the same actions after a call.
Authenticate and test
Link your account, grant the necessary permissions and test the connection. Keep the connection active and its authorisation up to date so the integration can work.
Choose what to share and where
Choose the fields to pass on and the agents or campaigns involved. The catalogue in your workspace shows the available connections.
02 / Integrations & actions
During the conversation, then after the call.
In the new release, every connector can be used during a call: the agent retrieves information, performs authorized actions and uses the result in its response. You also define follow-up rules to run after the conversation.
Bookings and messages
Check a calendar and create, move or cancel a booking with the required access. Email and SMS need a compatible sending account or line.
CRM, tickets and webhooks
Depending on the connector, create or update a record, add a note, open a ticket or send a summary to your system.
03 / Integrations & actions
Check what happened after each action.
See what ran and what needs attention. A connection error or missing permission must not be confused with a successful action.
Active rules
Post-call actions require an active rule, an active integration and automation permission. You can disable this follow-up.
History and retries
Review completed actions and errors. If a manual retry is available, check why the action failed and what another attempt would do before retrying.