SYSTEMS AND INTEGRATIONS

Connect the next step in your operation.

A useful integration provides current information and enables a defined action. We assess each connection against your process, available permissions and the source system’s capabilities.

Abstract network of connected conversations and data
01 / SYSTEMS AND INTEGRATIONS

From a conversation to a verifiable action

The connection starts with an operational question: what needs to happen after understanding the request? That might mean finding a customer, checking inventory, preparing a task or checking availability. Before building, we define the system responsible for each piece of data and the response confirming the action was completed.

02 / SYSTEMS AND INTEGRATIONS

Types of systems we can assess

The architecture adapts to your organization’s tools. The following list describes categories we can assess; it is not a catalog of installed connectors or a statement of commercial partnerships. Compatibility must be verified for each system’s version, plan and permissions.

  • CRM and service: customers, conversations, opportunities and cases.
  • ERP and operations: orders, inventory, work orders and process status.
  • Calendars and booking systems: availability, confirmations and changes.
  • Documents and knowledge: approved information, case files and requirements.
  • Communication channels: email, messaging, forms and voice, depending on the project.
03 / SYSTEMS AND INTEGRATIONS

The right connection for each environment

An API lets systems request structured data or actions. A webhook reports that an event occurred. An agreed import may work when a system does not offer real-time access. We select the mechanism based on availability, required frequency, provider limits and authorization from your technical team.

04 / SYSTEMS AND INTEGRATIONS

When systems do not respond as expected

A complete design accounts for outages, incomplete data and repeated requests. We define when to retry, how to avoid duplicate actions and what a person must review. A submitted request is not presented as a confirmed booking or change until the evidence established by the process is available.

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What we need to assess your integration

Share the system name, the process you want to connect and its administrator’s contact. We then review technical documentation, test environments and permissions. Licenses, provider usage charges and maintenance tasks are identified in the proposal so you understand the project’s dependencies.

  • Which data must be consulted and how often.
  • Which actions the connection may perform and which require authorization.
  • How outcomes will be verified and who will handle exceptions.
Your systems, one workflow

Connect what already makes your business work.

A conversation retrieves information, starts a task and records the result in the right place. Start with your tools to connect that workflow, using the connections and permissions your operation needs.

  • ConfigurableImplemented connector; requires configuration and validation with your account.
  • CustomConnection scoped and developed for your system.
  • To enableRequires completing the integration and validating it with the provider.

Calendars that keep up with your business

Book, reschedule and cancel within one workflow. Connect each provider’s account and validate it before enabling synchronization.

  • Google Calendar · publish appointmentsConfigurable
  • Cal.com · bookings and availabilityConfigurable
  • CalDAV · compatible calendarsConfigurable
  • iCal · vacation rental occupancyConfigurable

Conversations that trigger work

A message can retrieve information and trigger the next step. Enable channels, numbers and permissions for your operation; telephony requires testing with your line.

  • WhatsApp · service and follow-upConfigurable
  • Email · notices and remindersConfigurable
  • Telephony · voice agentsTo enable

From the order to restaurant operations

Orders retain products, modifiers, customers and branches. Automatic SoftRestaurant submission is enabled after validating the provider’s interface; meanwhile, the team has an assisted-entry queue.

  • SoftRestaurant · POS ordersTo enable
  • Other point-of-sale systemsCustom
  • External payments and reconciliationCustom

Information reaches the place work happens

Customers, orders, invoices and cases retain their references across teams. Agree on fields, permitted actions and how to confirm each update in your system.

  • CRM · customers and opportunitiesCustom
  • ERP · purchasing, inventory and invoicesCustom
  • PMS · hotel operationsCustom
  • Tickets · incidents and resolutionCustom

Documents that move work forward

Define which files Atiende receives, which data it extracts and what your team reviews. Records retain their sources and the outstanding items needed to proceed.

  • Repositories and document managementCustom
  • Your firm’s accounting systemsCustom
  • Your operational files and formatsCustom

Your own system can be part of it

Discovery reviews documentation, access and system limits. Design a connection with a defined scope and test it end to end before introducing it into operations.

  • APIs and webhooksCustom
  • Internal applicationsCustom
  • File import and exportCustom

Tell us which system you use and what you want to happen in it: ventas@useatiende.ai.

A little more clarity

Before we begin.

Is a tool mentioned on this website already integrated?

Not necessarily. Some references describe systems commonly used in an industry. Connection availability is confirmed with the team for your specific solution and environment.

Can you work with a system developed by my company?

We can review its documentation, interfaces and restrictions with your technical team. Feasibility and effort depend on available access and the action you need to perform.

Your next step

Less friction.
More possibilities.

Let’s start with a process that matters. Discover what your team could do with more time.

Book a demoOr write to us about the process you want to improve