Add Integrations

Integrations allow your AI voice agents to interact with external services in real-time during calls. Your agent can look up customer information, schedule appointments, create tickets, and much more.

Overview

urvo integrations work by connecting your workspace to third-party services. Once connected, you can enable specific tools that your agents can use during conversations. The agent will automatically call these tools when appropriate based on the conversation context.

Prerequisites

Before connecting an integration, ensure you have:

• Admin or Owner role in your workspace
• Access to the third-party service's admin panel
• API credentials or OAuth permissions for the service

Connecting an Integration

Step 1: Navigate to Integrations

1. Log in to your urvo dashboard
2. Click "Integrations" in the left sidebar
3. You'll see a list of available integrations organized by category

Step 2: Select Your Integration

Browse integrations by category:

• CRM — HubSpot, Salesforce
• Calendar — Cal.com
• Productivity — Slack, Notion
• Support — Zendesk

Click "Connect" on the integration you want to add.

Step 3: Authenticate

Depending on the integration, you'll use one of these authentication methods:

Step 4: Enable Tools

After connecting, you can enable specific tools for your agents:

1. Go to Agent Settings → Tools
2. Click "Add Tool"
3. Select an integration tool from the dropdown
4. Configure any tool-specific settings
5. Click "Save"

Step 5: Test the Integration

Before going live, test your integration:

1. Use the "Test Agent" feature
2. Have a conversation that would trigger the tool
3. Verify the tool executed correctly in the call transcript

Authentication Methods

OAuth 2.0 Authorization Code

The most secure method for user-facing services. urvo redirects you to the service to grant permission, then receives an access token automatically.

Supported by: Salesforce

How it works:

1. You authorize urvo in the service's interface
2. urvo receives an authorization code
3. urvo exchanges the code for access and refresh tokens
4. Tokens are encrypted and stored securely
5. urvo automatically refreshes tokens before they expire

API Key Authentication

Simple key-based authentication for services that provide API keys.

Supported by: Cal.com, HubSpot, OpenAI

How it works:

1. Generate an API key in the service's dashboard
2. Paste the key into urvo
3. urvo validates the key with a test API call
4. The key is encrypted and stored securely

OAuth 2.0 Client Credentials

Machine-to-machine authentication for enterprise services.

Supported by: Salesforce (Service Account), custom APIs

Required fields:

• Client ID
• Client Secret
• Token URL
• Scopes (optional)

Available Tool Types

Integration tools are pre-configured by urvo to work with connected services. Common tool types include:

Managing Connections

Viewing Connected Integrations

1. Go to Integrations in your dashboard
2. Connected integrations show a green "Connected" badge
3. Click on a connection to see details

Updating Credentials

If your credentials expire or change:

1. Go to Integrations → Select the integration
2. Click "Update Credentials"
3. Follow the authentication flow again

Disconnecting an Integration

1. Go to Integrations → Select the integration
2. Click "Disconnect"
3. Confirm the disconnection

Note: Disconnecting removes all credentials and disables associated tools.

Best Practices

Troubleshooting

Available Integrations

Open Integrations and click Add Integration to see everything you can connect. Use the search box to filter the list. Each integration connects with one of two authentication methods:

• OAuth — a consent screen opens where you sign in and authorize urvo. No keys to copy.
• API key — you paste credentials into a short form. The exact fields depend on the provider (for example an API key, a subdomain, or an email/token pair).

The integrations you can connect today include:

The exact list is managed by urvo and may change over time. Providers shown elsewhere in the dashboard as a preview grid are not connectable until they appear in the Add Integration list. Dedicated setup guides are available for Cal.com, HubSpot, Salesforce, Zendesk, and Slack.

Enabling Integration Tools

Connecting an integration doesn't give your agent any abilities on its own — you choose which tools to turn on. Click a connected integration (or View Tools) to open its tools list:

1. Browse the available actions for that integration. Each shows a name, description, and HTTP method.
2. Toggle on the tools you want. Enabling a tool makes it available to assign to your agents.
3. For each tool parameter you can choose how it gets its value: LLM (the agent decides from the conversation), Fixed (a constant value you set), or Variable (a dynamic conversation variable). A required parameter with no resolved value will block the tool from running.

Enabled integration tools appear in your Tools list and can be assigned to any agent, just like webhook tools.

Reconnecting an Integration

If a connection's authorization expires, an amber banner appears at the top of the Integrations page saying an integration needs reconnecting. Click Reconnect next to the integration and re-authorize it. Until you do, any tools that depend on that integration will politely tell the caller the integration needs to be reconnected instead of running.

Limits and Disconnecting

• Plan limit: the number of connected integrations is capped by your plan. When you reach the cap, Add Integration is disabled with a note to upgrade to add more.
• Disconnect guard: you can't disconnect an integration while tools still depend on it. Remove or disable those tools first, then disconnect.

Next Steps

• View the Cal.com Integration for scheduling appointments
• Learn about Agent Configuration to optimize tool usage
• Check Best Practices for integration tips