Integrations
External tools and service connections
Microsoft 365 Calendar
Calendar access for scheduling and meeting prep agents
ConnectedSynced 2 minutes ago
HubSpot CRM
Client data, engagement history, and pipeline management
ConnectedSynced 5 minutes ago
Slack
Team notifications, approval requests, and agent alerts
ConnectedSynced 1 minute ago
SharePoint
Document storage, templates, and knowledge base source
ConnectedSynced 15 minutes ago
Xero
Expense management and financial data integration
ConnectedSynced 1 hour ago
Jira
Project tracking and milestone management
ConnectedSynced 10 minutes ago
DocuSign
Contract and document signing workflows
Not Connected
Salesforce
Alternative CRM connection for legacy client data
Not Connected