Integrations
Connect the apps your business already uses, then build tools on top of them.
An integration is a connection between your account and an app such as Google Calendar, Gmail, HubSpot or Google Sheets (see the catalogue). Connecting an app gives access, but it doesn't give your agent anything to do yet. That takes two steps:
- Connect the app, once, on the Tools page.
- Add a tool for one action in that app, and add the tool to a step.
Connecting an app
Find the app
On the Tools page, open the row that reads Browse all N apps. Filter by category or search by name, then select Connect on the app.
Confirm
A dialog names the app, for example Woise wants to connect to your HubSpot. Select Continue.
Sign in on the app's own page
The app's sign-in opens in a popup, and you sign in there, on the app's own site. Woise never sees your password.
Check the status
When the popup closes, the app shows Connected. Select Disconnect whenever you want to remove the connection.
Turning a connection into a tool
Select a connected app under Apps on the Tools page and choose its add button (for example Add a HubSpot tool), or create a tool and choose Use a connected app. Pick one action, such as create a Google Calendar event, and name the tool. One action per tool, so the agent always knows what it's calling.
The tool then works like any other: add it to a step to use it during a conversation, or to an After-call action step to run it once the conversation is over. See Tools.
Connection statuses
| Status | What it means |
|---|---|
| Connected | Working. Tools built on it will run |
| Pending | Sign-in started but didn't finish, usually because the popup was closed. Select Check status to look again |
| Expired | The app's access ran out. Connect it again |
| Error | The app refused the connection, most often because access was removed on its side |
A tool on an app that isn't connected fails like any other tool: the agent finds out and the conversation carries on.
Next
See which apps are available in the catalogue, set up the tool itself in Tools, or run an action after the conversation with an After-call action.
Common questions
How do I connect an app?
On the Tools page, open Browse all apps, find the app and select Connect. You sign in on the app's own page and Woise never sees your password.
Does connecting an app let the agent use it straight away?
No. You then add a tool for one action in that app and add the tool to a step.
What do the connection statuses mean?
Connected means it works, Pending means sign-in did not finish, Expired means the app's access ran out, and Error usually means access was removed on the app's side.
How do I disconnect an app?
Select Disconnect on the connected app on the Tools page.