Integrations Overview

Customer: I need an appointment tomorrow

AI Agent: [Checks Google Calendar integration]
I have these times available tomorrow:
• 10:00 AM
• 2:00 PM
• 4:30 PM

Which time works best?

Customer: 2 PM

AI Agent: [Books appointment via Google Calendar]
Perfect! Booked for tomorrow at 2 PM.
Confirmation sent to your phone.
```text

### 3. Data Syncs Automatically

Integrations keep data in sync:

- Conversations → CRM activities
- Customers → CRM contacts
- Appointments → Calendar events
- Orders → E-commerce platform
- Tickets → Support system

---

## Integration Setup

### General Steps

Most integrations follow these steps:

1. **Enable Integration**
   - Navigate to Settings > Integrations
   - Find the integration
   - Click "Connect"

2. **Authorize**
   - Log in to the service
   - Grant LiveTok permissions
   - Confirm connection

3. **Configure**
   - Map fields
   - Set sync preferences
   - Configure automation rules
   - Test connection

4. **Test**
   - Send test data
   - Verify sync works
   - Check AI Agent can access
   - Confirm in conversations

**[Screenshot placeholder: Integration setup flow]**

---

## Common Features

### Field Mapping

Map LiveTok fields to integration fields:

**Example - CRM Integration:**
```text
LiveTok → HubSpot

Customer Name → Contact: First Name + Last Name
Customer Email → Contact: Email
Customer Phone → Contact: Phone
Customer Segment → Contact: Customer Type
Lifetime Value → Contact: Total Revenue
Conversation → Activity: Note
```text

**[Screenshot placeholder: Field mapping interface]**

### Sync Settings

Control how and when data syncs:

**Sync Direction:**
- One-way (LiveTok → Integration)
- One-way (Integration → LiveTok)
- Two-way (bidirectional)

**Sync Frequency:**
- Real-time (immediate)
- Scheduled (hourly, daily)
- Manual (on-demand)

**Sync Filters:**
- Sync all data
- Sync specific segments
- Sync based on tags
- Custom rules

### Automation Rules

Create automated workflows:

**Triggers:**
- Conversation event (created, resolved)
- Customer event (created, updated, VIP achieved)
- Message received
- Time-based
- Custom conditions

**Actions:**
- Create record in integration
- Update existing record
- Send notification
- Trigger workflow
- Custom API call

**Example Rules:**
```text
Rule: Create HubSpot Deal
Trigger: Conversation tagged with "sales"
Action: Create deal in HubSpot with conversation details

Rule: Send Welcome Email
Trigger: New customer created
Action: Send welcome email via Email integration

Rule: Update Shopify Customer
Trigger: Customer achieves VIP status
Action: Add "VIP" tag to Shopify customer
```text

---

## Popular Integration Combinations

### Service Business Stack

**Scheduling + CRM:**
- Google Calendar (appointments)
- HubSpot (customer management)
- Email (notifications)

**Use Case:** Beauty salon, spa, professional services

### E-commerce Stack

**E-commerce + Support:**
- Shopify (products & orders)
- FreshDesk (support tickets)
- Email (transactional emails)

**Use Case:** Online retail, D2C brands

### Fitness & Wellness Stack

**Specialized Scheduling:**
- Mindbody (class bookings)
- Google Calendar (personal training)
- Email (reminders)

**Use Case:** Gyms, yoga studios, wellness centers

---

## Integration Best Practices

### Setup

**Do:**
- Test in sandbox/development first
- Map all relevant fields
- Set up error notifications
- Document your configuration
- Train team on integrated features

**Don't:**
- Skip testing before going live
- Connect production accounts to test environments
- Ignore failed sync notifications
- Over-complicate field mappings

### Usage

**Do:**
- Monitor sync health regularly
- Review automation rules periodically
- Keep integrations up to date
- Handle errors gracefully
- Maintain data quality

**Don't:**
- Ignore integration errors
- Create duplicate records
- Over-automate
- Neglect data cleanup

### Security

**Do:**
- Use service accounts where possible
- Follow principle of least privilege
- Rotate API keys regularly
- Monitor API usage
- Log integration activity

**Don't:**
- Share integration credentials
- Grant unnecessary permissions
- Skip security updates
- Ignore suspicious activity

---

## Monitoring & Troubleshooting

### Integration Health

Monitor integration status:

**Dashboard Indicators:**
- ✅ Connected and syncing
- ⚠️ Warning (minor issues)
- ❌ Disconnected or failing

**Metrics:**
- Sync success rate
- API response time
- Error rate
- Data volume synced

**[Screenshot placeholder: Integration health dashboard]**

### Common Issues

**Connection Failures:**
- Check credentials are valid
- Verify permissions granted
- Confirm service is accessible
- Review firewall/network settings

**Sync Failures:**
- Check field mappings
- Verify data formats
- Review error logs
- Check API rate limits

**Data Mismatches:**
- Review field mappings
- Check for duplicates
- Verify sync direction
- Confirm data transformations

### Integration Logs

View detailed logs:

1. Go to **Settings** > **Integrations**
2. Click on integration
3. View **Activity Log**
4. Filter by status (success, error)
5. Review error details

**Log Information:**
- Timestamp
- Operation (create, update, sync)
- Status (success, failure)
- Error message (if failed)
- Affected records

**[Screenshot placeholder: Integration logs]**

---

## Custom Integrations

### Using Custom API Integration

Connect any service with a REST API:

**Configuration:**
```text
1. API Endpoint URL
2. Authentication (API key, OAuth, Basic)
3. Request format (JSON, XML, Form)
4. Field mappings
5. Webhook configuration
```text

**Use Cases:**
- Internal systems
- Proprietary software
- Legacy applications
- Specialized tools

[Learn more →](/integrations/custom-api)

### Using MCP Integration

Extend AI capabilities with Model Context Protocol:

**Features:**
- Custom tools and functions
- External data sources
- Advanced AI behaviors
- Specialized knowledge

[Learn more →](/integrations/mcp)

---

## Enterprise Integrations

For Enterprise plans, additional integrations available:

- Salesforce
- Microsoft Dynamics
- SAP
- Oracle
- Custom enterprise systems
- SSO integration
- Advanced security features

Contact us at hello@livetok.ai for Enterprise integrations.

---

## Integration Marketplace

Coming soon: Browse community-built integrations

- User-contributed integrations
- Pre-built automation templates
- Integration recipes
- Community support

---

## Next Steps

- [Connect Google Calendar →](/integrations/google-calendar)
- [Set Up HubSpot →](/integrations/hubspot)
- [Configure Shopify →](/integrations/shopify)
- [Build Custom Integration →](/integrations/custom-api)
- [Explore API →](/developers/api)

---

## Need Help?

- Chat with our AI Agent (knows integrations!)
- Email integrations@livetok.ai
- Check [Support page](/support)
- View [Developer Docs](/developers)