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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Phone Call Action

Capture information taken from a phone call with a customer. If there is no answer, schedule a callback.

Customer Information

By default when you view the Phone Call Action it will show the name of the customer associated with the request and their phone number. This provides you with quick access to phone them without having to look up their details.

  • Use the Search option to look up other user’s contact details.
  • Initiate a phone call using a linked app by clicking on the customer’s phone number.

Conversation Notes

Use this to capture information about the phone call. These are added to the timeline under the category of Phone and will reference the call as being incoming or outgoing depending on the option chosen.

Schedule a Callback

Built into this action item is a callback feature that lets you schedule an activity to phone the customer back at another time. This callback is added to the activities section of the request and onto your personal Activities View.

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