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Self-Serve Agentic Integrations

Connect your AI Agents to your CRM and scheduling tools, no engineering required

For the first time, you can activate Agentic AI integrations yourself without assistance. The Integrations Catalog now includes a self-serve interface for certain integrations so you can choose exactly which ones to turn on, preview each one before it goes live, and activate on your own timeline..

For Who? Customers using AI Agents with actions embedded in their CRM and scheduling tools. Available in the US.

Availability & Implementation: The first wave of integrations, including Salesforce, Microsoft Dynamics 365, and Epic, arrives in early September 2026, with additional integrations to follow.

Key Benefits

  • Self-serve activation with no custom engineering required
  • Granular control to enable only the specific skills you need
  • Secure by design, with credentials masked and validated at every step

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