Sends call information straight into a client's own CRM - the completed call and what the AI
attendant discussed, the voicemail and its transcript, and support tickets as they are opened.
This is an additional destination: our own ticketing system is unchanged and still gets
everything.
Every event is written here before any delivery is attempted, retried on failure with
backoff, and marked dead (never deleted) after 5 attempts, with an email alert. A client's
CRM being down can never delay or fail a call.
Master switch
"Release held events" re-checks every held or unattributed event and queues anything that
can now be delivered - what you use after a client connects their CRM.
Connect a client's CRM
Test first. A saved connection starts delivering on the next tick, but only while the master
switch above is armed. Passwords and API keys are never shown back - leave a secret field
blank to keep the one already stored.