Vinsi CRM Integration

Overview

You can enable the integration of the CRM directly from settings:

1. Go to Settings Page
2. From left menu click on "API Integration"
3. Click on "Vinsi SaaS CRM"
4. Click on the button "Enable Vinsi SaaS Integrations with your organization"

API Integrations Page

Once enabled, you can now configure the necessary tools to retrieve contacts, companies, and other CRM available objects

Using Vinsi CRM via Tools

To allow an AI Phone Agent to query Vinsi CRM data, you must create a Tool.

This is the list of available resources in the CRM:

1. Contacts
2. Companies
3. Deals
4. Tickets
5. Tasks

For each resource you can retrieve a list of records, create a new record and update an existing one.

Tool Configuration

• Tool Type: Vinsi Saas CRM
• Tool Name: Get Contacts
• Description: Fetch contacts from Vinsi CRM
• Resource: Contacts
• Action: Get List of Contacts

Authorization headers are injected automatically using the Vinsi Settings.

Tool form with 'Vinsi Saas CRM' type

Important Notes

• The AI will not recognize the records in the CRM immediately — you need to create a tool for each action so the agent can read/write data from the CRM.
• We always recommend fetching the list of records before making a create or update action. For example: retrieve the list of contacts before creating or updating a contact, so the agent can validate whether the contact already exists.
• Once a list of records is retrieved, the agent can perform any sort, filter, and search action.
• Tickets and Tasks resources must always be assigned to a contact; therefore, it is necessary to retrieve the list of contacts first.
• These recommendations can be configured in the AI Phone Agent instructions.