Integrations

Integrations that turn conversations into actions

Datri.ai connects to your CRM, telephony, and messaging tools so every call can update records, trigger workflows, and hand off with context.

CRM

Turn conversations into pipeline updates, tasks, and case notes—where your teams already work.

SalesforceHubSpot

Messaging

Send confirmations, links, and follow‑ups after a call (opt‑in flows supported).

WhatsApp

Telephony

Connect inbound and outbound calling via SIP or supported providers—while keeping your numbers and routing strategy.

SIPProvider integrationsBYOC patterns

APIs & Webhooks

Integrate custom systems with REST APIs, webhooks, and tool calling for mid‑call lookups and actions.

REST APIWebhooksTool calling

Analytics & Export

Export transcripts, summaries, and structured fields into your reporting and BI pipelines.

DashboardsCSV/JSON exportsData pipelines

How it works

1) Connect your systems

Add the tools your agents should be able to use—CRM updates, ticketing, eligibility checks, payments, scheduling, and more.

2) Define guardrails

Configure verification steps, escalation rules, and data policies so workflows stay compliant and predictable.

3) Automate outcomes

After each call, write back structured fields, dispositions, and summaries—so your team has actionable results, not raw audio.