Other Integrations

📅 Calendar Integration

Sync your appointments and events with your calendar.

✨ Supported Features

Feature	Description
Event Sync	Send appointments to your calendar
Availability	Check your calendar before scheduling
Reminders	Get calendar reminders for events

🛠️ Setting Up Calendar

1. Go to Settings → Integrations
2. Select Calendar
3. Connect your calendar account
4. Set up your sync settings
5. Pick which events to sync

📧 Email Integration

Connect your email so Kayse AI can track your messages.

✨ Features

Feature	Description
Email Tracking	See when someone opens or clicks your emails
Sync History	Pull in past email conversations
Send via Kayse AI	Send emails right from the platform

📞 Phone System Integration

Connect your phone system to track and manage calls.

✨ Features

Feature	Description
Number Management	Manage your phone numbers
Call Routing	Set up where calls go
Recording	Record calls
Analytics	See call stats and reports

⚙️ Phone Number Settings

Setting	Description
Inbound Routing	Where incoming calls go
Caller ID	What shows up when you call out
Recording	Turn recording on or off
Transcription	Automatically turn calls into text

🔌 API Access

Build your own custom integrations using the Kayse AI API.

🚀 Getting Started

1. Go to Settings → API
2. Create an API key
3. Check out the API documentation
4. Build your integration!

🛠️ API Capabilities

Resource	What You Can Do
Clients	Create, read, update, delete
Cases	Create, read, update, delete
Lists	Create, read, update, delete
Calls	Create, read
Campaigns	Create, read, update

See the API documentation for all the details.

🔒 Integration Security

💡 Best Practices

Practice	Description
Rotate Credentials	Change your API keys regularly
Least Privilege	Only give the minimum access needed
Monitor Usage	Keep an eye on API and webhook activity
Audit Logs	Review what integrations are doing

🛡️ Access Control

Setting	Description
IP Allowlist	Only let certain IP addresses use the API
Rate Limits	Prevent too many requests at once
Scopes	Limit what each API key can do

🔧 Troubleshooting

❓ Common Issues

Issue	Solution
Sync Not Working	Check your credentials and internet connection
Duplicate Records	Look at your field mapping and matching rules
Missing Data	Make sure all important fields are mapped
Webhook Failures	Check the URL and any login info

📋 Integration Logs

See what your integrations are doing in detail:

1. Go to Settings → Integrations
2. Pick the integration
3. Click View Logs
4. Filter by date, status, or type

💡 Best Practices

• Test first — Try integrations with test data before going live
• Map fields carefully — Make sure all the important fields match up
• Check regularly — Look at integration health every week
• Handle errors — Set up alerts for when something goes wrong
• Write it down — Keep notes on how you set things up
• Review security — Check integration access once in a while
• Start simple — Begin with basic syncing, then add more later