AI assistant integrations
Telnyx AI assistants can integrate with leading enterprise platforms to access customer data, create tickets, update records, and automate workflows directly during conversations.
Available integrations
Integration | Description | Common Use Cases |
---|---|---|
Salesforce | CRM platform for sales, service, and marketing | Lead qualification, case management, contact updates |
ServiceNow | IT service management and workflow automation | Incident creation, ticket updates, service requests |
Jira | Project management and issue tracking | Bug reporting, task creation, project updates |
HubSpot | Marketing, sales, and service CRM | Contact management, deal tracking, ticket creation |
Zendesk | Customer service and support platform | Ticket creation, customer lookup, case management |
Intercom | Customer messaging and support platform | Conversation management, user data access |
GitHub | Code hosting and version control | Issue creation, repository access, pull request management |
Greenhouse | Applicant tracking and recruiting platform | Candidate lookup, interview scheduling, application management |
Getting started
Prerequisites
Before connecting an integration, ensure you have:
- Platform Account - Active account with appropriate permissions on the target platform.
- API Credentials - Platform-specific credentials (varies by integration).
- Telnyx AI Assistant - A configured AI assistant ready to connect.
Connection workflow
- Navigate to AI Assistants in the Mission Control Portal.
- Click on an existing assistant or create a new one.
- Go to the Agent tab.
- Scroll to the Integrations section.
- Click Add Integration.
- Select the platform from the dropdown menu.
- Enter the required credentials.
- Configure available tools.
- Save the assistant.
See integrations in action
Watch how Telnyx Voice AI Agents connect to enterprise platforms like ServiceNow to create, update, and resolve tickets through natural voice conversation:
This demonstration shows the integration workflow in the Mission Control Portal and real-time ticket management capabilities that work across all supported platforms.
Platform-specific setup
Select your integration platform below. If you don't see your platform, scroll horizontally to view all available options.
- GitHub
- Greenhouse
- HubSpot
- Intercom
- Jira
- Salesforce
- ServiceNow
- Zendesk
GitHub
Connect your AI assistant to GitHub for code hosting, version control, and development workflows.
Prerequisites
- GitHub account with repository access.
- Permissions to create personal access tokens.
- Appropriate repository scopes for integration needs.
Required credentials
When connecting GitHub, you'll need to provide:
- Access token - Your GitHub Personal Access Token.
- Create one at: https://github.com/settings/tokens
- Click "Generate new token" → "Generate new token (classic)"
- Select appropriate scopes:
repo
- Full control of private repositoriesread:user
- Read user profile dataread:org
- Read organization data
- Copy the generated token (you won't be able to see it again)
Available tools
After connecting GitHub, your assistant can:
- Create issues - Log bugs, feature requests, or tasks in repositories.
- Search repositories - Find repos by name, description, or topics.
- Manage pull requests - Create, review, or update PRs.
- Access code - Read file contents and repository structure.
- Manage labels - Add or remove issue and PR labels.
Use cases
Bug Reporting
Developer: "We have a login bug affecting Safari users"
Assistant: [Creates issue in GitHub repository]
Assistant: [Adds labels: bug, priority:high, browser:safari]
Assistant: "I've created issue #234 in the main repo and notified the team."
Repository Search
Developer: "Find our authentication libraries"
Assistant: [Searches GitHub repos by keyword and topic]
Assistant: "I found 3 authentication repos: auth-service, jwt-utils, and oauth-client."
Greenhouse
Connect your AI assistant to Greenhouse for applicant tracking and recruiting workflows.
Prerequisites
- Greenhouse account with API access.
- Access to Greenhouse Dev Center.
- Harvest API permissions.
Required credentials
When connecting Greenhouse, you'll need to provide:
- API key - Your Greenhouse Harvest API token.
- Log in to your Greenhouse account
- Navigate to: Dev Center → API Credential Management
- Create a new Harvest API key
- Select appropriate permissions for your use case
- Copy the generated API key
Available tools
After connecting Greenhouse, your assistant can:
- Candidate lookup - Search for candidates by name, email, or application ID.
- Interview scheduling - View and coordinate interview schedules.
- Application management - Track application status and progress.
- Job posting access - View open positions and job details.
- Scorecard review - Access candidate evaluations and feedback.
Use cases
Candidate Status Check
Recruiter: "What's the status of the candidate who interviewed yesterday?"
Assistant: [Searches Greenhouse by interview date]
Assistant: "Sarah Johnson completed her technical interview yesterday. She's in the Reference Check stage."
Interview Coordination
Recruiter: "Schedule the next round for top candidates"
Assistant: [Retrieves candidate list and interview availability]
Assistant: [Checks interviewer calendars]
Assistant: "I can schedule 3 final interviews for next Tuesday and Wednesday."
HubSpot
Connect your AI assistant to HubSpot for marketing, sales, and customer service workflows.
Prerequisites
- HubSpot account with API access.
- Private app access token or OAuth credentials.
Required credentials
When connecting HubSpot, you'll need to provide:
- Private app token - Your HubSpot private app access token.
- Create a private app in your HubSpot account at: Settings → Integrations → Private Apps
- Copy the access token from the Auth tab.
Available tools
After connecting HubSpot, your assistant can:
- Manage contacts - Create, update, or search contacts.
- Deal tracking - Create deals, update deal stages.
- Ticket management - Create support tickets, update status.
- Company records - Access and update company information.
- Engagement tracking - Log calls, emails, and notes.
Use cases
Lead Capture
Prospect: "I'd like a demo of your product"
Assistant: [Creates contact in HubSpot]
Assistant: [Creates deal in pipeline]
Assistant: [Schedules demo meeting]
Support Ticketing
Customer: "I have a billing question"
Assistant: [Searches HubSpot for customer record]
Assistant: [Creates ticket in support pipeline]
Assistant: [Associates ticket with contact and deal]
Intercom
Connect your AI assistant to Intercom for customer messaging and support workflows.
Prerequisites
- Intercom account with API access.
- Permissions to create private apps.
- Access token with appropriate scopes.
Required credentials
When connecting Intercom, you'll need to provide:
- Access token - Intercom Access Token for private app authentication.
- Create a private app in your Intercom workspace
- Navigate to: Settings → Developers → Developer Hub → Your Apps → New App
- Copy the access token from the authentication section
Available tools
After connecting Intercom, your assistant can:
- Access conversation history - Retrieve past customer interactions and messages.
- Create notes - Add internal notes to customer conversations.
- Update customer attributes - Modify user data and custom attributes.
- Search users - Find customers by email, user ID, or other identifiers.
- Manage tags - Add or remove conversation tags for organization.
Use cases
Customer Support Context
Customer: "I need help with my subscription"
Assistant: [Searches Intercom for customer by phone/email]
Assistant: [Reviews conversation history]
Assistant: "I can see you upgraded to Pro last month. How can I help with your subscription?"
User Data Management
Customer: "Please update my company name"
Assistant: [Updates customer attributes in Intercom]
Assistant: [Adds note documenting the change]
Assistant: "I've updated your company name in our system."
Jira
Connect your AI assistant to Jira for project management, issue tracking, and software development workflows.
Prerequisites
- Jira account (Cloud or Server).
- API token or password.
- Project access and permissions.
Required credentials
When connecting Jira, you'll need to provide:
-
Email - The end-user's Jira username or email address registered with your Jira account.
-
API token - Your Jira API token.
- Create one at: https://id.atlassian.com/manage-profile/security/api-tokens → Create API token
-
Site URL - The base URL of your Jira instance.
- Example:
https://yourcompany.atlassian.net
- Do not include
https://
prefix (it's added automatically).
- Example:
Available tools
After connecting Jira, your assistant can:
- Create issues - Create bugs, tasks, stories, or epics.
- Update issues - Change status, assignee, or priority.
- Search issues - Find issues by project, assignee, or status.
- Add comments - Comment on existing issues.
- Transition issues - Move issues through workflow states.
Use cases
Bug Reporting
Developer: "Users are reporting a login error"
Assistant: [Creates bug in Jira]
Assistant: [Sets priority to High, component to Authentication]
Assistant: "Created PROJ-1234. I've assigned it to the on-call engineer."
Task Management
Manager: "Create a task to update the documentation"
Assistant: [Creates task in Jira project]
Assistant: [Sets due date based on conversation]
Salesforce
Connect your AI assistant to Salesforce to access customer records, create cases, update opportunities, and more.
Prerequisites
- Salesforce account with API access.
- Username and password.
- Security token (reset in Personal Settings → Reset My Security Token).
- Organization ID (found in Setup → Company Settings → Company Information).
Required credentials
When connecting Salesforce, you'll need to provide:
-
Instance domain - Your Salesforce domain.
- Example:
acme.my.salesforce.com
(production). - Example:
acme.sandbox.my.salesforce.com
(sandbox). - Do not include
https://
or trailing/
.
- Example:
-
Username - Your Salesforce username or email.
-
Password - Your Salesforce account password.
-
Security token - Security token from your Salesforce profile.
- To reset: Personal Settings → Reset My Security Token
- Token will be emailed to your registered email address.
-
Organization ID - Your Salesforce org ID.
- Found in: Setup → Company Settings → Company Information
Available tools
After connecting Salesforce, your assistant can use tools to:
- Search records - Find accounts, contacts, leads, opportunities.
- Create records - Create new cases, leads, tasks, or opportunities.
- Update records - Modify existing records with new information.
- Query data - Run SOQL queries for custom data retrieval.
Use cases
Customer Service
Customer: "I need help with my recent order"
Assistant: [Searches Salesforce for customer by phone number]
Assistant: "I found your account, let me check your recent orders..."
Lead Qualification
Prospect: "I'm interested in your enterprise plan"
Assistant: [Creates lead in Salesforce with details from conversation]
Assistant: [Updates lead score based on budget and timeline discussed]
Case Management
Customer: "My service is down"
Assistant: [Creates high-priority case in Salesforce]
Assistant: "I've created case #12345 for you. Our team will reach out within 2 hours."
ServiceNow
Connect your AI assistant to ServiceNow for IT service management, incident tracking, and workflow automation.
Prerequisites
- ServiceNow instance with API access.
- User account with appropriate roles (e.g., itil, admin).
- Instance URL and credentials.
Required credentials
-
Instance URL - Your ServiceNow instance URL.
- Example:
acme.service-now.com
oracme-dev.service-now.com
.
- Example:
-
Username - ServiceNow account username.
-
Password - ServiceNow account password.
Available tools
After connecting ServiceNow, your assistant can:
- Create incidents - Log IT incidents with priority and categorization.
- Update tickets - Modify incident status, assignment, or details.
- Search knowledge base - Find KB articles for issue resolution.
- Query records - Access CMDB, user records, or service catalogs.
Use cases
IT Support
Employee: "My laptop won't connect to WiFi"
Assistant: [Creates incident in ServiceNow]
Assistant: [Categorizes as Network → WiFi]
Assistant: "I've logged incident INC0012345. IT will assist you shortly."
Service Requests
Employee: "I need access to the marketing drive"
Assistant: [Creates service request in ServiceNow]
Assistant: [Routes to appropriate approval group]
Zendesk
Connect your AI assistant to Zendesk for customer service and support workflows.
Prerequisites
- Zendesk account with API access.
- Admin access to generate API tokens.
- Subdomain and email credentials.
Required credentials
When connecting Zendesk, you'll need to provide:
-
Subdomain - Your Zendesk subdomain.
- Example:
company
fromcompany.zendesk.com
- Enter only the subdomain part (the portal adds
https://
and.zendesk.com
automatically)
- Example:
-
Email - Your Zendesk account email address.
-
API token - Your Zendesk API token.
- Generate from: Admin Center → Apps and integrations → APIs → Zendesk API
Available tools
After connecting Zendesk, your assistant can:
- Create tickets - Log customer support requests with priority and categorization.
- Search customer history - Find previous tickets and interactions by customer.
- Update ticket status - Modify ticket status, assignment, or priority.
- Access knowledge base - Search KB articles for issue resolution.
Use cases
Support Ticketing
Customer: "I'm having an issue with my account login"
Assistant: [Creates ticket in Zendesk]
Assistant: [Categorizes as Account → Login Issues]
Assistant: "I've created ticket #12345. Our support team will reach out within 2 hours."
Customer History Lookup
Customer: "What's the status of my previous request?"
Assistant: [Searches Zendesk by phone number or email]
Assistant: "I found your ticket #12340 from last week. It was resolved on Monday."
Managing integrations
Viewing connected integrations
- Navigate to your AI assistant in the portal.
- Go to the Agent tab.
- Scroll to the Integrations section.
- Connected integrations appear under Connected Integrations.
Disconnecting an integration
To disconnect an integration from your assistant:
- Navigate to your AI assistant in the portal and go to the Agent tab.
- Scroll to the Integrations section.
- Find the integration in the Connected Integrations list.
- Click the unassign button (chain link icon) next to the integration.
- In the confirmation dialog, click Continue to confirm disconnection.
After disconnecting:
- The integration is removed from this assistant.
- All associated tools are disabled for this assistant.
- The integration moves to Available Integrations and can be reconnected later.
Disconnecting an integration only removes it from the current assistant. The integration remains in your account and can be connected to other assistants or reconnected to this one.
Deleting an integration
To permanently delete an integration from your account:
- Navigate to your AI assistant in the portal and go to the Agent tab.
- Scroll to the Integrations section.
- Find the integration in the Available Integrations list.
- Click the delete button (trash icon) next to the integration.
- Confirm deletion.
Deleting an integration permanently removes it from your account, including all stored credentials. You will need to set it up again from scratch if you want to use it in the future.
Best practices
Security
- Use dedicated service accounts - Create integration-specific accounts with minimal required permissions.
- Rotate credentials regularly - Update API tokens and passwords periodically.
- Monitor usage - Review integration activity in platform audit logs.
- Limit permissions - Grant only the permissions needed for specific use cases.
- Use sandbox environments - Test integrations in sandbox/staging before production.
Configuration
- Start with read-only tools - Enable search/read tools first, then add write capabilities.
- Provide clear descriptions - Help the assistant understand when to use each tool.
- Test thoroughly - Validate integration behavior with various conversation scenarios.
- Use tool parameters - Configure defaults to reduce errors (e.g., default priority, project).
- Handle errors gracefully - Configure fallback behavior when integration calls fail.
Performance
- Minimize API calls - Avoid unnecessary searches or duplicate requests.
- Cache frequently accessed data - Use dynamic variables for session-specific data.
- Set appropriate timeouts - Configure reasonable timeout values for integration calls.
- Monitor rate limits - Be aware of platform-specific API rate limits.
Troubleshooting
Connection failures
Symptom: Unable to connect integration, credentials rejected.
Solutions:
- Verify credentials are correct and have not expired.
- Check that the user account has API access enabled.
- Ensure security tokens or API keys are current.
- For Salesforce: Confirm security token is included.
- For cloud platforms: Verify instance URL format (no
https://
or trailing/
).
Tools not appearing
Symptom: Integration connected but no tools available.
Solutions:
- Refresh the page and check again.
- Verify the integration account has required permissions.
- Check that the platform subscription includes API access.
- Disconnect and reconnect the integration.
Authentication errors during calls
Symptom: Tools fail with authentication errors during conversations.
Solutions:
- Regenerate API tokens or security tokens.
- Update stored credentials in the integration.
- Verify account has not been locked or suspended.
- Check IP allowlists (if applicable).
Missing data or records
Symptom: Assistant cannot find expected records.
Solutions:
- Verify the integration account can access the records.
- Check record permissions and sharing settings.
- Confirm records exist in the platform.
- Verify search parameters and filters.
Rate limiting
Symptom: Integration calls fail with rate limit errors.
Solutions:
- Reduce frequency of integration calls.
- Implement caching for frequently accessed data.
- Contact platform support to increase limits.
- Distribute calls across multiple service accounts.
Next steps
- Voice Assistant Quickstart - Learn how to create and configure AI assistants.
- Agent Handoff - Enable multiple specialized assistants with integrations.
- Dynamic Variables - Pass integration-specific context to your assistant.
- API Reference - Programmatic assistant management.
Related resources
- Release Notes: ServiceNow and Salesforce Integration.
- Integration Secrets - Securely store API keys and tokens.
- AI Assistants Portal - Configure assistants and integrations.