Integrations

Integrations

Integrations multiply Corebee's value by connecting it to the tools your team already uses.

Core Integrations

CRM (Salesforce, HubSpot)

• Sync customer data for personalized AI responses
• Create/update contacts from conversations
• Log support interactions on customer records

Help Desk (Zendesk, Freshdesk)

• Sync tickets between platforms
• Use existing knowledge base content
• Maintain unified reporting

Analytics (Segment, Mixpanel, Google Analytics)

• Track AI support events alongside product analytics
• Measure support impact on retention and conversion
• Build cohort analyses of supported vs. unsupported users

Communication (Slack, Microsoft Teams)

• Real-time escalation notifications
• Agent collaboration on complex issues
• Internal support bot for employee questions

Setting Up an Integration

General process for any integration:

1. Go to Settings > Integrations
2. Find the tool and click Connect
3. Authenticate via OAuth or paste an API key
4. Configure data sync settings:
   • Which data flows in each direction?
   • How often does it sync?
   • What triggers a sync?
5. Test the connection with sample data

Webhook Integration

For tools without native integration, use webhooks:

{
  "url": "https://your-app.com/webhooks/corebee",
  "events": [
    "conversation.created",
    "conversation.resolved",
    "conversation.escalated",
    "message.received"
  ],
  "headers": {
    "Authorization": "Bearer your-token"
  }
}

Data Flow Best Practices

• Minimize data transfer. Only sync what you need.
• Handle failures gracefully. Integrations break. Build retry logic and alerts.
• Respect rate limits. Batch sync when possible instead of real-time for high-volume data.
• Audit regularly. Review what data is flowing where, especially for compliance.

API Access

For fully custom integrations, use the Corebee REST API:

• Full conversation management
• Knowledge base CRUD operations
• Analytics data export
• Webhook management
• User and team administration

API documentation is available at Settings > Developers > API Docs.

Integration Checklist

• CRM connected for customer context
• Notification channel set up (Slack or email)
• Analytics tracking configured
• Webhook for custom workflows (if needed)
• Data flow documented for compliance

Congratulations! You have mastered advanced automation with Corebee.