AdvancedIntegrations
Advanced

Integrations with PilotPulse

Connect PilotPulse to your company's systems, third-party tools, and communication channels for seamless automation.

const response = await fetch('https://api.example.com/v1/data/retrieve?company_id=YOUR_COMPANY_ID', {
  method: 'GET',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  }
});
const data = await response.json();
{
  "status": "success",
  "data": [
    {
      "id": "123",
      "name": "Customer Record",
      "value": "Updated via API"
    }
  ]
}

Overview

PilotPulse supports a wide range of integrations to connect your AI assistants with communication channels, databases, and third-party services. You can integrate with email providers, WhatsApp, live chat tools, APIs for data retrieval, webhooks for real-time events, and custom connections for syncing standard operating procedures (SOPs) and knowledge bases.

Review your integration requirements and start with the channel or API that matches your workflow. All integrations use secure HTTPS endpoints and support OAuth or API keys for authentication.

Integration Options

Choose from these popular integration types to extend PilotPulse's capabilities.

Communication Channels

Set up integrations for email, WhatsApp, and online chats using PilotPulse's channel connectors.

Create WhatsApp Business API Account

Sign up for WhatsApp Business API through Meta and obtain your phone number ID and access token.

Configure in PilotPulse Dashboard

Navigate to Integrations > Channels in your PilotPulse dashboard at https://dashboard.example.com.

Verify Webhook

Test the webhook endpoint: https://api.example.com/v1/channels/whatsapp/webhook.

API Integrations

Use PilotPulse APIs to retrieve and update data from your systems. Authenticate requests with your API key in the Authorization header.

query
company_idstring
Required

Your unique company identifier.

Webhooks and Custom Connections

Configure webhooks to receive real-time events from PilotPulse, such as new messages or task completions.

const express = require('express');
const app = express();
app.use(express.json());

app.post('/webhook', (req, res) => {
  console.log('Event:', req.body.event_type);
  // Process event: e.g., update CRM
  res.status(200).send('OK');
});

app.listen(3000);

For custom SOP and knowledge base syncing, use the dashboard's custom connector or contact support.

Next Steps

Test all integrations in a sandbox environment before production deployment.