AITable integration
Interactive spreadsheets with collaboration. Use AITable from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Record - ZoftAgent or workflow decides what happens next
- Then in AITableCreate Record
- AndUpdate Record
Zoft + AITable
What Zoft can do with AITable.
- 01Voice agentsA phone agent can use AITable actions such as Create Record and Update Record during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update AITable while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record” happens in AITable, or use AITable as any step on the canvas.
- 04AI employeesAn AI employee can find and use AITable actions on its own, and ask for your approval before it sends or changes anything important.
Actions 4
Things Zoft can do in AITable.
- Custom API CallMake a custom API call to a specific endpoint
- Find RecordsFinds records in datasheet.
- Create RecordCreates a new record in datasheet.
- Update RecordUpdates an existing record in datasheet.
Triggers 1
Events in AITable that can start a workflow.
- New RecordTriggers when a new record is added to a datasheet.
Setup
Connect AITable in three steps.
- 01ConnectChoose AITable in Connections and enter the account details AITable asks for, such as a store name or token.
- 02Put it to workAdd AITable as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
AITable on Zoft, answered.
What can Zoft do with AITable?
Zoft supports 4 actions and 1 trigger for AITable. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect AITable to Zoft?
Choose AITable in Connections and enter the account details AITable asks for, such as a store name or token.
Can a voice agent or chat agent use AITable?
Yes. Once AITable is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in AITable without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.