Clicdata integration
ClicData enables True Performance with an end-to-end data analytics platform: connect, transform, automate, visualize and share data from 300+ sources. Use Clicdata from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 2 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Clicdata
Insert Row - AndRefresh Table
Zoft + Clicdata
What Zoft can do with Clicdata.
- 01Voice agentsA phone agent can use Clicdata actions such as Insert Row and Refresh Table 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 Clicdata while it talks to the customer.
- 03WorkflowsUse Clicdata as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Clicdata actions on its own, and ask for your approval before it sends or changes anything important.
Actions 2
Things Zoft can do in Clicdata.
- Insert RowInsert rows into a ClicData table (maximum 500 rows)
- Refresh TableRefresh the selected table depending on the refresh mode
Setup
Connect Clicdata in three steps.
- 01ConnectChoose Clicdata in Connections and approve access in the Clicdata sign-in window. Zoft never sees your password.
- 02Put it to workAdd Clicdata 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
Clicdata on Zoft, answered.
What can Zoft do with Clicdata?
Zoft supports 2 actions for Clicdata. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Clicdata to Zoft?
Choose Clicdata in Connections and approve access in the Clicdata sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Clicdata?
Yes. Once Clicdata 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 Clicdata 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.