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Contextual AI integration

Integrate with Contextual AI to automate document processing and AI workflows. Use Contextual AI from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Agent
  2. ZoftAgent or workflow decides what happens next
  3. Then in Contextual AICreate Agent
  4. AndCreate Datastore
Illustrative flow built from Contextual AI’s real triggers and actions.

Zoft + Contextual AI

What Zoft can do with Contextual AI.

  • 01Voice agentsA phone agent can use Contextual AI actions such as Create Agent and Create Datastore 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 Contextual AI while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Agent” happens in Contextual AI, or use Contextual AI as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Contextual AI actions on its own, and ask for your approval before it sends or changes anything important.

Actions 7

Things Zoft can do in Contextual AI.

  • Generate TextGenerate text using Contextual AI's Grounded Language Model
  • Parse FileParse a document file into structured Markdown and/or JSON format
  • Query AgentSend a message to a Contextual AI agent and get a response
  • Create AgentCreate a new Contextual AI agent with specified configuration
  • Invite UsersInvite new users to the Contextual AI workspace
  • Ingest DocumentUpload and ingest a document into a Contextual AI datastore
  • Create DatastoreCreate a new datastore for organizing documents

Triggers 1

Events in Contextual AI that can start a workflow.

  • New AgentTriggers when a new Contextual AI agent is created

Setup

Connect Contextual AI in three steps.

  1. 01ConnectChoose Contextual AI in Connections and enter the account details Contextual AI asks for, such as a store name or token.
  2. 02Put it to workAdd Contextual AI as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More ai and models integrations.

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FAQ

Contextual AI on Zoft, answered.

What can Zoft do with Contextual AI?

Zoft supports 7 actions and 1 trigger for Contextual AI. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Contextual AI to Zoft?

Choose Contextual AI in Connections and enter the account details Contextual AI asks for, such as a store name or token.

Can a voice agent or chat agent use Contextual AI?

Yes. Once Contextual AI 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 Contextual AI 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.

Put Contextual AI to work in your operation.

Get early accessTalk to sales