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Crisp integration

Use Crisp in Zoft workflows, voice agents, chat agents and AI employees. Use Crisp from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Contact Created
  2. ZoftAgent or workflow decides what happens next
  3. Then in CrispCreate Conversation
  4. AndAdd Note to Conversation
Illustrative flow built from Crisp’s real triggers and actions.

Zoft + Crisp

What Zoft can do with Crisp.

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

Actions 7

Things Zoft can do in Crisp.

  • Add Note to ConversationAdds an internal note to a conversation.
  • Change Conversation StateUpdates the state of a conversation.
  • Custom API CallMake a custom API call to a specific endpoint
  • Find ConversationSearches for conversations matching the specified criteria.
  • Find User ProfileFinds a user profile by email address.
  • Create ConversationCreates a new conversation.
  • Create/Update ContactCreates a new contact or updates an existing contact.

Triggers 2

Events in Crisp that can start a workflow.

  • New Contact CreatedTriggers when a new contact is added.
  • New Conversation CreatedTriggers when a new conversation is started.

Setup

Connect Crisp in three steps.

  1. 01ConnectChoose Crisp in Connections and enter the account details Crisp asks for, such as a store name or token.
  2. 02Put it to workAdd Crisp 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.
See all in Customer support

FAQ

Crisp on Zoft, answered.

What can Zoft do with Crisp?

Zoft supports 7 actions and 2 triggers for Crisp. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Crisp to Zoft?

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

Can a voice agent or chat agent use Crisp?

Yes. Once Crisp 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 Crisp 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 Crisp to work in your operation.