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Dashworks integration

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

  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in DashworksCustom API Call
  4. AndGenerate Answer
Illustrative flow built from Dashworks’s real triggers and actions.

Zoft + Dashworks

What Zoft can do with Dashworks.

  • 01Voice agentsA phone agent can use Dashworks actions such as Custom API Call and Generate Answer 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 Dashworks while it talks to the customer.
  • 03WorkflowsUse Dashworks as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use Dashworks actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in Dashworks.

  • Custom API CallMake a custom API call to a specific endpoint
  • Generate AnswerGenerates an answer from a Dashworks bot.

Setup

Connect Dashworks in three steps.

  1. 01ConnectChoose Dashworks in Connections and paste an API key from your Dashworks account.
  2. 02Put it to workAdd Dashworks 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 Productivity

FAQ

Dashworks on Zoft, answered.

What can Zoft do with Dashworks?

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

How do I connect Dashworks to Zoft?

Choose Dashworks in Connections and paste an API key from your Dashworks account.

Can a voice agent or chat agent use Dashworks?

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