Knack integration
Use Knack in Zoft workflows, voice agents, chat agents and AI employees. Use Knack from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 5 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Knack
Create Record - AndUpdate Record
Zoft + Knack
What Zoft can do with Knack.
- 01Voice agentsA phone agent can use Knack 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 Knack while it talks to the customer.
- 03WorkflowsUse Knack as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Knack actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Knack.
- Find RecordFinds a single record using field value.
- Create RecordCreates a new record into a specified object/table.
- Delete RecordDeletes an existing record from a table.
- Update RecordUpdates an existing record.
- Custom API CallMake a custom API call to a specific endpoint
Setup
Connect Knack in three steps.
- 01ConnectChoose Knack in Connections and enter the account details Knack asks for, such as a store name or token.
- 02Put it to workAdd Knack 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
Knack on Zoft, answered.
What can Zoft do with Knack?
Zoft supports 5 actions for Knack. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Knack to Zoft?
Choose Knack in Connections and enter the account details Knack asks for, such as a store name or token.
Can a voice agent or chat agent use Knack?
Yes. Once Knack 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 Knack 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.