Leexi integration
AI Notetaker. Use Leexi from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Call Created - ZoftAgent or workflow decides what happens next
- Then in LeexiGet Call
- AndCustom API Call
Zoft + Leexi
What Zoft can do with Leexi.
- 01Voice agentsA phone agent can use Leexi actions such as Get Call and Custom API Call 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 Leexi while it talks to the customer.
- 03WorkflowsStart a workflow when “New Call Created” happens in Leexi, or use Leexi as any step on the canvas.
- 04AI employeesAn AI employee can find and use Leexi actions on its own, and ask for your approval before it sends or changes anything important.
Actions 2
Things Zoft can do in Leexi.
- Get CallGets call details.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in Leexi that can start a workflow.
- New Call CreatedTriggers when a new call is created.
Setup
Connect Leexi in three steps.
- 01ConnectChoose Leexi in Connections and enter the username and password for your Leexi account.
- 02Put it to workAdd Leexi 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
Leexi on Zoft, answered.
What can Zoft do with Leexi?
Zoft supports 2 actions and 1 trigger for Leexi. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Leexi to Zoft?
Choose Leexi in Connections and enter the username and password for your Leexi account.
Can a voice agent or chat agent use Leexi?
Yes. Once Leexi 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 Leexi 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.