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Bird integration

Unified CRM for Marketing, Service & Payments. Use Bird 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 BirdSend SMS
  4. AndList Messages
Illustrative flow built from Bird’s real triggers and actions.

Zoft + Bird

What Zoft can do with Bird.

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

Actions 3

Things Zoft can do in Bird.

  • Send SMSSends an SMS message via Bird Channels API.
  • List MessagesLists an Messages via Bird Channels API
  • Custom API CallMake a custom API call to a specific endpoint

Setup

Connect Bird in three steps.

  1. 01ConnectChoose Bird in Connections and enter the account details Bird asks for, such as a store name or token.
  2. 02Put it to workAdd Bird 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 Marketing

FAQ

Bird on Zoft, answered.

What can Zoft do with Bird?

Zoft supports 3 actions for Bird. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Bird to Zoft?

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

Can a voice agent or chat agent use Bird?

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