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Personal AI integration

Manage memory storage, messaging, and documents through AI integration. Use Personal AI 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 Personal AISend Message
  4. AndSend Custom Training
Illustrative flow built from Personal AI’s real triggers and actions.

Zoft + Personal AI

What Zoft can do with Personal AI.

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

Actions 10

Things Zoft can do in Personal AI.

  • Upload URL ContentUpload content from a URL to AI assistant.
  • Upload FileUpload a file to AI assistant.
  • Get DocumentRetrieve a document from AI assistant.
  • Create MemoryUpload memories to your AI assistant stack.
  • Send MessageSend a message to the AI assistant for a response.
  • Update DocumentUpdate an existing document in AI assistant.
  • Upload DocumentUpload a text document to AI assistant.
  • Get Conversation HistoryRetrieve conversation history from AI assistant.
  • Send Custom TrainingSend a custom training instruction to AI assistant.
  • Send ChatGPT InstructionSend an instruction to AI assistant using ChatGPT integration.

Setup

Connect Personal AI in three steps.

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

FAQ

Personal AI on Zoft, answered.

What can Zoft do with Personal AI?

Zoft supports 10 actions for Personal AI. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Personal AI to Zoft?

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

Can a voice agent or chat agent use Personal AI?

Yes. Once Personal AI 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 Personal AI 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 Personal AI to work in your operation.