SendGrid integration
Email delivery service for sending transactional and marketing emails. Use SendGrid from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 3 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in SendGrid
Send Email - AndSend Dynamic Template
Zoft + SendGrid
What Zoft can do with SendGrid.
- 01Voice agentsA phone agent can use SendGrid actions such as Send Email and Send Dynamic Template 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 SendGrid while it talks to the customer.
- 03WorkflowsUse SendGrid as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use SendGrid actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in SendGrid.
- Send EmailSend a text or HTML email
- Custom API CallMake a custom API call to a specific endpoint
- Send Dynamic TemplateSend an email using a dynamic template
Setup
Connect SendGrid in three steps.
- 01ConnectChoose SendGrid in Connections and paste an API key from your SendGrid account.
- 02Put it to workAdd SendGrid 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
SendGrid on Zoft, answered.
What can Zoft do with SendGrid?
Zoft supports 3 actions for SendGrid. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect SendGrid to Zoft?
Choose SendGrid in Connections and paste an API key from your SendGrid account.
Can a voice agent or chat agent use SendGrid?
Yes. Once SendGrid 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 SendGrid 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.