Integrations

Connect the systems around every conversation

Bring selected knowledge into your AI Agent, move conversations to your support team when needed, and send captured information to the tools your business already uses.

01 / Knowledge

Use the knowledge your team already maintains

Connect Google Drive or Notion from Files. Sign in, choose the content, and make it available to your AI Agent.

Try selecting contentInteractive example · no account connection

Actual AskHandle Add Files menu with Google Drive and Notion under Cloud Storage — Start in AskHandle → Files → Add Files

Choose your contentSelection example

DocumentsSelect content

Service information.pdfPDFCustomer policies.docxDOCXConsultation guide.pdfPDF

Your selection becomes the agent’s knowledgeOnly the files or pages you choose are added.

Google DriveSelect files directly, without downloading and uploading them again.

NotionBring selected pages, policies, and service information into the agent’s knowledge.

02 / Human support

Choose where the conversation should continue

Human Handoff moves the conversation from the AI Agent to a person. Choose the destination that fits how your team handles support.

Human Handoff → HubSpotInteractive example · no live support request

HubSpotIllustrative preview

TICKET

Home care consultation

ContactJane Doe

Ticket statusOpen

Emailjane@example.com

ACTIVITY

Ticket created by AskHandleHuman Handoff triggered

aASKHANDLE AI AGENT

A person takes over

Your team works from HubSpot. Close the example ticket to see the return to AI.

With the support teamAutomatic return requires the configured HubSpot webhook.

Tickets with a return to AI. Create a ticket in your existing support workflow. When the ticket closes, a configured webhook can let the AI Agent resume automatically.

Collect the details your team needs before handoff

Actual Human Handoff settings showing the pre-handoff question option and Inbox, HubSpot, Intercom, and Webhook destinations

Human Handoff can ask a final question for a name, email, phone number, or another follow-up detail. Place Question nodes earlier for more structured prescreening. The customer’s transfer message can also be customized.

03 / Business data

Salesforce

Keep captured leads connected to Salesforce

Create a lead from the conversation, or update an existing record when the email address or phone number matches.

Actual AskHandle Salesforce integration with Connect Salesforce and Lead Source settings — Connect Salesforce in AskHandle. Lead details continue into your CRM.

Lead captured → SalesforceInteractive example

SalesforceIllustrative preview

Lead

Jane Doe

Updated

DetailsActivity

Email: jane@example.com
Phone: +1 212 555 0184
Service requested: Home care consultation
Preferred contact time: Afternoon
Lead source: Website chat
Captured by: AskHandle AI Agent

Try a matching record

Update the existing lead. Keep the new information with the same record.

Slack / Team notifications

Important events, visible in Slack

Choose the events your team needs to see and the channel that receives them. Connect a workspace directly or use an existing Slack webhook.

Choose an event to previewExample notifications

Actual AskHandle Slack integration settings with Lead captured and Form completed selected — Choose the events in AskHandle.

sales-team

AskHandleAPPJust now

New lead captured

Jane Doejane@example.com+1 212 555 0184

Service requestedHome care consultation

Preferred contact time: Afternoon

Give your team visibility without requiring a CRM record.

Zapier / Automations

Extend the workflow through Zapier

Trigger a Zap from a captured lead, or send a message into your AI Agent and use its reply in another step.

1. ASKHANDLELead captured

2. YOUR NEXT ACTIONContinue in another application

Captured lead information becomes the starting point for your Zap.

Connect using the agent’s API key. This is a broader automated workflow, not a way to write into an active customer conversation.

HTTP · Webhooks · API

Send events directly to your own endpoint

POST selected events as JSON to your own endpoint. Connect internal software, or use the AskHandle API for a custom implementation.

● ● ●Example event delivery

POSTYour endpoint

EVENTLead captured

Contact information: Jane Doe
jane@example.com
Form answers: Home care consultation
Preferred contact time: Afternoon

Conversation ended · Lead captured · Form completed · Appointment booked, updated, or cancelled

View API documentation

A few more details

FAQ

Does connecting Google Drive or Notion give the AI Agent access to everything in the account?

No. The customer signs in and selects the content they want to add to AskHandle.

Can information be collected before a conversation is handed to a person?

Yes. Human Handoff can ask a question immediately before the transfer. Question nodes can also be placed earlier in the workflow when more structured prescreening is needed.

Does Human Handoff require HubSpot or Intercom?

No. Conversations can be handled through AskHandle Inbox, HubSpot, Intercom, or a custom webhook workflow.

What happens when AskHandle sends a lead to Salesforce?

AskHandle can create a new lead or update an existing record when the email address or phone number matches.

Which events can be sent to Slack or a custom HTTP endpoint?

Depending on the connection, events can include conversation completion, lead capture, form submission, appointment booking, appointment updates, and appointment cancellations.

Is Zapier only used for sending data out of AskHandle?

No. Zapier can trigger workflows from AskHandle data, and it can also send a message into an AskHandle AI Agent and receive a response.

Can we build an integration that is not listed here?

Yes. HTTP actions, webhooks, and the AskHandle API provide options for custom integrations and internal systems.

Connect AskHandle to your workflow

Start with the systems your team already uses.

Create an AI Agent View API documentation