Read the live state
Load the customer, account, case, order, or candidate context required for this step.
Connect Osvi to the systems already running your customer work
Bring CRM records, customer events, conversations, operational tools, and reporting into one continuous journey. OSVI reads the right context, takes approved actions, and writes the outcome back.
CRM
Read the customer and account state before acting, then write the result back.
- Salesforce
Read accounts, cases, opportunities, and customer history.
- HubSpot
Sync contacts, conversations, and lifecycle updates.
- Zoho
Bring CRM records and completed actions into each journey.
Support
Continue support work with the ticket, conversation, and customer context intact.
- Freshdesk
Read tickets and add resolutions, notes, and follow-ups.
- Zendesk
Carry case history through automation and human handoffs.
- Intercom
Coordinate conversations, help-center context, and support actions.
Customer data platforms
Use live events, segments, preferences, and campaign history to choose the next action.
- WebEngage
Use segments, events, and campaign context in real time.
- MoEngage
Coordinate customer insights and cross-channel engagement.
- CleverTap
Act on behavioral data, audiences, and journey signals.
- Netcore
Bring engagement data and customer preferences into context.
Dialers
Use your existing telephony infrastructure for calls, transfers, routing, and outcomes.
- Ozonetel
Connect enterprise calling, routing, and contact-center workflows.
- Exotel
Run calls, transfers, and messaging through existing numbers.
- Knowlarity
Coordinate cloud telephony and call outcomes in one journey.
Communication
Keep messaging channels inside the same memory, policy, and completion thread.
- Gupshup
Connect conversational messaging and approved business workflows.
- WhatsApp
Continue customer conversations with shared journey context.
Data & reporting
Send journey activity, interaction evidence, and outcomes to the systems your teams measure.
- BigQuery
Store and analyze journey events and operational outcomes.
- Redshift
Write structured interaction and completion data for reporting.
- AWS S3
Archive recordings, evidence, exports, and journey artifacts.
- Your warehouse
Send normalized activity to your existing data destination.
Workflows & APIs
Connect internal tools and custom workflows without forcing them into a prebuilt model.
- Webhooks
Send and receive journey events as work changes.
- JSON APIs
Read live state and call approved actions through APIs.
- Custom actions
Wrap internal operations as bounded agent tools.
- Third-party connectors
Connect specialist systems without breaking the journey.
Context in. Approved action out. Evidence returned.
Integrations are part of the operating procedure—not a separate automation that loses the customer thread.
Take a bounded action
Call the approved API, update the correct record, or invoke a human-owned workflow.
Write back what changed
Persist the result, evidence, and next action so every later interaction starts informed.