Connect the agent to your software

The agent checks your software during the call: record, order, status.

Role : ManagerDuration : 6 minOn : Web, Mac

On this page

Before you start

Your AI agent, already created: see Create and test your AI receptionist.
Software that has an API: an https address and a key. Your provider or your developer gives them to you.

7 steps, about 6 min

1
Open the tab
10 s
Open your agent, Connected software tab. Click Connect software, then Other software.
Administration/AI voice agents/your agent/Connected software
Open this screen in Callizy
2
Paste the address
1 min
Address: your API’s address. Put in braces what the agent must ask, for example https://api.mysoftware.com/orders/{numero}. {telephone} adds the caller’s number: if it is not in the address, that number is not sent.
3
Paste the key
20 s
Key: the key given by your software. It will not be shown again.
4
Say when to use it
30 s
When to use it: for example “When the caller asks about the status of their file or order.”. This field is required.
5
Try it
1 min
Under Try, enter A customer's phone number and a value for each pair of braces. Click Try, at the bottom: you see What the agent will receive. The try really queries your software.
6
Save
20 s
Click Save: “Connection saved”. The line shows Used for this agent. Then click Update, at the top of the agent’s page.
7
Test
1 min
On the agent’s card, Test, then Call me. Ask your question: the agent looks up your software and answers.

The agent looks up your software only in the situation described in When to use it.
It receives your software’s answer as is: it should only contain what the agent can tell the caller.
Your software has 5 seconds to answer. Otherwise, the agent apologizes, takes the caller’s details and says the team will call back.
Remove deletes the connection for all your agents. For a single agent, turn off the switch: Not used.

You can change them at any time, without reconnecting anything.

Advanced settings: At the bottom of the form, Advanced settings: the action’s name, the Parameters sent, the API down or too slow sentence and, under Technical settings, the Method and the Timeout (s), from 1 to 10.
Request signing (for developers): Callizy signs every request. For your software to check it: Edit, Advanced settings, then Create a secret, and give it to your developer. It will not be shown again. Creating a new one replaces the old one.
Test a saved connection: In the list, Test: enter a customer’s number, as if that customer called your agent.

Callizy shows “Test failed”

The connection will not save

The agent does not look up the software

The software does not receive the caller’s number

Which software can I connect?

Any software with an https API and a key. Yours is not ready? Under the list, Write to us, we will connect it for you.

Can the agent change my data?

To start, it only reads. Only change the Method if your developer asks you to.

Is it included in my plan?

Yes, in every plan.

Updated October 29, 2026