# Connect the agent to your software The agent checks your software during the call: record, order, status. - Role: Manager - Duration: 6 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/logiciels-connectes - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=ai-agents ## Before you start - Your AI agent, already created: see [Create and test your AI receptionist](https://callizy.ca/en/apprendre/creer-sa-receptionniste). - Software that has an API: an https address and a key. Your provider or your developer gives them to you. ## Step by step 7 steps, about 6 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Open the tab (10 s) Open your agent, **Connected software** tab. Click **Connect software**, then **Other software**. Menu: Administration › AI voice agents › your agent › Connected software ### 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. ## Key points - 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**. ## Settings - **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. ## Not working? ### Callizy shows “Test failed” 1. Check the address and the key. 2. Read the **Detail** under the result. ### The connection will not save 1. Fill in **When to use it**: it is required. 2. The address must start with https://. ### The agent does not look up the software 1. The line must show **Used**. 2. Click **Update**, at the top of the agent’s page. 3. Make **When to use it** more precise. ### The software does not receive the caller’s number 1. Add {telephone} to the **Address**, for example ?tel={telephone}. ## Frequently asked questions ### 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.