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AI agent integrations for your helpdesk, CRM and APIs

Your systems.
Working as one.

Connect Emily to the tools you already use. She can read customer records and take the actions you allow.

Try Emily →

Checks your rules before acting.

CONNECTED TO YOUR BUSINESS

Keep the tools your team knows.

Connect your helpdesk, CRM, knowledge and team workflows alongside your business APIs. Choose a connection to see what it enables.

YOUR AI AGENT

Emily

Your systems.
One connected agent.

Context. Guidance. Action.

ONE CONNECTED WORKFLOW

Bring the right context to every next step.

Emily reads the records your team relies on and takes the actions you allow.

BUILT AROUND YOUR BUSINESSYour content. Your permissions.Connected through the APIs your systems expose.

Actions depend on your configuration.

ORCHESTRATION / SYSTEMS + MODELS

Coordinate your systems.
Route each AI task.

Emily coordinates work across your connected systems. Level3AI’s LLM router sends each AI task to a model configured for the job.

THE CUSTOMER ASKS

“Can I change the delivery address on my order?”

Coordinate the systems.

Emily brings the records, rules and actions into one workflow.

Read the order and dispatch status.

Your orders API

Check when an address can change.

Your policy knowledge

Update the order and record the result.

Your helpdesk

Your workflow controls the actions.

Route the AI task.

The LLM router selects a model for the AI work inside that workflow.

INCOMING AI TASK

Understand the request and write a clear reply.

Level3AILLM ROUTER

Routing

GPT

Language

Selected

Claude

Reasoning

Gemini

Vision

THE WORK MOVES FORWARD

An updated order. A clear confirmation.

CUSTOM APIS

Your own system belongs here, too.

Orders, bookings or the tools built for your business. Emily can work with the APIs your systems already expose.

We map the relevant fields and permitted operations around your workflow, including authentication, errors and handoff paths.

YOUR BUSINESS APIField mapping

GET/orders/{id}

statusOrder status

dispatch_atDispatch time

delivery.addressDelivery address

BUILT AROUND YOUR WORKFLOW

A useful connection starts with the work.

Choose the customer job.

Start with the request Emily needs to handle, then identify the systems it touches.

Map the data and actions.

Define the records to read, the inputs to collect and the operations Emily can perform.

Test the difficult paths.

Check permissions, missing data, failed requests and when to bring in your team.

Launch. Keep it current.

Maintain endpoint mappings in the Portal and test changes as your systems evolve.

Already part of your stack?

Helpdesk, CRM, knowledge and team tools. Keep the systems that work for you.

Explore 18 connections

Jump to

Helpdesk and CRM ↓

Knowledge ↓

Team workflows ↓

Helpdesk and CRM

Zendesk

Ticket history and case updates.

Helpdesk and CRM

Bring the conversation, internal notes and relevant case fields into Emily. Configure the updates and routing actions your helpdesk permissions allow.

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Freshdesk

Customer conversations, carried forward.

Helpdesk and CRM

Give Emily the relevant ticket history and customer context. Map the case fields, updates and handoff paths around your support workflow.

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Intercom

Conversation and customer context.

Helpdesk and CRM

Connect the conversation and customer information available in your workspace. Scope how Emily receives messages, records outcomes and hands work to your team.

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Salesforce

Account context and service records.

Helpdesk and CRM

Connect relevant customer records and service cases. Define which fields Emily can read and which updates or actions the workflow can use.

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HubSpot

Contacts, lead context and CRM updates.

Helpdesk and CRM

Bring relevant contact and lead information into the conversation. Configure the CRM updates needed to keep your sales or support process moving.

Try Emily with your setup

ServiceNow

Service requests and enterprise workflows.

Helpdesk and CRM

Connect the service records and workflow operations exposed in your environment. Map access, permitted updates and the route for exceptions.

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Oracle

Business records through your APIs.

Helpdesk and CRM

Use relevant customer and operational data through the APIs available in your Oracle setup. Scope the records and operations around the job Emily needs to do.

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Knowledge

Confluence

Policies and procedures in context.

Knowledge

Connect approved policies, product guidance and procedures. Structure the relevant knowledge around the customer issue and the playbook Emily follows.

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Notion

Approved pages and team knowledge.

Knowledge

Bring approved pages into the knowledge Emily uses. Organise the source material around the issues and processes your team supports.

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Google Workspace

Documents your team already maintains.

Knowledge

Use approved documents and resources from your workspace as knowledge sources. Confirm which content Emily needs and how it should be kept current.

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Microsoft

Knowledge in your Microsoft environment.

Knowledge

Connect the knowledge resources available in your Microsoft setup. Scope the services, content and access around your team’s environment.

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Document360

Structured knowledge-base content.

Knowledge

Connect the approved articles in your knowledge base. Map the right content to the issues and guidance Emily needs for a useful reply.

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Guru

Company knowledge, ready for the case.

Knowledge

Bring approved company knowledge into Emily’s search space. Keep the content relevant to your customer issues, policies and procedures.

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GitBook

Product and technical guidance.

Knowledge

Use published product documentation and technical guides as knowledge sources. Connect the material that applies to each supported issue.

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GitHub

Technical documentation and resources.

Knowledge

Connect approved technical documentation and resources from your repositories. Scope the material Emily should use for customer-facing guidance.

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Web crawler

Knowledge from approved web sources.

Knowledge

Bring approved website content into Emily’s knowledge sources. Define which pages matter and how the content should be maintained.

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Team workflows

Slack

Reach the right teammate with context.

Team workflows

Give your team the case context and the specific question Emily needs help with. Configure the right destination and the handoff process for the workflow.

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Bird

Messaging within your communication setup.

Team workflows

Connect the messaging capabilities available in your Bird setup. Scope the conversation flow, access and routing needed for your use case.

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A FEW PRACTICAL QUESTIONS

Before we connect.

Do we need to replace our helpdesk?

Emily connects to the helpdesk your team already uses. We map the conversation access, case updates and handoff paths your setup allows.

Can Emily connect to our in-house systems?

Yes, through your existing APIs. We work with your team to map the records, fields and permitted operations needed for the workflow, including custom authentication or non-standard connections.

What can Emily change in our systems?

Only the operations configured for the workflow, within the permissions you grant. We define required inputs, expected results and exception paths before enabling an action.

How do we maintain connections as our systems change?

Admins can maintain API endpoint mappings in the Emily Portal. New or non-standard connections are scoped with our team, and changes should be tested against the workflows that depend on them.

YOUR SYSTEMS. YOUR WORKFLOW.