Documentation
Guides for developers, integrators and customers of the Sales Workshop platform: telephony setup, an API for starting calls, and lead delivery into your systems.
Connecting amoCRM: how to get the integration keys
Creating an external integration in amoCRM Market, the redirect URI, the integration ID and the secret key.
Read →Connecting HubSpot: how to get an access token
Creating a Private App in HubSpot, the required scopes, and the access token to connect to Sales Workshop.
Read →Google Calendar: booking clients with managers across several clubs
One company Google account, manager calendars grouped by club, one calendar for both the chat bot and the voice bot. How the bot finds free time and books the client.
Read →Transferring a call to a manager via Sipuni
Setting up transfers from the AI agent to live managers through the Sipuni PBX while keeping the client's caller ID.
Read →Connecting MAX: business account and bot
Verifying your organization in MAX for Business, creating a bot via MasterBot and connecting its token in Sales Workshop.
Read →Trigger Call API
Start an outbound AI call from your CRM or any external system with a single HTTP request.
Read →Webhooks: leads delivered to your system
Outbound webhooks carrying qualified lead data: payload format, authentication, retries.
Read →Standard lead fields and their values
Which lead and contact fields go to your CRM through the field mapping and which codes they take: channel, call outcome and result, contact role.
Read →Event webhook: an event stream for your analytics
An HTTP POST for every conversation and call event — the client wrote, the agent replied, a call started and ended, a lead was handed to a manager. Event catalogue, call outcome, retries.
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