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Integrations Overview

Connect your AI assistant to the business tools you already use. Integrations make your assistant smarter and more powerful by giving it access to your existing systems.

What Are Integrations?​

Integrations connect Voka AI to your other business software like:

  • 📅 Booking systems (Square Appointments, Acuity Scheduling, ModernMed)
  • 🔧 Field service platforms (Jobber, Housecall Pro)
  • 📆 Calendar apps (Google Calendar)
  • 🔗 Automation platforms (n8n.io)

When integrated, your assistant can:

  • ✅ Check real-time availability
  • ✅ Book and manage appointments
  • ✅ Create customer records
  • ✅ Update job status
  • ✅ Sync calendar events
  • ✅ Access customer history
Why Integrations Matter

Without integrations, your assistant can only take messages. With integrations, it can actually DO things - book appointments, create jobs, update records - all automatically!

Available Integrations​

Booking & Scheduling​

Square Appointments​

Best for: Retail, salons, spas, professional services

Features:

  • Real-time availability checking
  • Appointment booking and modifications
  • Customer management
  • Service and staff scheduling
  • Business hours lookup

Perfect if you use: Square POS or Square Appointments

Learn more →

Acuity Scheduling​

Best for: Healthcare, consulting, coaching, wellness

Features:

  • Professional appointment scheduling
  • Multiple service types
  • Automated confirmations
  • Calendar integration
  • Client intake forms

Perfect if you use: Acuity for appointment management

Learn more →

Field Services​

Jobber​

Best for: Home services, contractors, field service businesses

Features:

  • Job creation and scheduling
  • Client database management
  • Technician dispatch
  • Service type tracking
  • Job status updates

Perfect if you use: Jobber for field service management

Learn more →

Housecall Pro​

Best for: HVAC, plumbing, electrical, home services

Features:

  • Home service appointment scheduling
  • Technician coordination
  • Job management
  • Customer database
  • Invoice tracking

Perfect if you use: Housecall Pro for home service management

Learn more →

Calendar Apps​

Google Calendar​

Best for: Anyone using Google Workspace

Features:

  • Real-time calendar sync
  • Event creation and updates
  • Availability checking
  • Meeting scheduling
  • Multi-calendar support

Perfect if you use: Google Calendar for business scheduling

Learn more →

Healthcare & Medical​

ModernMed​

Best for: Medical practices, healthcare providers

Features:

  • Patient appointment scheduling
  • Provider availability management
  • Medical office integration
  • Patient records access
  • Appointment confirmations

Perfect if you use: ModernMed for medical practice management

Learn more →

Automation & Workflow​

n8n.io​

Best for: Custom workflows, advanced automation

Features:

  • Custom workflow creation
  • Connect to hundreds of services
  • Advanced automation logic
  • API integrations
  • Webhook support

Perfect if you use: n8n.io for workflow automation

Learn more →

Coming Soon​

ServiceTitan​

Best for: Large trade service companies (HVAC, plumbing, electrical)

Status: 🚧 In Development

Planned features:

  • Enterprise dispatch coordination
  • Advanced job routing
  • Customer service history
  • Technician optimization
  • Complex scheduling

Interested? Contact us to be notified when ServiceTitan integration launches!

Want another integration? Let us know what platform you'd like to see next!

How Integrations Work​

Behind the Scenes​

When a customer calls and requests an appointment:

  1. Customer speaks: "I'd like to book an appointment for tomorrow at 2pm"
  2. Assistant checks: Queries your booking system for availability
  3. Real-time data: Gets actual available times from your system
  4. Books appointment: Creates the appointment in your system
  5. Confirms: Tells customer it's booked and sends confirmation

All of this happens automatically during the call!

Technical Note

Integrations use MCP (Model Context Protocol) servers to securely connect to your business systems. You don't need to understand the technical details - just connect and it works!

Getting Started with Integrations​

Video Tutorial Available

Video ID: VIDEO-INTEG-001 Title: Connecting Your First Integration Duration: 5-6 minutes Description: Complete walkthrough of connecting Square Appointments to your AI assistant Status: 🔴 Not recorded yet

Step 1: Choose Your Integration​

  1. Review the available integrations above
  2. Select the one(s) you currently use
  3. Make sure you have an active account with that service

Step 2: Connect Your Account​

  1. Go to Integrations in your Voka AI dashboard
  2. Find your desired integration
  3. Click "Connect"
  4. You'll be redirected to authorize access
  5. Log in to your account (Square, Acuity, etc.)
  6. Approve the connection
  7. You'll be redirected back to Voka AI
Screenshot Needed

Screenshot ID: INTEG-001 Filename: INTEG-001_integrations-page.png Description: Integrations page showing available integrations with Connect buttons Status: 🔴 Not started

One-Time Setup

You only need to connect each integration once. After that, all your assistants can use it!

Step 3: Enable for Your Assistant​

  1. Go to your AI Assistant editor
  2. Click the Agent Tab
  3. Scroll to Integrations section
  4. Toggle ON the integration(s) you want to use
  5. Save your assistant
Screenshot Needed

Screenshot ID: INTEG-002 Filename: INTEG-002_enable-integration-toggle.png Description: Agent tab showing integration toggle switches with Square enabled Status: 🔴 Not started

Step 4: Test It​

  1. Call your assistant
  2. Try booking an appointment or creating a job
  3. Check your integrated system (Square, Jobber, etc.)
  4. Verify the data appears correctly

See Testing Guide for detailed testing instructions.

Premium Templates​

Some AI assistant templates come with integrations pre-configured:

  • Square Appointments Manager - Pre-integrated with Square
  • Acuity Scheduling Assistant - Pre-integrated with Acuity
  • Jobber Dispatch Coordinator - Pre-integrated with Jobber
  • Housecall Pro Scheduler - Pre-integrated with Housecall Pro
  • ModernMed Patient Coordinator - Pre-integrated with ModernMed
  • Google Calendar Assistant - Pre-integrated with Google Calendar

When you use a Premium template:

  • ✅ Integration is automatically set up
  • ✅ Assistant instructions are optimized for that platform
  • ✅ MCP server is pre-configured
  • ✅ You just need to connect your account

See Creating an Assistant for more on templates.

Integration vs No Integration​

Without Integration​

What your assistant can do:

  • Take messages
  • Answer questions
  • Provide information
  • Transfer calls

Customer experience:

"I'd like to book an appointment"

Assistant: "I'll take your information and someone will call you back"

With Integration​

What your assistant can do:

  • Everything above, PLUS:
  • Check real availability
  • Book appointments automatically
  • Create customer records
  • Update job status
  • Sync calendars

Customer experience:

"I'd like to book an appointment"

Assistant: "I can help with that! I have availability tomorrow at 2pm, 3pm, or 4pm. Which works best for you?"

Customer: "2pm works"

Assistant: "Perfect! I've booked you for tomorrow at 2pm. You'll receive a confirmation text shortly."

The difference is huge!

Common Questions​

"Do I need integrations?"​

It depends on your use case:

You NEED integrations if:

  • You want assistants to book appointments
  • You use scheduling software (Square, Acuity, etc.)
  • You want real-time availability
  • Customers expect instant booking

You DON'T need integrations if:

  • You only need message-taking
  • You manually schedule everything
  • You prefer callbacks for bookings
  • You're using FAQ/support assistant

"How many integrations can I use?"​

  • You can connect as many integrations as you need
  • Each assistant can use multiple integrations
  • Mix and match (e.g., Square + Google Calendar + HubSpot)

"Are integrations secure?"​

Yes! Security features:

  • ✅ OAuth 2.0 authentication (industry standard)
  • ✅ Encrypted connections
  • ✅ No passwords stored
  • ✅ You can disconnect anytime
  • ✅ Granular permissions (read-only vs read-write)

"What if my integration disconnects?"​

If an integration disconnects:

  1. Your assistant will still answer calls
  2. It just can't access that integrated system
  3. You'll see a warning in your dashboard
  4. Simply reconnect to restore functionality

"Can I use custom integrations?"​

Yes! Advanced users can:

  • Create custom MCP servers
  • Connect proprietary systems
  • Build webhook integrations

See Custom MCP Servers for advanced options.

Costs​

Integration Pricing​

Good news: Most integrations are included in your Voka AI plan!

What you pay:

  • Voka AI subscription - Includes integration features
  • Your existing software - Square, Jobber, etc. (you already pay for these)
  • No extra integration fees - We don't charge extra to connect

Note: Some premium integrations or high-volume usage may have additional costs. See Pricing for details.

Troubleshooting Integrations​

"Connection failed"​

Try these steps:

  1. Make sure you have an active account with the service
  2. Check you're logging in with the right credentials
  3. Verify your account has API access enabled
  4. Try disconnecting and reconnecting
  5. Contact support if issues persist

"Assistant can't access integration data"​

Check:

  1. Integration is connected (green checkmark in Integrations page)
  2. Integration is enabled for this specific assistant
  3. Your integration account hasn't expired
  4. The service itself is online and working

"Appointments aren't syncing"​

Solutions:

  1. Check integration status
  2. Verify permissions granted during connection
  3. Test with a simple booking
  4. Review call transcripts for errors
  5. Check your integration platform's logs

See Troubleshooting Guide for more help.

Next Steps​

Ready to integrate?

  1. Pick an integration - Choose from the list above
  2. Connect your account - Follow connection steps
  3. Enable for assistant - Turn it on in Agent Tab
  4. Test thoroughly - Verify everything works
  5. Go live - Start taking automated bookings!

Need Help?​