> ## Documentation Index
> Fetch the complete documentation index at: https://docs.renchi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations Setup

> Renchi AI integrates with various services to power your voice agents and sync data with your existing tools. This guide covers how to set up each integration.

## Integration Overview

| Integration         | Purpose                | Required |
| ------------------- | ---------------------- | -------- |
| **ElevenLabs**      | Voice AI engine        | Yes      |
| **Twilio**          | Phone numbers & SMS    | Optional |
| **Google Calendar** | Appointment scheduling | Optional |
| **HubSpot**         | CRM sync               | Optional |
| **Salesforce**      | CRM sync               | Optional |
| **Microsoft Teams** | Agent presence         | Optional |

Navigate to **Settings → Integrations** to manage all connections.

## ElevenLabs (Required)

ElevenLabs powers your AI voice agents with natural-sounding speech and conversational AI.

### Getting Your API Key

<Steps>
  <Step title="Sign Up">
    Create an account at [elevenlabs.io](https://elevenlabs.io) if you don't have one
  </Step>

  <Step title="Navigate to API Keys">
    Go to your ElevenLabs dashboard → Profile → API Keys
  </Step>

  <Step title="Generate Key">
    Click "Create new API key" and copy the generated key
  </Step>

  <Step title="Store Securely">
    Save the key somewhere safe - it's only shown once
  </Step>
</Steps>

### Connecting to Renchi AI

1. Go to **Settings → Integrations → ElevenLabs**
2. Click **Connect**
3. Paste your API key
4. Click **Verify & Save**

<Check>
  A green "Connected" badge appears when successful.
</Check>

### Syncing Agents

If you have existing agents in ElevenLabs:

1. After connecting, click **Sync Agents**
2. Renchi AI imports all agents from your ElevenLabs account
3. Configure each imported agent with your business settings

### ElevenLabs Features Used

| Feature               | Description                          |
| --------------------- | ------------------------------------ |
| **Conversational AI** | Powers real-time voice conversations |
| **Voice Library**     | Multiple natural voices (UK/US)      |
| **Knowledge Base**    | Upload documents for context         |
| **Phone Numbers**     | Provision numbers directly           |

### Subscription Requirements

<Info>
  A paid ElevenLabs subscription is required. Renchi AI uses:

  * Conversational AI credits (per minute)
  * Phone number provisioning (monthly fee)
  * Knowledge base storage
</Info>

## Twilio (Optional)

Twilio provides phone numbers and SMS capabilities. Use it if you want to manage phone numbers separately from ElevenLabs.

### Getting Twilio Credentials

<Steps>
  <Step title="Create Account">
    Sign up at [twilio.com](https://www.twilio.com)
  </Step>

  <Step title="Find Credentials">
    In the Twilio Console, locate your:

    * **Account SID** (starts with `AC`)
    * **Auth Token**
  </Step>

  <Step title="Get a Phone Number">
    Purchase a phone number in your target region (e.g., UK +44)
  </Step>
</Steps>

### Connecting Twilio

1. Go to **Settings → Integrations → Twilio**
2. Enter your Account SID
3. Enter your Auth Token
4. Click **Connect**

### Configuring Webhooks

After connecting, configure Twilio to send call events to Renchi AI:

**Voice Webhook URL:**

```
https://your-domain.com/api/webhooks/twilio/voice
```

**Status Callback URL:**

```
https://your-domain.com/api/webhooks/twilio/status
```

**Recording Callback URL:**

```
https://your-domain.com/api/webhooks/twilio/recording
```

<Warning>
  Webhook URLs must be publicly accessible. Local development requires a tunnel like ngrok.
</Warning>

### When to Use Twilio vs ElevenLabs Numbers

| Scenario                | Recommendation                   |
| ----------------------- | -------------------------------- |
| Starting fresh          | Use ElevenLabs numbers (simpler) |
| Existing Twilio numbers | Connect Twilio to keep them      |
| Multiple countries      | Use both as needed               |
| Advanced call routing   | Twilio for complex flows         |

## Google Calendar

Sync appointments with Google Calendar for scheduling visibility.

### Setting Up Google Integration

<Steps>
  <Step title="Navigate to Integration">
    Go to **Settings → Integrations → Google Calendar**
  </Step>

  <Step title="Authorize">
    Click **Connect with Google** and sign in with your Google account
  </Step>

  <Step title="Grant Permissions">
    Allow the app to view and edit your calendar
  </Step>

  <Step title="Select Calendar">
    Choose which calendar to sync appointments to
  </Step>
</Steps>

### What Gets Synced

| Direction              | Data                                |
| ---------------------- | ----------------------------------- |
| **Renchi AI → Google** | New bookings create calendar events |
| **Google → Renchi AI** | Availability blocks respected       |

### Calendar Event Format

Bookings appear in Google Calendar as:

```
📅 Service Call - John Smith
─────────────────────────────
When: Mon, Jan 15, 9:00 AM - 11:00 AM
Where: 123 High Street, London SW1A 1AA

Service: Boiler Repair
Phone: +44 7700 900000
Notes: "Enter through side gate"

Created by Renchi AI
```

## HubSpot

Sync customers and calls with HubSpot CRM.

### Connecting HubSpot

<Steps>
  <Step title="Navigate to Integration">
    Go to **Settings → Integrations → HubSpot**
  </Step>

  <Step title="Click Connect">
    Click **Connect with HubSpot**
  </Step>

  <Step title="Authorize">
    Log into HubSpot and authorize the integration
  </Step>

  <Step title="Configure Sync">
    Choose which data to sync
  </Step>
</Steps>

### Sync Options

<Tabs>
  <Tab title="Contacts">
    * New customers create HubSpot contacts
    * Contact updates sync both ways
    * Phone numbers match existing contacts
  </Tab>

  <Tab title="Calls">
    * Call recordings logged as activities
    * Call notes added to contact timeline
    * Call outcomes mapped to HubSpot fields
  </Tab>

  <Tab title="Deals">
    * Bookings can create deals
    * Deal stages mapped to job status
    * Revenue tracking integrated
  </Tab>
</Tabs>

### Field Mapping

| Renchi AI Field | HubSpot Field      |
| --------------- | ------------------ |
| Customer Name   | Contact Name       |
| Phone           | Phone Number       |
| Email           | Email              |
| Address         | Address            |
| Last Call       | Last Activity Date |
| Total Bookings  | Custom Property    |

## Salesforce

Enterprise CRM integration for Salesforce users.

### Connecting Salesforce

<Steps>
  <Step title="Navigate to Integration">
    Go to **Settings → Integrations → Salesforce**
  </Step>

  <Step title="Click Connect">
    Click **Connect with Salesforce**
  </Step>

  <Step title="Log In">
    Enter your Salesforce credentials
  </Step>

  <Step title="Authorize">
    Grant access to the connected app
  </Step>
</Steps>

### Data Sync

| Object             | Sync Direction         |
| ------------------ | ---------------------- |
| **Contacts**       | Bidirectional          |
| **Accounts**       | Renchi AI → Salesforce |
| **Activities**     | Renchi AI → Salesforce |
| **Custom Objects** | Configurable           |

### Requirements

<Info>
  Salesforce integration requires:

  * Salesforce Professional or higher
  * API access enabled
  * Connected App permissions
</Info>

## Microsoft Teams

Show agent availability and enable warm handoffs through Teams.

### Setting Up Teams Integration

<Steps>
  <Step title="Navigate to Integration">
    Go to **Settings → Integrations → Microsoft Teams**
  </Step>

  <Step title="Sign In">
    Click **Connect with Microsoft** and sign in
  </Step>

  <Step title="Grant Permissions">
    Authorize presence and messaging access
  </Step>

  <Step title="Map Users">
    Link Renchi AI team members to Teams accounts
  </Step>
</Steps>

### Features

| Feature           | Description                          |
| ----------------- | ------------------------------------ |
| **Presence Sync** | Show agent availability in Renchi AI |
| **Notifications** | Alert team of transfers via Teams    |
| **Call Handoff**  | Warm transfer to Teams call          |

## Firecrawl (Knowledge Base)

Firecrawl enables web scraping to build your agent's knowledge base automatically.

### How It Works

1. Enter a URL from your website
2. Firecrawl extracts the content
3. Content is cleaned and formatted
4. Uploaded to ElevenLabs knowledge base
5. Your agent can reference this information

### Using Web Crawl

1. Go to **Agents → \[Agent] → Context Tab**
2. Click **Crawl Website**
3. Enter the URL (e.g., your FAQ page)
4. Set crawl depth:
   * **1** - Just this page
   * **2** - Page + linked pages
   * **3** - Deeper crawl (use carefully)
5. Click **Start Crawl**
6. Review extracted content
7. Click **Sync to Agent**

### Best Pages to Crawl

* FAQ pages
* Service descriptions
* Pricing pages
* About us
* Terms of service
* Contact information

<Warning>
  Only crawl pages you own or have permission to use. Respect robots.txt.
</Warning>

## Managing Integrations

### Checking Status

The Integrations page shows status for each connection:

| Status                    | Meaning                     |
| ------------------------- | --------------------------- |
| 🟢 **Connected**          | Working normally            |
| 🟡 **Reconnect Required** | Token expired, needs reauth |
| 🔴 **Error**              | Connection failed           |
| ⚪ **Not Connected**       | Never set up                |

### Disconnecting

To remove an integration:

1. Go to **Settings → Integrations**
2. Find the integration
3. Click **Disconnect**
4. Confirm the action

<Warning>
  Disconnecting stops all syncing. Existing data in the external system remains.
</Warning>

### Troubleshooting

<AccordionGroup>
  <Accordion title="ElevenLabs shows 'Invalid API Key'">
    * Verify the key is copied correctly (no extra spaces)
    * Check your ElevenLabs subscription is active
    * Generate a new key if needed
  </Accordion>

  <Accordion title="Twilio webhooks not receiving events">
    * Verify webhook URLs are publicly accessible
    * Check the URLs are correctly configured in Twilio Console
    * Ensure your domain SSL certificate is valid
  </Accordion>

  <Accordion title="Google Calendar not syncing">
    * Try disconnecting and reconnecting
    * Check you selected the correct calendar
    * Verify Google account permissions
  </Accordion>

  <Accordion title="CRM contacts duplicating">
    * Check field mapping for phone number matching
    * Enable duplicate detection if available
    * Review sync direction settings
  </Accordion>
</AccordionGroup>

## Data Privacy

### What Data is Shared

| Integration            | Data Shared                              |
| ---------------------- | ---------------------------------------- |
| **ElevenLabs**         | Voice audio, transcripts, knowledge base |
| **Twilio**             | Call metadata, recordings (if enabled)   |
| **Google Calendar**    | Appointment details, customer names      |
| **HubSpot/Salesforce** | Customer profiles, call logs             |
| **Microsoft Teams**    | User presence, notifications             |

### Compliance

<Note>
  Review your data processing agreements with each provider. Ensure integrations comply with GDPR if serving EU customers.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="API Reference" icon="code" href="/api-reference/overview">
    Build custom integrations with our API
  </Card>

  <Card title="Webhooks Guide" icon="webhook" href="/api-reference/post-webhooks-elevenlabs">
    Understand incoming webhook events
  </Card>
</CardGroup>
