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My Integrations

Integration Details & Configure

Written By Anand Raj

Last updated About 1 month ago

Clicking Read & Configure on any integration card opens its Integration Details page. This is where you review what the integration can do, read the official setup guide, and assign the integration to one or more Businesses.

About

The About section is a plain-language description of the third-party platform — what it does, who it's built for, and what kind of Businesses typically use it. Use it to confirm the integration is the right fit before you assign it to a Business.

Available Tools

Every integration exposes a set of Tools — the actual capabilities the Kickcall voice agent can call during a live conversation. For example, the Clinic Sites integration exposes:

  • get_appointment_types, get_available_slots, get_providers, get_appointments

  • search_patients, create_patient

  • create_appointment, cancel_appointment

  • get_prescriptions, request_refill

The tools listed here define the maximum capability surface of the integration. The Business's voice agent workflows are designed using these tools. If you are expecting a workflow but the required tool is not available, you'll need to reach out to the support team.

Default Templates (Integration-specific Agents)

Each integration ships with one or more Default Agent Templates — pre-built voice agents already wired to that integration's tools and tuned for its use case (e.g. Healthcare Receptionist, Inbound, Multilingual). Click Play on a template card to hear a sample call, or Read More to see the prompt, language, and tags.

Use these templates as a starting point when onboarding a Business onto the integration — it saves you from configuring an agent from scratch.

View Documentation

The View Documentation button (top-right) opens the official integration guide in a side panel.

The documentation typically covers:

  • Overview — what the integration enables on a call.

  • Terminology — how Kickcall concepts (Team, Business, Agency, Provider) map to the third-party platform.

  • Required Credentials — exactly which keys/IDs you need to collect from the Business (API Username, API Password, API Base URL, Business ID, Branch ID, etc.).

  • White-label support — whether the integration can be onboarded fully under your Agency brand.

  • Step-by-step configuration guide — how to request credentials from the third-party vendor and how to wire them up inside Kickcall so the voice agent can authenticate.

Always read this before assigning the integration to a Business — most setup blockers are answered here.

Configure: assign to Businesses

The Configure button (top-right, blue) opens the Select Businesses panel. From here you can pick one or more Businesses from your Agency to enable this integration on.

  • Use the Search Business field to find a specific one.

  • Tick the checkbox next to every Business that should get this integration.

  • Click Submit to create the connections. Each selected Business will be billed at your Resell Price per connection / per location / per month.

You can come back to this page any time to add or remove Businesses from the integration.

Frequently Asked Questions

Once assigned, the integration becomes available inside that Business's portal. The Business can then add their credentials, and after that the integration shows up in the Agent Builder — where you (or the Business) can wire its tools into the agent's workflow as needed.

Yes, you can. Re-open Configure, untick the Business, and submit. The connection is closed and stops accruing charges from the next billing cycle.

Yes — this is the best way to start. Every Agent Template is preconfigured with a Sandbox API and covers the maximum possible flows for that integration. Once it's running, you can customize it as per your needs.

Every integration has its own process to obtain API credentials. Read the integration documentation (via the View Documentation button) — it lays out exactly which credentials are required and how to request them from the vendor.

No. After assignment, the Business has to activate the integration while adding their credentials, and then connect it to the agent inside the Agent Builder for it to actually be used on calls.

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