Octadesk integration with AI agents
Octadesk is a Brazilian omnichannel customer service platform that puts WhatsApp, chat, e-mail and social networks in one panel. Support and sales teams use it. The agent uses the Octadesk API with the account token to read and answer conversations, update tickets and transfer them to human agents.
What AI agents do with Octadesk
Answers with order data
When a customer asks about an order on WhatsApp, the agent checks the ERP and replies inside the Octadesk conversation with the real status and delivery date.
Handoff with a summary
Cases that need a person reach the agent with a summary of the problem and what was already tried. The customer does not repeat the story.
Qualified pre-sales
In the sales channel, the agent asks the qualification questions and creates the lead in the CRM. Good-fit leads go to a rep with priority.
Weekly read of support
The agent groups the week's contact reasons and shows which ones grew, so the manager can go after the cause.
Connect Octadesk once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Octadesk, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Octadesk and what it cost, all on record.
Ready-made AI teams that use Octadesk
Often used together with Octadesk
Questions about Octadesk and AI agents
Does iTeam integrate with Octadesk?
Yes. iTeam connects through the Octadesk API, which the iTeam HTTP tool learns from the official documentation.
Does the agent answer everything on its own?
You define which topics it resolves and which go straight to people. Every reply stays in the conversation and in the iTeam audit trail.
Do I need to change my WhatsApp number?
No. The agent works on the number already connected to Octadesk.
