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Integrate Moveo in your stack

Moveo serves as the central orchestration layer, connecting your AI Agents with external platforms, CRMs, and services. It manages agent logic, conversation state, and integrations, enabling seamless communication between your front-end interfaces, back-end services, and AI models.

Integration points​

1. Webhooks & custom API calls​

Outgoing webhooks: Use webhook actions within your AI Agent dialog flows to send requests to your custom endpoints. These calls enable dynamic personalization, data lookups, or integrations with internal systems.

Real-time inputs via WebSocket: Moveo supports real-time communication using the WebSocket API. This allows you to build custom integrations with external systems.

See WebSocket API overview

for more details.

2. Event notifications & automation​

Zapier integration: Moveo can trigger external workflows in Zapier through its Event Notifications plugin. By connecting Moveo with Zapier, you can automate tasks across multiple applications, such as sending Slack messages or updating CRM records.

Custom event notifications: Use Moveo's Event Notifications feature to send real-time conversation data to your backend systems via webhook when specific events occur, like a conversation ending or a user going inactive.

See Create event notification

for setup steps.

3. Connecting to external CRMs​

CRM integrations: Moveo's flexible webhook and API tools let you integrate with any CRM, such as Salesforce or HubSpot. You can fetch or update contact records, add notes, or enrich user sessions in real-time.

To authenticate these API calls, use static headers or OAuth2 tokens configured in the API step.

Knowledge & data sync​

Custom metadata: Tag users dynamically with attributes like lead_score, plan_tier, or subscription_status. These can be stored and used throughout sessions to personalize responses or trigger logic.

Global data: Share data across AI Agents, channels, and sessions using global variables or channel metadata. This ensures consistent behavior and enables data reuse.

Deployment & use cases​

  • CRM enrichment: Automatically fetch customer details from your CRM during a session.
  • Event-driven workflows: Trigger actions in external systems—such as posting to Slack or updating a spreadsheet—based on user messages or detected intents.
  • Lead routing: Use custom metadata or webhook responses to decide which AI Agent or flow should be assigned to a conversation.

This structure ensures that Moveo can be embedded into your automation ecosystem in a modular and scalable way.

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