- INTEGRATIONS
Connect the Systems Your Team Already Uses
Cloud AI Manager is most useful when it can search the tools where your business knowledge already lives. The point is not to create another silo. The point is to connect the ones you already have.
Deep Integration with HMS Cloud Fleet
Cloud AI Manager isn’t just another SaaS tool in your stack. It’s purpose-built to enhance every product in the HMS Cloud ecosystem with intelligent knowledge retrieval.
Cloud Voice Manager
Live call transcription feeds directly into Cloud AI Manager. Reps get real-time assistance during customer conversations with automatic context from your knowledge base.
- Real-time call transcription analysis
- Automated objection handling prompts
- Post-call searchable transcript library
- Call coaching insights from conversation patterns
SALT CRM
Every CRM record becomes searchable context. Customer history, deal notes, past interactions, and account details are automatically indexed and retrievable through natural language queries.
- Full contact and account search
- Deal stage and pipeline insights
- Historical interaction timeline
- Automatic context pull during calls
HMS Cloud Fleet Ecosystem
From payment processing analytics to merchant services data, Cloud AI Manager connects knowledge across your entire HMS platform for unified business intelligence.
- Payment processing insights
- Merchant account information
- Cross-platform analytics
- Unified reporting dashboards
Documentation & Knowledge Platforms
Google Workspace
Google Drive, Docs, Sheets, Slides
Native OAuth Integration
Notion
Workspaces, pages, databases
Native OAuth Integration
Confluence
Atlassian wiki and knowledge base
Native OAuth Integration
SharePoint
Microsoft document libraries
Native OAuth Integration
Dropbox
File storage and sharing
Native OAuth Integration
OneDrive
Microsoft cloud storage
Native OAuth Integration
Box
Enterprise content management
Native OAuth Integration
GitHub
README files, wikis, discussions
Native OAuth Integration
Communication & Collaboration Tools
Cloud AI Manager isn’t just another SaaS tool in your stack. It’s purpose-built to enhance every product in the HMS Cloud ecosystem with intelligent knowledge retrieval.
Slack
Index channel conversations, direct messages, and file attachments. Use Cloud AI Manager directly within Slack via bot commands.
- Channel message indexing
- Thread context preservation
- File and link extraction
- Native bot interface
Microsoft Teams
Search across team chats, meeting notes, and shared files. Bring Cloud AI Manager answers into Teams conversations.
- Team chat search
- Meeting transcript indexing
- Channel file integration
- Bot assistant access
Email Archives
Connect Gmail or Outlook to make past email conversations searchable. Great for customer communication history and internal decisions.
- Gmail integration
- Outlook 365 support
- Thread relationship mapping
- Attachment extraction
CRM & Sales Platforms
Salesforce
Contacts, accounts, opportunities, cases
HubSpot
CRM records, deals, tickets, contacts
Pipedrive
Pipeline data and sales activity
Zendesk
Support tickets and knowledge base
Project Management & Task Tracking
Jira
Index issue descriptions, comments, and project documentation. Search for bug reports, feature requests, and technical discussions.
Asana
Make project plans, task descriptions, and team conversations searchable across all your workspaces and projects.
Monday.com
Search boards, items, updates, and files. Pull context from project status and team activities.
Linear
Index issues, projects, and roadmap items. Perfect for engineering teams using Linear for product development.
Trello
Connect boards, cards, and comments. Great for teams managing workflows visually with Trello.
ClickUp
Search tasks, docs, and goals. Access everything in your ClickUp workspace through natural language.
Custom Integrations via API
Don’t see your tool listed? Use our REST API and webhooks to build custom integrations. Ingest data from proprietary systems, internal databases, or legacy applications.
Indexing API
Push documents, records, or text content programmatically. Trigger re-indexing on data updates.
Query API
Embed Cloud AI Manager search into your own applications. Return results with citations and confidence scores.
Webhooks
Get notified when new content is indexed, when queries are made, or when specific topics are searched.
How Integration Works
Connect your sources, let Cloud AI Manager index the content, and start asking questions across everything in one place.
Authorize via OAuth
Click “Connect” and authorize Cloud AI Manager to access your data. Read-only by default.
Initial Sync
Cloud AI Manager indexes your existing content. Duration depends on volume — typically minutes to hours.
Continuous Updates
New and modified content is automatically indexed. Your knowledge base stays current without manual intervention.
Start Searching
Ask questions in natural language. Results pull from all connected sources with proper citations.
See the Integration Story with Real Workflows, Not Just Logos
Book a demo to see how Cloud AI Manager connects to business sources, supports live conversations, and fits into the HMS Cloud Fleet.