Connect Callex to your stack.
Callex plugs into the telephony, CRM, and backend systems you already run. This guide walks your technical team through connecting everything, defining what the agent can do, and keeping your systems in sync.
Overview
Integration happens in three stages. A Callex engineer works alongside your team through each one, so you are not wiring things up on your own.
Connect your telephony
Route calls to Callex over SIP, or connect a supported carrier. No phone-stack migration required.
Connect your systems
Link your CRM, helpdesk, and knowledge base so the agent reads context and logs outcomes.
Define actions & webhooks
Let the agent take action in your backend, and subscribe to call events to keep your systems in sync.
Before you start
A short checklist of what your team needs in place before the first integration call.
- Phone numbers you can route to Callex over SIP, or a carrier we can connect to.
- Admin access to the systems you want the agent to read from and write to.
- A technical contact on your side. We pair them with a Callex engineer for the build.
- An idea of the calls you want to handle first, so we can scope the initial agent.
Connectors
Connect both sides of the call: the telephony that carries it, and the systems of record the agent reads and updates.
Telephony
Route calls to Callex over SIP, connect a supported carrier, or port your existing numbers. No phone-stack migration required.
Systems of record
Native connectors for common CRM and helpdesk platforms, or connect anything else over REST and webhooks.
Custom actions
Expose your endpoints as actions the agent can call mid-conversation: look up an account, book a slot, update a record. Agent calls are authenticated, scoped, and logged.
- Scoped, signed requests
- Guardrails on agent actions
- Audit trail
# Action definition action book_appointment { endpoint: POST /appointments auth: bearer (scoped) params: patient_id, time, clinic }
Webhook events
Subscribe to call events to keep your systems in sync in real time. Every payload is signed, so your endpoint can verify it came from Callex.
call.startedA call connected, inbound or outbound.transcript.updatedA new turn was transcribed during the call.action.invokedThe agent called one of your actions.call.completedThe call ended, with outcome and recording.# POST to your webhook URL { "event": "call.completed", "call_id": "call_8842", "outcome": "appointment_booked", "duration_sec": 134, "transcript_url": "https://…" }
Security & data
Callex supports encrypted transport, scoped action credentials, and audit logging for integration calls. Action credentials are scoped and designed to stay separate from transcripts, and integration activity is logged for review where configured.
Guides
The CRM That Stays Cleaner: Turning Calls Into Better Data
April 10, 2026 · 1 min readHow to Connect a Voice Agent to Monday in 3 Steps
May 1, 2026 · 2 min readWhy Latency Shapes Whether Voice AI Sounds Natural
May 3, 2026 · 2 min read5 Mistakes Enterprises Make Deploying Voice AI, and How to Avoid Them
Need a hand connecting?
We pair your engineers with a Callex integration specialist to scope the work and get you live. Tell us about your stack and the calls you want to handle first.