- Ticketing & CRMs
- E-commerce & Automation
Zendesk
Ticket creation and handoff through Sunshine Conversations or the Zendesk API.
HubSpot
Unified ticketing and live chat handoff in HubSpot.
Intercom
Conversation sync and handoff into your Intercom inbox.
Gorgias
E-commerce-focused ticket handoff into Gorgias.
Salesforce
Case management and chat handoff in Salesforce.
Creatio
Case creation and workflow automation in Creatio.
How Integrations Work
Connect from the dashboard
Connect from the dashboard
Each integration is configured in Settings > Integrations. Select the integration, follow the connection steps, and OpenCX handles the rest.
Two-way sync
Two-way sync
Conversations and customer data flow between OpenCX and the connected platform. When the AI hands off, your agents see full context in their existing tool.
Per-integration configuration
Per-integration configuration
Each integration has its own settings for handoff behavior, field mapping, and sync preferences. See the individual setup guides for details.
Related Documentation
Build Agents
Configure your AI agent’s knowledge and behavior.
Agent Knowledge
Connect knowledge sources like Zendesk articles, Notion, and more.
Autopilot & Topics
Control which conversations the AI handles per channel.
Human Handoff
AI-to-human escalation across all channels.