Define the partner’s customers, use cases, systems and commercial goals.
AI receptionist integration
Connect voice conversations to the workflows your software already runs.
A useful AI receptionist integration must do more than answer a call. It must understand what the caller needs, read the right availability or business information, take an approved action and record the outcome in the appropriate system.
Direct answer
SANAA integration begins with workflow mapping. The partner and SANAA teams identify customer accounts, systems of record, allowed actions, transfer rules, telephony, usage tracking, security requirements and a controlled launch plan.
Built for platform teams
- Vertical SaaS and business operating-system providers
- Scheduling, CRM, field-service and customer-experience platforms
- Software companies serving many independent customer businesses
- Product teams evaluating an embedded or partner-branded AI receptionist
What SANAA can support
- Multiple customer businesses under one software partnership
- External calendar and CRM reading and updates
- Phone numbers and telephony provided by the SANAA team
- Usage tracking and partner billing support
- Human call transfer to a number supplied by the business
- Partner branding while the receptionist keeps the SANAA name
Defined during discovery
API access, webhooks, authentication, customer-specific workflows, data isolation, security requirements, deployment and commercial terms are reviewed for the partner’s platform before implementation.
Integration journey
From platform discovery to a customer-ready receptionist.
Map calendars, CRM records, appointment actions, call routing and escalation.
Agree on authentication, data isolation, workflows, testing and deployment.
Launch a controlled integration, measure usage and expand customer access.
Start with the business action
The first question is not which endpoint to call. It is what the caller should be able to accomplish: get an answer, create or change an appointment, leave a qualified request, update a record or reach a person.
Define the source of truth
Availability, customer identity, service rules and appointment status should come from the system the partner designates. Write permissions and conflict handling are agreed before production use.
Separate platform and customer configuration
Platform-wide capabilities can coexist with business-specific hours, services, knowledge, escalation numbers and policies. The exact configuration model is designed during technical discovery.
Test failure and handoff paths
A production plan should cover unavailable systems, ambiguous caller requests, failed updates, transfer failures and human escalation—not only the ideal booking path.
Questions software teams ask
Integration FAQ
Is SANAA a public self-service API?
SANAA is currently offered through a managed integration process. API access, webhooks, authentication and implementation details are discussed with each software partner rather than promised as a one-size-fits-all public API.
Can a software company support multiple customer businesses?
Yes. SANAA can support a software-company relationship involving multiple customer accounts. The exact account hierarchy, permissions and rollout model are defined during integration discovery.
Can SANAA connect with external calendars and CRMs?
Yes. SANAA can read and update compatible external calendars and CRM systems. The available actions and source-of-truth rules are mapped with the partner before implementation.
Who provides the phone numbers and telephony?
The SANAA team provides the phone-number and telephony layer for the agreed deployment. Routing, coverage, escalation and number requirements are reviewed during planning.
Can partners use their own branding?
Yes. The experience can use partner branding without presenting it as Book With AI. The AI receptionist retains the SANAA name, so the accurate description is a partner-branded integration powered by SANAA rather than a completely anonymous white-label product.
What happens when SANAA needs a person?
SANAA can transfer the call to the human phone number the business provides, according to the escalation rules agreed for that customer workflow.
Continue researching SANAA for platforms
SANAA embedded partnership
Bring SANAA to the businesses your software already serves.
Tell us about your platform, customers and desired workflows. We will review the integration model with your team.
Discuss an integration