Settings
Settings
Integrations
Live status of connected services and infrastructure.
FastAPI backendChecking…
https://crm.projectopsai.com
Twilio Voice SDKChecking…
Inbound/outbound calling, post-call AI analysis
Zoom OAuthChecking…
Meeting transcript ingestion — redirect URI must match Marketplace setting
AI / OpenAI APIChecking…
Chatbot, voice profile, email drafts, post-call analysis
ERS Data FeedChecking…
AUM, accounts, registrations, insurance — Matt Tucker rep scope (rep_id 267)
What can be done right now
Feature availability
Chatbot & AI assistantLive
Book-of-business queries, client briefs, email drafts
Phone calls (Twilio)Live
Inbound/outbound calling, post-call analysis, transcripts
Zoom transcript ingestionPartial
Webhook wired — requires Zoom redirect URI updated in Marketplace
Document vaultLive
Upload, route, AI extraction, download
Voice profileLive
Email drafting in your writing style
Post-call analysisLive
Auto-runs after every transcribed call
Zocks meeting syncRoadmap
Phase 4 — not yet connected
Microsoft 365 / OutlookRoadmap
Email ingestion — planned after Zoom is stable
ERS portfolio dataLive
AUM, accounts, insurance sync — Matt Tucker rep scope
Zoom fix needed: Go to marketplace.zoom.us → your CRM app → App Credentials → add https://crm.projectopsai.com/api/integrations/zoom/callback as redirect URI.
Status checks refresh every 12 seconds automatically.