5. Integrations

Rounded allows you to connect more than 1,500 applications via Pipedream to enrich your voice agents: calendars, CRMs, messaging platforms, internal tools, and much more.

This guide explains, step-by-step, how to:

• Connect your accounts
• Add integrations to a task
• Configure all fields
• Write clear instructions for the agent

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1. Connecting an Integration

Before you can use an integration in an agent, you must first connect your account. One way is to do it in the dedicated Integrations page.

Steps

1. Click the Integrations tab in the left-hand menu.
2. Search for the application you want (e.g. Gmail, Slack, Telegram).
3. Click Connect on the application card.

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2. Authorising via Pipedream

A pop-up window opens to securely authorise access to your third-party account.

Steps

• Click Continue.
• Log in to the external service and authorise access.
• The application now appears in My Connections with the status Active.

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3. Adding the Integration to an Agent

Once your account is connected, you can use it inside your agents.

Steps

1. Open the Agents tab.
2. Select the agent in which you want to add the integration.
3. Click the relevant task to open its settings.
4. Scroll to the bottom and click + Add tool.
5. In the window that appears, click Integrations Catalog.
6. Select the application you have connected.

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4. Configuring the Integration

After selecting the application, a configuration form appears. Below is a detailed description of each field and best practices for writing your instructions.

App

• What it is: The name of the selected application. This field is automatically populated.

Account

• What it is: The connected account that will be used for the action. If you have several accounts, select the one that corresponds to this integration.

Action

• What it is: The operation the agent will perform.
• Common examples: Add Quick Event (Google Calendar), Send Message (Slack, Telegram).
• Tip: Choose the simplest action if you are starting out.

Filler Sentence

• What it is: The sentence spoken by the agent while the action is processing.
• Examples: “One moment, I am preparing your reservation.” • “I am sending your message, please hold on.”

Tool Definition: Name

• What it is: The internal, technical name of the tool.
• Recommendations: Use a short, lower-case name without spaces – e.g. send_text_message_or_reply, book_calendar_event.

Tool Definition: Description

This is the most important field. The description acts as the guiding prompt the agent will follow word-for-word to prepare and execute the action.

Writing Recommendations

Be precise and actionable. Always include:

• Default values (duration, title, channel, identifier, …)
• Mandatory fields
• Verifications or confirmations
• What to do if information is missing

Detailed Description Examples

Slack

If the user wants to send a message, post it in the #support channel.
The message must include:
- the user's first name
- the content of the request
If no channel is specified, default to #support.
Before sending, repeat the message to the user for confirmation.

Telegram

If the user wants to send a Telegram notification, post a message in the group with chat_id -123456789.
The message must include:
- the client's name
- the phone number
- the call date
If the user specifies another chat_id, use it instead.
Before sending, repeat the message to the user for confirmation.

Google Calendar

If the user requests an appointment, create an event in the main calendar.
The title should be "Confirmed Appointment".
The default duration is 1 hour.
Before creating it, ask the user to confirm the date and time.
If no duration is specified, use 1 hour.

In the description, always explicitly mention the channel or chat_id and any default values.

Tool Definition: Parameters

• What it is: Parameters provided by the agent to execute the action.

Some parameters of type enum require the agent to first retrieve the list of possible values. This is done using a special tool named CONFIGURE_COMPONENT, automatically added to the agent’s context. When necessary, you can instruct the agent to call the CONFIGURE_COMPONENT tool to obtain the list of valid parameter values before executing the action.

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5. Complete Configuration Example (Telegram)

Here is a concrete example of a fully configured Telegram integration:

• App: Telegram
• Account: Your connected Telegram account
• Action: Send Message
• Filler Sentence: One moment, I am sending the notification.
• Tool Definition Name: send_text_message_or_reply
• Tool Definition Description:

If the user wants to send a Telegram notification, post a message in the group with chat_id -123456789.
The message must include:
- the client's name
- the phone number
If the user specifies another chat_id, use it.
Before sending, repeat the message to the user for confirmation.

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6. Testing the Integration

Before going live:

1. Launch a test call.
2. Verify that:
   • The action executes properly.
   • Default values work as expected.
   • Confirmations are correctly handled.

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Best Practices

• Always be explicit in the description.
• Mention the channel or group identifier.
• Indicate default values.
• Request confirmation before executing any action.
• Test multiple scenarios before moving to production.