> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DialNexa Dashboard Integrations Overview

> Connect DialNexa voice AI calls to provider actions, workflows, agent functions, validation, and invocation evidence.

DialNexa dashboard integrations connect calls to the tools your team already uses. A voice agent can collect information, but the business value usually appears when that information becomes a WhatsApp message, an email, a CRM update, a workflow branch, a ticket, or a review row.

<img src="https://mintcdn.com/dialnexa/0efoAN-6So4r-6NC/images/documentation/screenshots/dashboard-integrations-list.png?fit=max&auto=format&n=0efoAN-6So4r-6NC&q=85&s=2d768206df3e02aec38d8e3b97ac496d" alt="DialNexa Integrations page showing Gmail and Google Calendar rows with connection status, view functions, configure, disconnect, and validate connection actions." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1488" data-path="images/documentation/screenshots/dashboard-integrations-list.png" />

<Note>
  The Integrations page in your workspace is the source of truth for current availability. A public catalog page does not guarantee that a provider or action is enabled for your organization.
</Note>

## DialNexa Integration Availability

DialNexa integrations can be native, workspace-enabled cloud connections, or catalog guidance. Check the provider row and supported functions in the dashboard before designing a production workflow.

\| Availability type | What it means | How to verify |
\| --- | --- | --- | --- |
\| Native dashboard support | DialNexa provides a first-class connection and action path. Wati and Resend are the documented native examples. | Find the provider in **Integrations**, connect it, and inspect supported functions. |
\| Workspace-enabled cloud provider | The provider and actions appear only when enabled for your organization and adapter. | Use the provider row and **View functions** in your workspace. |
\| Public catalog guidance | The page explains possible voice AI workflow patterns. It does not prove availability or an exact action contract. | Check the dashboard before relying on the page. |
\| Requested integration | The provider or required action is not currently available to your workspace. | Submit the provider, action, inputs, trigger, result, and failure behavior. |

For planning ideas, browse the [Integration Catalog](/docs/integrations/overview). Treat the dashboard's current provider and function list as authoritative for implementation.

## Integration Concepts

| Concept         | Meaning                                                                                                                                             |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Provider        | The product family, such as Wati or Resend.                                                                                                         |
| Adapter         | The connection method DialNexa uses for that provider - chosen when the integration is connected, then reused by every action that runs through it. |
| Function        | The catalog operation an action resolves to, such as Wati's send-message function. Selected automatically when you pick an action.                  |
| Connection type | Credential entry or a hosted connection flow, depending on the provider.                                                                            |
| Status          | Connection state such as connected, pending, or error.                                                                                              |
| Action          | A specific operation, such as sending a WhatsApp template or sending an email.                                                                      |
| Invocation      | A stored action execution result with redacted request, redacted response, missing fields, error, and latency.                                      |

## Where Integrations Are Used

<CardGroup cols={2}>
  <Card title="Workflow Application nodes" icon="workflow" href="/docs/dashboard-integrations/using-integrations-in-workflows">
    Send WhatsApp messages, emails, or other catalog actions after workflow branches.
  </Card>

  <Card title="Agent functions" icon="settings" href="/docs/dashboard-integrations/using-integrations-in-agents">
    Expose selected integration actions to an agent when the model should act during a call.
  </Card>

  <Card title="Connection validation" icon="check-circle" href="/docs/dashboard-integrations/connecting-integrations">
    Confirm credentials still work before relying on actions.
  </Card>

  <Card title="Invocation review" icon="activity" href="/docs/dashboard-integrations/integration-functions">
    Debug missing fields, provider errors, message ids, and latency.
  </Card>

  <Card title="Voice AI provider selection" icon="audio-lines" href="/docs/voice-ai/provider-selection-guide">
    Choose the call stack before connecting the outcome to other tools.
  </Card>

  <Card title="Integration catalog" icon="blocks" href="/docs/integrations/overview">
    Browse provider and business-system pages that can support call workflows.
  </Card>
</CardGroup>

## Voice Call Examples

These examples depend on the providers and actions enabled in your workspace.

| Voice call outcome                          | Integration action                                                      | Useful pages                                                                                                                                   |
| ------------------------------------------- | ----------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| Caller books a demo.                        | Send a confirmation email and add a calendar event.                     | [Email with Resend](/docs/dashboard-integrations/email-with-resend), [Google Calendar](/docs/integrations/googlecalendar), [Gmail](/docs/integrations/gmail). |
| Lead qualifies during the call.             | Add CRM context and alert the owner.                                    | [HubSpot](/docs/integrations/hubspot), [Salesforce](/docs/integrations/salesforce), [Slack](/docs/integrations/slack).                                        |
| Support issue needs a person.               | Create or update a ticket with summary and transcript context.          | [Zendesk](/docs/integrations/zendesk), [Intercom](/docs/integrations/intercom).                                                                          |
| Outbound reminder reaches the right person. | Send a WhatsApp template or email follow-up after the branch completes. | [WhatsApp with Wati](/docs/dashboard-integrations/whatsapp-with-wati), [Resend](/docs/integrations/resend).                                              |
| Campaign results need review.               | Write call outcomes into a spreadsheet before widening automation.      | [Google Sheets](/docs/integrations/googlesheets), [call data model](/docs/data/call-data-model).                                                         |

## Integration Decision Guide

| Need                                                                     | Use                                           |
| ------------------------------------------------------------------------ | --------------------------------------------- |
| Send a WhatsApp reminder, confirmation, or template follow-up            | Wati.                                         |
| Send a written summary, appointment confirmation, or manual-review email | Resend.                                       |
| Call your own internal API during a call                                 | Custom Function, not a dashboard integration. |
| Receive call events in another system                                    | External Webhook.                             |
| Ask DialNexa to add a new app or catalog action                          | Request integration.                          |

## Use An Integration Safely

<Steps>
  <Step title="Connect credentials">
    Enter required fields or complete the hosted connection flow.
  </Step>

  <Step title="Validate connection">
    Confirm the provider accepts the credentials before wiring production workflows.
  </Step>

  <Step title="Map action fields">
    Use lead variables, call attributes, or static values for every required input.
  </Step>

  <Step title="Wire success and failure">
    Workflows should handle both outcomes. Provider errors, missing fields, and timeouts need an explicit failure path.
  </Step>

  <Step title="Review invocation evidence">
    Use redacted payloads, missing fields, provider errors, message ids, and latency to fix issues.
  </Step>
</Steps>

## Related Reading

<CardGroup cols={2}>
  <Card title="Connecting Integrations" icon="plug" href="/docs/dashboard-integrations/connecting-integrations">
    Set up credentials and validation.
  </Card>

  <Card title="WhatsApp With Wati" icon="message-circle" href="/docs/dashboard-integrations/whatsapp-with-wati">
    Send WhatsApp messages and templates.
  </Card>

  <Card title="Email With Resend" icon="mail" href="/docs/dashboard-integrations/email-with-resend">
    Send email follow-ups.
  </Card>

  <Card title="Integration Functions" icon="settings" href="/docs/dashboard-integrations/integration-functions">
    Understand action execution evidence.
  </Card>
</CardGroup>
