How it works
One layer. No rip-and-replace.
Vexara integrates with your existing CRM or scheduling stack in under an hour. Your team keeps its workflows, its logins, its screens. We add the after-hours automation, the morning prioritization, and the cross-sell triggers as a layer on top — writing back to your system so everything looks like business as usual.
Day-one integration
- You grant us webhook access on new-lead events and (if you’re running cross-sell) customer-interaction events. Standard OAuth flow or API credential, depending on your platform. We never touch anything else.
- We configure the voice agent for your business — voice, brand name, rep assignment logic, call hours. You listen to three test calls against mock prospects, approve the prompt, we ship.
- We wire the write-back. When Vexara books an appointment, it creates the calendar entry and updates the lead as if your rep had done it manually. No new screens for your team.
- You turn on after-hours routing. Typically 6 pm to 8 am Monday–Friday and full weekends. Flipping a switch, nothing more.
Supported systems
Vexara works with most modern CRMs and scheduling stacks. The fastest path to production is a system that exposes webhooks on lead-creation events and an API for writing back status + notes. Examples we’ve shipped against: HubSpot, Salesforce, Zoho, Pipedrive, VinSolutions, DealerSocket, Elead, Jobber, ServiceTitan, FollowUpBoss, Zenoti, Mindbody.
On a different system? We’ve built custom connectors for half a dozen niche platforms. Ask us.
Compliance
Vexara follows TCPA guidelines. Calls only go to prospects who submitted a form with explicit contact consent. Every do-not-contact request is honored immediately and written back to the CRM. State-specific time-of-day rules are enforced server-side — no team configuration required.
All call audio is recorded with consent disclosure in the opening. Recordings are retained for 90 days for quality review, then purged unless you explicitly ask us to keep them longer.
What about my data?
Your CRM data stays in your CRM. Vexara reads what it needs for each decision and discards the rest. Transcripts and call summaries are stored in our infrastructure for 90 days so your team can review calls; nothing is shared with third parties or used to train models beyond your own instance.