Connect your communication channels to Slokoto so it can read your conversations, understand context, and build your sales pipeline automatically — no CRM required.
What it does
The Integrations page is where you connect your email, phone, chat, and marketing channels to Slokoto. Once connected, Slokoto:
- Reads your conversations — Understands what's being said between you and your prospects
- Builds your pipeline automatically — Creates leads and stages deals based on real interactions, not manual data entry
- Prioritizes follow-ups — Uses AI to decide what matters most, right now
- Generates todos — Tells each rep exactly what to do next and why
Think of integrations as Slokoto's communication layer. Instead of you entering data into a CRM, Slokoto reads your actual conversations and builds the picture itself.
How to use it
Browsing available integrations
- Click Integrations in the sidebar
- Browse integrations by category:
- Email - Gmail, Outlook, Yahoo
- Chat & Support - Gorgias, Zendesk, Freshdesk
- Phone & SMS - CallTrackingMetrics, Aircall, Twilio
- Marketing - Klaviyo, Mailchimp
- Use the search bar to find a specific integration
- Use filters to show only connected, not connected, or integrations with issues
Connecting an integration
- Find the integration you want and click Connect
- Follow the 3-step wizard:
- Step 1: Method - Choose how to connect (OAuth sign-in or API key)
- Step 2: Permissions - Select which signals Slokoto can read
- Step 3: Test - Verify the connection is working
- Click Save & Start Monitoring
Configuring a connected integration
- Click Configure on any connected integration
- Use the tabs to adjust settings:
- Status - View connection health and last sync time
- Signals - Choose which data types to monitor
- Mapping - Map integration users to your Slokoto team
- Advanced - Set sync frequency and automation options
Disconnecting an integration
- Click Configure on the integration
- Click Disconnect in the Status tab
- Confirm the disconnection
Key terms
| Term | Meaning |
|---|---|
| Signal | A piece of data Slokoto observes (e.g., "email opened", "call received") |
| OAuth | A secure sign-in method where you log into your account to grant access |
| API Key | A code you copy from your tool's settings to connect it to Slokoto |
| Sync frequency | How often Slokoto checks for new data (Standard, Fast, or Real-time) |
| Auto-generate actions | Let Slokoto automatically create Todo items from signals (Pro+ only) |
| Pipeline | Your list of active deals — built by Slokoto from your conversations |
Understanding connection status
| Status | What it means |
|---|---|
| Connected (green) | Integration is healthy and syncing data |
| Needs Attention (orange) | Something is wrong - usually an expired token or API key |
| Coming Soon (gray) | Integration is planned but not yet available |
Signals by integration type
Email (Gmail, Outlook, Yahoo)
- Incoming/outgoing emails
- Email opens
- Link clicks
- Attachment access (Pro+)
Chat & Support (Gorgias, Zendesk, Freshdesk)
- New inbound messages
- Agent replies
- Conversation status changes
- Tags and SLA data
Phone (CallTrackingMetrics, Aircall)
- Incoming/outgoing calls
- Missed calls
- Call duration
- Recordings (Pro+)
Marketing (Klaviyo, Mailchimp)
- Campaign sends
- Opens and clicks
- Form submissions
- List membership changes
What happens after you connect?
Once you connect an integration, here's what to expect:
Signals start from now
Slokoto begins monitoring for new signals from the moment you connect. This means:
- ✅ New emails, calls, and messages from now on will be captured
- ❌ Historical data from before the connection is not imported
Your views will populate gradually
- Todo view - Will show recommendations as new engagement happens
- History view - Will grow over time as leads interact with you
Why we work this way
- Fresh priorities - Recommendations are based on recent, relevant activity
- No noise - You won't be overwhelmed with stale leads from months ago
- Fast start - You can start using Slokoto immediately without waiting for a long import
What to expect in the first few days
| Day | What you'll see |
|---|---|
| Day 1 | First signals start appearing as leads engage |
| Days 2-3 | Todo items begin populating based on new activity |
| Week 1 | History view shows your first completed interactions |
💡 Tip: Keep your integrations connected and active. The more signals Slokoto observes, the smarter its recommendations become over time.
Plan limits
Your plan determines how many integrations you can connect:
| Plan | Max Integrations | Sync Speed |
|---|---|---|
| Starter | 2 | Standard |
| Pro | 5 | Fast |
| Business | Unlimited | Real-time |
Tips
- Start with email — Gmail is the fastest way to get Slokoto seeing your conversations and building your pipeline
- Check connection health — If you see "Needs Attention," reconnect to restore data flow
- Don't over-enable signals — Only enable signals you actually want Slokoto to consider
- Use OAuth when available — It's more secure and automatically handles token refresh
- Add phone & chat — The more channels you connect, the richer your pipeline context becomes
Privacy & security
- Slokoto only reads data — we never modify or delete anything in your connected channels
- No emails are sent without your explicit action
- Credentials are encrypted and never exposed in the interface
- You can disconnect at any time to stop data sharing