Moskit is a leading CRM platform that streamlines sales processes and enhances customer engagement.
Transform your customer relationships with AI agents that can automate interactions, provide real-time insights, and drive more efficient sales processes.
Moskit excels at managing customer relationships and sales processes. Relevance AI enhances this with intelligent AI agents that can automate interactions, qualify leads, and derive actionable insights from your CRM data.
Intelligent Interaction
The agent can engage customers with personalized responses based on their data.
Data-Driven Insights
Analyzes customer behavior to provide actionable insights for better decision-making.
Enhanced Customer Retention
Delivers timely support and personalized experiences to boost customer loyalty.
Relevance AI gives you access to a wide variety of Moskit tools within your automated workflows and AI agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Moskit account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication, ensuring only authorized workflows access your Moskit CRM data. Relevance AI manages API operations seamlessly in the background while handling request validation, response formatting, and proper authorization headers automatically.
Built-in data transformation and error handling ensure reliable execution across GET, POST, PUT, PATCH and DELETE methods.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Moskit + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct Moskit account authorization and permission settings.
- Use consistent API paths: Maintain organized endpoint structure for reliable data flow.
- Handle responses carefully: Monitor response status codes and body content for successful operations.
- Implement error handling: Set up proper error notifications and fallback procedures.
- Manage request limits: Space out API calls appropriately to avoid rate limiting issues.
