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Integrations

Supercharge Switchboard with Relevance AI

Switchboard is a leading communication and collaboration platform that centralizes various communication channels for seamless team interaction.

Enhance your communication workflows with AI agents that can automate responses, manage tasks, and optimize team productivity.

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Give your AI Agents Switchboard Superpowers

Switchboard unifies communication across multiple channels into one platform. Relevance AI enhances this with intelligent AI agents that can automate responses, manage workflows, and drive meaningful interactions at scale.

Seamless Workflow Orchestration

The agent automates complex workflows, ensuring smooth transitions between tasks.

Intelligent Data Insights

The agent analyzes communication patterns to provide actionable insights for teams.

Personalized Customer Engagement

The agent tailors interactions based on customer history, enhancing satisfaction.

Tools

Equip AI Agents with the Switchboard Tools they need

Relevance AI gives you access to Switchboard's communication tools and channels within your AI-powered workflows.

Pre-Built Switchboard Tool Steps
Switchboard API Tool Steps
switchboard - Compress PDF
A tool for compressing PDF files by providing a URL to the source PDF and specifying the output filename, helping reduce file sizes while maintaining document quality
switchboard - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
switchboard - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
Name
switchboard API Call
Description
Make an authorized request to a switchboard API
Parameters
["OAuth Authentication", "Multiple HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Support", "Response Status Tracking"]
Use Case
A software development team uses switchboard API Call to automate their deployment process by making authenticated API requests to trigger builds and updates across their infrastructure. This integration streamlines their CI/CD pipeline by enabling secure, programmatic access to their development resources.
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Quick Start

Connect Switchboard to Relevance AI in minutes

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 Relevance AI account
  • An Airtable account with access to the base and table you'd like to use
  • Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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STEP 1

Open Relevance AI

Go to "Integrations" and connect Switchboard to enable API access to your Switchboard account.

STEP 2

Connect Your Switchboard Account

A secure pop-up will ask you to log in to Switchboard. This authorizes Relevance AI to make API requests on behalf of your Switchboard account with read and write permissions.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Switchboard as a Step

Choose Switchboard from the list of tools, then configure your API request by selecting the HTTP method (GET, POST, PUT, DELETE, PATCH) and specifying the relative path to the Switchboard API endpoint you want to access.

Security & Reliability

The integration uses secure OAuth authentication, ensuring only authorized workflows access your Switchboard data. Relevance AI handles API operations seamlessly in the background—managing authentication headers and request formatting automatically.

Built-in request validation and response handling ensure reliable API communication across all Switchboard endpoints.

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.

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Best Practices for Non-Technical Users

Build your own Relevance AI Integration

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To get the most out of the Switchboard + Relevance AI integration without writing code:
  • Configure API endpoints properly: Ensure correct base URL and authentication settings for Switchboard.
  • Use appropriate HTTP methods: Choose GET for retrieval, POST for creation, PUT/PATCH for updates.
  • Handle authorization carefully: Verify OAuth permissions and account access levels are correctly set.
  • Validate request bodies: Structure JSON payloads according to Switchboard's API specifications.
  • Monitor response status: Check response codes and headers to ensure successful API operations.

Free your team.
Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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