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.
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.
Relevance AI gives you access to Switchboard's communication tools and channels within your AI-powered workflows.
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)
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.
Best Practices for Non-Technical Users
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.
