All LevelAI Integrations

Last updated: September 3, 2026

Import Data Pipelines

Import Data pipelines enable clients to import their conversation data from Third party systems into LevelAI via SFTP and APIs. Below are the integrations done for the clients until now and their respective details

Sno

Integrations supported

Channels supported

Frequency of Data pull

Self Serve Connector or Engineering Task

Integrations Document

API/SFTP Integration

Notes

1

Salesforce

Chat, Email, Secure Message, Feedback ,Non contact case

Once per hour

Self Serve through UI

Salesforce integration with Level AI

Integrated through Salesforce API

 

2

SFTP

Chat, Email, SMS, Call

Once per hour

Self Serve through UI

LevelAI - SFTP Integration

Integrated through SFTP

 

3

Five9

Voice, Chat, Email, SMS

Once per hour

Self Serve through UI

VCC Setup for Voice: VCC Setup for Voice
VCC Setup for Chat/Email/SMS: VCC Setup for Chat/Email/SMS
VCC Setup for Historical data: VCC Configuration for Historical Data load
Five9 Connecting to LevelAI: Integrating Five9 with LevelAI

Integrated through SFTP

 

4

Nice InContact

Call, Chat

Once per hour

Self Serve through UI

Nice InContact - LevelAI Integration

Integrated through Nice InContact API

 

5

Zendesk

Chat, Email, Voice

Once per hour

Self Serve through UI

Zendesk - LevelAI Integration

Integrated through Zendesk APIs

 

6

Sprinklr

Chat

Once per hour

Engineering Task

Sprinklr - LevelAI Integration

Integrated through Sprinklr APIs

 

7

AWS Connect

Call, Chat

Once per hour

Self Serve through UI

Amazon Connect Contact Center Integration

Integrated through SFTP

 

8

Dialpad

Call

Once per hour

Engineering Task

Dialpad integration with Level AI

 

 

9

Freshcaller

Call

Once per hour

Engineering Task

Freshcaller integration with Level AI

 

 

10

Freshchat

Chat

Once per hour

Engineering Task

Freshchat integration with Level AI

 

 

11

Freshdesk

Ticketing, Email

Once per hour

Engineering Task

Freshdesk integration with Level AI

 

 

12

Genesys On-Prem (Pure Connect)

Voice, Chat, Email, Messaging

Once per hour

Engineering Task

Done manually by LevelAI

Integrated through SFTP

This is an older version implementation, newer version with Genesys APIs is recommended

13

Genesys Pure Cloud

Voice, Chat, Email, Messaging

Once per hour

Self Serve through UI

Credentials: Genesys Credetials
Docs: Genesys - LevelAI Integration

Integrated through Genesys APIs

 

14

Intercom

Email, Chat

Once per hour

Engineering Task

Intercom integration with Level AI

 

 

16

Kustomer

Chat, SMS, Email

Once per hour

Engineering Task

 Kustomer - LevelAI Integration

Integrated through Kustomer APIs

 

17

LiveChat

Chat

Once per hour

Engineering Task

Livechat integration with Level AI

Integrated through LiveChat APIs

 

18

LivePerson

Chat

Once per hour

Engineering Task

LivePerson integration with Level AI

Integrated through LivePerson APIs

 

19

Ringcentral Video

Video

Once per hour

Engineering Task

Ringcentral <> LevelAI Integration

Integrated throguh Ringcentral APIs

 

20

S3 conversation import

Chat, Email, SMS, Call

Once per hour

Engineering Task

Integration:S3 <> LevelAI Integration

Credentials: S3 Credentials Generation

Integrated through SFTP

S3 to GCS Sync happens through a script run by the Engineering team

21

Slack

Slack Channels

Once per hour

Engineering Task

Level AI Integration with Slack

Integrated through Slack APIs

 

22

Stella Connect

CSAT

Once per hour

Engineering Task

 

 

 

23

Talkdesk

Call

Once per hour

Engineering Task

Talkdesk integration with Level AI

Integrated through Talkdesk APIs

 

24

Twilio

Call, Chat

Once per hour

Self Serve through UI

Twilio integration with Level AI

Integrated through Twilio APIs

 

25

Ujet

Call

Once per hour

Engineering Task

 

Integrated through SFTP

 

26

Vonage

Call

Once per hour

Engineering Task

Vonage - Level AI Integration

 

 

27

Zoom

Phone, Call, SMS

Once per hour

Engineering Task

Zoom - Level AI Integration

Integrated through Zoom APIs

 

28

Gorgias

Call, Chat, Email

Once per hour

Engineering Task

 

Integrated through Gorgias APIs

 

29

Gladly

Chat, Email, SMS

Once per hour

Engineering Task

 

Integrated through Gladly APIs

 

30

HappyFox

Chat

Once per hour

Engineering Task

 

Integrated through Happyfox APIs

 

31

Heymarket

SMS

Once per hour

Engineering Task

Heymarket Integration: Quick Guide

Integrated through Heymarket APIs

 

32

Microsoft Teams

Call

Once per hour

Engineering Task

Generating Credentials: Microsoft Teams Integration with LevelAI
Providing Permission: MS Teams - LevelAI Integration

Integrated through MS Teams APIs

 

33

Front

email, sms, chat

Once per hour

Engineering Task

 

Integrated through Front APIs

 

 

Data Exports

Clients can bulk export their data from LevelAI to other third party systems like S3, Azure and GCS using Snowflake data warehouse. Below are the details of the supported exports and their corresponding documentations

Sno

Integrations supported

Fields we can to export

Frequency of Export

Self Serve Connector or Engineering Task

Documents

1

Snowflake to Snowflake

Following tables can be exported
LevelAI Data Export Schema

Once every 3 hour

Engineering Task

Data Export Snowflake to Snowflake

2

Snowflake to S3

Following tables can be exported
LevelAI Data Export Schema

Once every 3 hour

Engineering Task

Data Export Snowflake to AWS S3

3

Snowflake to SFTP

Following tables can be exported
LevelAI Data Export Schema

Once every 3 hour

Engineering Task

Can be done but involves Snowflake to LevelAI Bucket and then to Client Bucket

4

Snowflake to GCS

Following tables can be exported
LevelAI Data Export Schema

Once every 3 hour

Engineering Task

Data Export Snowflake to GCS

5

Snowflake to Azure

Following tables can be exported
LevelAI Data Export Schema

Once every 3 hour

Engineering Task

Data Export Snowflake to Azure

LevelAI Writeback

Clients can writeback LevelAI fields such Summary, Topic, Sub-topic for specific conversations from LevelAI into external CRM systems. Below are the details for the writeback supported and their respective fields

Sno

Integrations supported

Fields we can to export

Frequency of Export

Self Serve Connector or Engineering Task

1

Salesforce Writeback

Summary
Topic
Sub Topic

On trigger from Level

Engineering Task

2

Gladly Writeback

Summary
Topic
Sub Topic

On trigger from Level

Engineering Task

3

Zendesk Writeback

Summary
Topic
Sub Topic

On trigger from Level

Engineering Task

 

Authentication and SSO

Clients can use SSO providers such as Google, Azure, Okta to login to LevelAI. Below are the details on supported providers and their documentation

User Merge: https://level-ai-knowledge-base.help.usepylon.com/articles/8376472269-how-to-merge-secondary-users?lang=en

Sno

Integrations supported

Self Serve Connector or Engineering Task

Documents

1

Auth0

Engineering Task

Auth0 SSO - LevelAI

2

Google

Engineering Task

Google SSO - LevelAI

3

Microsoft Azure

Engineering Task

Azure SSO - LevelAI
Restricting Access: How to restrict access to Azure AD enterprise applications?

4

Okta

Engineering Task

Okta SSO - LevelAI

5

One Login

Engineering Task

One Login SSO - LevelAI

6

JumpCloud

Engineering Task

Jumpcloud SSO - LevelAI

7

OKTA SCIM

Engineering Task

Setup Guide: Okta SCIM - LevelAI
Role mapping: User Role Assignment
Adding new Attribute: Okta SCIM Add new Attribute to User

8

Azure SCIM

Engineering Task

Azure SCIM - LevelAI