Direct API
Direct client delivery
Recommended route
What it does
After a completed call, First AI Employee matches an ISN client by exact phone or creates one client with the caller details.
Before you start
Create the access key under Settings, My Access Keys, using the least-privileged account that can read and create clients.
What it does not do
It creates or matches a client only. It does not create an order, inspection, or appointment. ISN keys do not expire and must be revoked by you in ISN.
Set it up
- Create an ISN access key.
- Paste the access key, secret, and company key into Integrations.
- Complete one non-production call with a caller name and phone.
- Confirm one matched or newly created ISN client.
- Delete the key in ISN too when you disconnect.