Overview
CallSys is a Brazilian CRM and omnichannel contact-center platform (WhatsApp, webchat, social channels and telephony). This connector lets Claude work inside your CallSys account with the same permissions you have in the app: • Find customers and companies, and review leads, deals, pipelines, tasks and the activity history of each contact. • Manage your calendar: list, create, reschedule, complete or cancel appointments (Google Calendar sync only when you ask). • Supervisors: see the agents of the teams they supervise and per-agent performance (conversations, response times, deals won and lost, overdue tasks, calls). • Customer service: read conversations and messages, the waiting queue, approved WhatsApp templates, quick replies and dispositions. • With the optional customer-service write permission: send a WhatsApp message in an ongoing conversation (24-hour window) or an approved template, and claim, transfer, tag and close conversations. • Dashboards: sales, sales performance and customer-service indicators. Safety: each person signs in with their own CallSys user (OAuth, company MFA applies) and only ever sees their own company's data. Every write tool asks for approval in Claude; critical actions and every outbound message also require a server-side confirmation code (single use for messages) and are rate limited. Channel credentials, passwords and recording links are never returned.
