ITM Platform for your voice agent

ITM Platform is a project and portfolio management platform for tasks, services, financials, risks, resources, and DataMart analytics. Use it to plan, track, and analyze work across portfolios with one connected source of truth.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in ITM Platform and paste it on a secure page in Connected apps.
What it reads
5 actions, such as get Project, list Reference Data and search DataMart Components.
What it changes
5 actions, such as aggregate DataMart Components, create Project and create Task.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 10. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

ITM Platform actions

Reads 5

  • Get Project
  • List Reference Data
  • Search DataMart Components
  • Search Projects
  • Search Tasks

Changes 5

  • Aggregate DataMart Components
  • Create Project
  • Create Task
  • Update Project
  • Update Task

ITM Platform setup

  1. Pasting a ITM Platform API key

    Create an API key in ITM Platform, choose ITM Platform in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 10 actions the agent may use. Start with lookups and add the ones that change ITM Platform when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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Tell us what your callers ring about, and we build and test the agent for you.

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