Klipfolio for your voice agent

Klipfolio is a cloud-based business intelligence platform for creating real-time dashboards and reports. It helps teams monitor metrics, visualize trends, and share analytics effortlessly.

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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 Klipfolio and paste it on a secure page in Connected apps.
What it reads
25 actions, such as get Dashboard Details, get Data Source Details and get Data Source Instance Details.
What it changes
25 actions, such as assign User Role, create Data Source and create Data Source Instance.
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 50. 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.

Klipfolio actions

Reads 25

  • Get Dashboard Details
  • Get Data Source Details
  • Get Data Source Instance Details
  • Get Data Source Instance Data
  • Get Data Source Instance Properties
  • Get Data Source Properties
  • Get Data Source Share Rights
  • Get Group Details
  • Get Group Default Tabs
  • Get Group Users
  • Get Klips
  • Get User Profile
  • Get Role Details
  • Get Role Permissions
  • Get Role Users
  • Get User Details
  • Get User Groups
  • Get User Properties
  • Get User Roles
  • Get User Tab Instances
  • List Data Source Instances
  • List All Data Sources
  • List All Groups
  • List All Roles
1 more
  • List All Users

Changes 18

  • Assign User Role
  • Create Data Source
  • Create Data Source Instance
  • Create Group
  • Create Role
  • Create Tab (Dashboard)
  • Create User
  • Enable Data Source
  • Refresh Data Source Instance
  • Refresh Multiple Data Sources
  • Resend User Invite
  • Reset User Password
  • Update Data Source
  • Update Data Source Instance Properties
  • Update Data Source Metadata
  • Update Data Source Properties
  • Update Data Source Share Rights
  • Update User Properties

Deletes 7

  • Delete Data Source
  • Delete Data Source Instance Property
  • Delete Data Source Property
  • Delete Data Source Share Right
  • Delete Group
  • Delete Role
  • Disable Data Source

Klipfolio setup

  1. Pasting a Klipfolio API key

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

  2. Choosing the actions

    Choose which of the 50 actions the agent may use. Start with lookups and add the ones that change Klipfolio 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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