Rocketlane for your voice agent

Rocketlane is a collaborative customer onboarding and implementation platform for professional services teams. It streamlines project tracking, communication, and task management to accelerate client onboarding.

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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 Rocketlane and paste it on a secure page in Connected apps.
What it reads
34 actions, such as get All Conversations, get All Fields and get All Resource Allocations.
What it changes
46 actions, such as add Assignee To Task, add Field Option and add Followers To 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 80. 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.

Rocketlane actions

Reads 34

  • Get All Conversations
  • Get All Fields
  • Get All Resource Allocations
  • Get All Spaces
  • Get All Tasks
  • Get All Time-Offs
  • Get Comments
  • Get Company
  • Get Conversation
  • Get Field By ID
  • Get File
  • Get Phase by ID
  • Get Project by ID
  • Get Project Folder
  • Get Space by ID
  • Get Task By Id
  • Get Template By ID
  • Get Time Entries
  • Get Time Entry By ID
  • Get Time Entry Categories
  • Get User By ID
  • List Companies
  • List Currencies
  • List Project Files
10 more
  • List Project Folders
  • List Project Phases
  • List Projects
  • List Templates
  • List Users
  • Retrieve Subscription Details
  • Search Files
  • Search Invoices
  • Search Time Entries
  • Search User By Email

Changes 30

  • Add Assignee To Task
  • Add Field Option
  • Add Followers To Task
  • Add Members to Project
  • Add Members to Conversation
  • Create Comment
  • Create Company
  • Create Conversation
  • Create Field
  • Create Phase
  • Create Project
  • Create Project Folder
  • Create Space
  • Create Space Document
  • Create Task
  • Create Time Entry
  • Move Task To Given Phase
  • Update Company
  • Update Conversation
  • Update Field
  • Update Field Option
  • Update File
  • Update Phase
  • Update Project By Id
6 more
  • Update Project Folder
  • Update Space
  • Update Space Document
  • Update Task by ID
  • Update Time Entry by ID
  • Upload File

Deletes 16

  • Archive Project by ID
  • Delete Comment By ID
  • Delete Conversation
  • Delete Field
  • Delete File
  • Delete Phase
  • Delete Project
  • Delete Project Folder
  • Delete Space
  • Delete Space Document
  • Delete Task By ID
  • Delete Time Entry by ID
  • Remove Assignees From Task
  • Remove Dependencies From Task
  • Remove Followers From Task
  • Remove Members from Conversation

Rocketlane setup

  1. Pasting a Rocketlane API key

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

  2. Choosing the actions

    Choose which of the 80 actions the agent may use. Start with lookups and add the ones that change Rocketlane 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.

Get started

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