Suitedash for your voice agent

Suitedash is an all-in-one business platform for client management, CRM, projects, invoicing, and operations. It helps teams manage client work, billing, and collaboration from one shared workspace.

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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 Suitedash and paste it on a secure page in Connected apps.
What it reads
6 actions, such as get Company, get Company Meta Attributes and get Contact by UID or Email.
What it changes
2 actions, such as create Company and create Contact.
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 8. 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.

Suitedash actions

Reads 6

  • Get Company
  • Get Company Meta Attributes
  • Get Contact by UID or Email
  • Get Contact Meta Attributes
  • List Companies
  • List Contacts

Changes 2

  • Create Company
  • Create Contact

Suitedash setup

  1. Pasting a Suitedash API key

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

  2. Choosing the actions

    Choose which of the 8 actions the agent may use. Start with lookups and add the ones that change Suitedash 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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