Sayelo, an AI voice agent natively connected to monday.com, recognises your customers as soon as it answers, tells them the stage of their case with the sentence you have chosen and can write the call report in the case's update thread. These are 3 services that you switch on separately, with an agent ready in 5 minutes.
What the integration does
If the number appears in a Phone column on one of your boards, the agent greets the caller by name as soon as it answers.
When asked “what stage is my case at?”, whether it is an order, a request or a complaint, the agent finds the item and gives the current stage, with the sentence you have chosen. For a sensitive stage, such as a refusal, dispute or cancellation, you can choose “Take a message”: the agent says nothing about the status.
In the monday case's update thread, at the end of the call. Off by default, switch it on whenever you like. The agent writes only this report: it does not change your cases.
“What stage is my case at?”
The agent looks up the caller's number in the Phone columns of your boards.
If you have switched on “Confirm identity before answering”, the agent first checks who it is talking to.
It gives the current stage of the case, with the words you have set for that stage.
It asks for the case reference, or the name and town, and reveals nothing without a match.
Security
The agent only reads the columns you have authorised, board by board.
Passwords, codes, amounts, bank details and attachments are never passed to it.
Refusal, dispute, cancellation: with “Take a message”, the agent says nothing about the status and takes the caller's details.
Your monday API token is verified, then encrypted, and never displayed again. No amounts, precise deadlines or personal documents are ever given over the phone.
Setup
In “Account” → “CRM”, choose monday.com and paste your monday API token. It is verified then encrypted.
Choose the boards to use, one per type of case if needed, and the columns the agent can read.
For each stage, write the sentence the agent will say, or choose “Take a message” for sensitive stages.
“Test with a number” replays recognition and status with a number of your choice, before going live.
Only one management software connected at a time: monday.com or Sellsy.
Create your agent in 5 minutes, then connect your monday.com with your API token.
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