Sayelo, an AI voice agent natively connected to Sellsy, recognises your customers as soon as it answers and adds a “phone call” activity to their record with the outcome, duration and summary of the call. Connecting takes one click, with no technical key to copy, and your agent is ready in 5 minutes.
What the integration does
When it answers, the agent looks up the caller's number in your Sellsy directory. If the person is there, it greets them by name instead of asking who they are.
At the end of the call, a “phone call” activity is added to the contact's or company's record: outcome, duration, summary of the conversation and a link to the Sayelo call record (transcript, recording, analysis). Your teams find the phone history where they already work.
How it works
Create your Sayelo account: your agent is ready in 5 minutes.
In your account area, “Account” → “CRM”: choose Sellsy and start the connection.
Authorise Sayelo in the Sellsy tab that opens. No password or technical key to copy.
Sellsy shows as connected. Two switches let you turn caller recognition and call logging on or off separately.
Your data
Names and numbers of your contacts, companies and individuals, to recognise the caller.
Only a “phone call” activity attached to an existing record.
Quotes, invoices, orders, opportunities, documents.
No record is created on your behalf. A caller unknown to Sellsy generates nothing.
The agent knows the caller's name, nothing more, and cannot make anything up from the record.
Security
Sellsy's OAuth 2 protocol: you log in at Sellsy, never at Sayelo.
At any time, from Sayelo (“Account” → “CRM”) or from your Sellsy account.
Access tokens are encrypted at rest.
Within the Sellsy integration, Sayelo acts as a processor on behalf of the customer, who is the controller, within the meaning of Article 28 of the GDPR. Call data is hosted in France.
Frequently asked questions
No, never. Authorisation takes place entirely on Sellsy's page.
No, it is included in Sayelo plans at no extra cost.
The report is added within minutes of hanging up, once the call has been analysed. If the caller is not in your Sellsy, nothing is written: create their record and future calls will be logged there.
Check that their number is entered in the phone or mobile field of their record. A withheld number cannot be recognised; an archived record is ignored.
Yes, the two switches are independent.
In Sayelo, from “Account” → “CRM”, or from your Sellsy account. Reports already written stay in Sellsy.
Create your agent in 5 minutes, then connect your Sellsy in one click.
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