Integrations  ·  Scoped connection

Your tools. Your Assistant. Working together.

Connect Tellexa to the tools your business already uses. Email, CRM, accounting, project management, each Assistant operates only against the systems its role permits, with every action audited.

One conversation. Every permitted system.

Request a consultation See supported tools

Personal Assistant

Outlook · Calendar · Contacts

Online

Schedule a 30-min call with John tomorrow. Send the invite.

Found two open slots in both calendars:

  • 10:00–10:30 · tomorrow
  • 14:30–15:00 · tomorrow
Outlook calendar John's preferences

Ask anything…

How it works

Connect once. Operate within scope.

Authentication on the portal, scoping per Assistant, work across every permitted system from one conversation.

  1. Step 01

    Connect your tools

    Link accounts from the portal. OAuth for most services, API keys for others. Takes under a minute.

  2. Step 02

    Scope per Assistant

    Decide which connected systems each Assistant may read, draft, send, create, update or escalate against.

  3. Step 03

    Work across everything

    Ask one question, get answers from email, CRM and accounting combined. Every action logged.

Core suites

Productivity suites.
Full integration.

Suite · 01

Microsoft 365

Full integration

  • Outlook email
  • Calendar and scheduling
  • OneDrive and SharePoint
  • Microsoft Teams
  • To Do and Planner

Suite · 02

Google Workspace

Full integration

  • Gmail
  • Google Calendar
  • Google Drive
  • Google Meet
  • Tasks and Keep

By role

Integrations that fit each role.

Each Assistant only connects to the tools its role needs.

ROLE · 01

Sales

  • CRM: Salesforce, HubSpot, Pipedrive
  • Email + Calendar + Contacts
  • Invoicing: Xero, QuickBooks
Salesforce HubSpot Pipedrive Xero

"Ask about a client and get their emails, deal status and outstanding invoices in one answer."

ROLE · 02

Operations

  • Project management: Asana, Trello, Monday, Notion
  • Communication: Slack, Teams
  • Accounting: Xero, Sage
Asana Trello Slack Xero

"Track project status, team updates and budget spend from a single conversation."

ROLE · 03

Finance

  • Accounting: Xero, Sage, QuickBooks
  • Banking + Payments: Stripe
  • Reporting + Documents
Xero Sage QuickBooks Stripe

"Generate financial summaries, chase outstanding invoices and reconcile accounts."

ROLE · 04

Support

  • Helpdesk: Zendesk, Freshdesk, Intercom
  • Knowledge base + Documents
  • Communication: WhatsApp, Telegram, Email
Zendesk Freshdesk Intercom WhatsApp

"Resolve tickets faster with instant access to customer history and documentation."

Cross-system

Ask anything.
Get answers from across every connected tool.

The Assistant searches each connected tool it's allowed to use. Every answer shows its sources.

EX · 01

"What's happening with ABC Company?"

  • 2 open emails from their team
  • R450K deal at 80% close
  • Invoice overdue 14 days
Outlook Salesforce Xero

EX · 02

"Prepare for my 2pm meeting"

  • 3 attendees from Calendar
  • Recent emails with attendees
  • Open tasks and last meeting notes
Calendar Outlook Tasks

EX · 03

"How did we do this month?"

  • 12 deals closed, R2.1M revenue
  • 3 invoices outstanding, R180K
  • 94% tasks completed on time
CRM Xero Project tool

Custom integration

If it has an API or MCP server,
the Assistant can use it.

Don't see your tool? If it has an API or MCP server, we can connect it. You decide which Assistant uses it, and every action it takes is logged.

Connect from the portal, or just ask your Assistant: "Connect my Xero account."

Request custom integration

Examples of what's already connectable

Zendesk Intercom Freshdesk Shopify WooCommerce Stripe Twilio GitHub GitLab Linear Jira Confluence Box AWS Datadog PagerDuty Grafana Discord Mailchimp and more

Get started

Connect your stack.
Scope every Assistant.

Walk through how Tellexa connects to the tools your team already uses, scoped per Assistant.

Request a consultation View pricing

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