Integrations
Manage Waveline with an AI Assistant
An authorized AI assistant can inspect Waveline settings and make supported changes using your current account permissions. You choose which connection permissions to grant and which changes to request.
Enable the access you need
Connect through Waveline for ChatGPT or Waveline for Claude.
For configuration changes, grant Manage inbox settings. Your Waveline role and inbox access still apply. See Review permissions for the account check and other permission choices.
Start with a review
Ask the assistant to identify the inbox and read its current configuration before changing it. For example:
Review the Customer Support inbox’s hours and call flow. Tell me where calls go after hours without changing anything.
Review the response and name the exact inbox and change you want. Avoid ambiguous requests when personal and shared inboxes have similar names.
Change settings
With the required permissions, supported work includes inbox hours, recording and disclosure settings, primary numbers, ring order, call flows, and your default inbox and availability. Contact sharing also follows its required permissions.
For example:
Change Customer Support’s Friday hours to 9 AM–3 PM in the inbox’s current timezone. Keep the other days unchanged.
Ask the assistant to report what changed, then open the relevant Waveline settings to review the result. Reading or sending from an inbox does not automatically authorize configuration changes. A workspace Member needs the Manager role to change shared-inbox settings through the assistant, and changing an inbox’s primary phone number requires an Owner or Admin.
Save and publish call-flow changes
Saving a call-flow draft and publishing it are separate actions. Use a draft when you want to inspect routing before it affects callers.
Prepare a draft that sends Customer Support’s after-hours route to voicemail. Validate the draft and tell me what changed. Do not publish it yet.
Open the call-flow builder and review the draft, its connections, and any audio. When it is ready, publish it in Waveline or explicitly ask the assistant to publish that reviewed draft. Validation does not itself publish the flow. For the builder controls and illustrated steps, see Saving and Publishing Call Flows.
The assistant can also work with supported generated greeting/disclosure audio. Preview the resulting audio and confirm where it will be used before applying it to live routing.
Messages and saved replies
Sending messages requires its own permission and your authorization for the exact sending inbox, recipients, and text. The assistant can send eligible external messages or internal Waveline messages; internal group messaging is not external group SMS.
Save unsent reply suggestions lets an assistant prepare a private suggestion for you to review in an eligible direct SMS conversation. It does not grant sending permission. See Use a saved AI reply suggestion.
Background monitoring
Allow background monitoring permits supported event subscriptions, but enabling it does not start a monitoring task. Ask the assistant what it can monitor and explicitly request the inbox or contact and event you want it to watch.
The assistant host must support the requested background behavior. This permission alone does not create a scheduler or guarantee a future notification.
Limits and disconnecting
These tools do not place calls, generate new call transcripts, upload arbitrary message files, or send external group texts. Existing transcripts and summaries must already be available in Waveline.
Remove the connection in Settings → Integrations to revoke future access. Removing it does not undo completed changes or recall accepted messages. See AI Integration Access and Messaging for access, fees, and privacy details.
Troubleshooting
The assistant cannot change inbox settings
Check that the connection has Read inboxes and Manage inbox settings. A connection authorized without them does not gain them automatically; authorize a new connection and select the access you need.
For a shared inbox, a workspace Member needs the Manager role. Owners and Admins can manage only inboxes within their permitted access, and only Owners or Admins can change the primary phone number. Being a Viewer or Member of an inbox is not sufficient. If an action is still unavailable, review the setting in Waveline or ask someone with management access to make the change. See Inbox roles.
The assistant says the settings changed
Someone changed the inbox after the assistant read it. Ask the assistant to read the current settings again, review them, and then request the change again.
Callers still follow the old routing
A saved draft does not change live routing. Publish the reviewed draft in Waveline, or explicitly ask the assistant to publish it. For more information, see Saving and Publishing Call Flows.
The assistant cannot change hold music or upload my recording
Custom hold music and uploading your own recordings are not available through the assistant. Make those changes in Waveline. For more information, see Hold Music.
Background monitoring does not start
Ask the assistant to watch a specific inbox or contact and event. The connection must include Allow background monitoring and the matching read permission, and the assistant host must support background events. A connection authorized without monitoring needs to be authorized again.