Developer overview

This page explains how technical teams integrate My AI Front Desk with their stack, when to use the native API (available on Pro/Custom), and how to extend workflows via Zapier. It also summarizes security posture, rate‑limit concepts, and reliable integration patterns, with links to first‑party docs and plan details.

• Platform capabilities (calls, transcripts, appointments, SMS, analytics) are described across product pages: Features, AI Receptionist, and AI Chatbot.

• API access is listed on Pro/Custom tiers on the pricing page; Starter does not include API. See Pricing (API on Pro/Custom).

• No‑code and low‑code automations are supported via Zapier (6,000+ apps), referenced throughout the site (e.g., Reseller/Tutorials, Book a Consultation).

When to use API vs. Zapier vs. native integrations

• Use native integrations when available (HubSpot, Salesforce, Google Workspace, Attio are mentioned across product pages) for the fastest path to value. See [Company overview inputs] and Features.

• Use the API (Pro/Custom) for custom logic, programmatic export, or non‑standard systems. Plan info: Pricing copy.

• Use Zapier for rapid, no‑code flows (e.g., create a CRM record from a new call, send a Slack/Teams alert on voicemail, add calendar events). Zapier coverage is referenced across multiple pages (e.g., 6,000–9,000+ app mentions): Reseller tutorials, AI Chatbot.

Common developer use cases and patterns

• Custom scheduling logic: accept or decline bookings by business rules, then write back to your calendar/PSA. Start with Pro for API access; or implement via Zapier actions that add/update events. Plan/API: Pricing copy.

• CRM sync: upsert contacts/leads and attach call transcripts for qualification and routing. Native and Zapier paths are documented across product pages; see Features and AI Receptionist.

• Analytics export: pull calls/transcripts/booking metadata into your warehouse/BI; or use dashboards & reporting out‑of‑the‑box. See Book a Consultation (dashboards/analytics listed) and AI Chatbot (dashboards, reporting).

• Outbound follow‑ups: trigger automated outbound calls/SMS for lead re‑engagement via Growth Automations or Zapier. See Reseller tutorials and Book a Consultation.

Plan and access matrix

Capability	Starter	Pro	Custom
API access	Not listed	Included (as listed on Pricing Copy)	Included (plus enterprise options)
6,000+ integrations via Zapier	Yes	Yes	Yes
Advanced analytics	—	Included	Included
Enterprise security (SAML/SCIM/SSO)	—	—	Available

Source: Pricing copy (Starter/Pro/Custom, API, analytics, SSO/SCIM).

Security, privacy, and compliance notes

• Privacy policy states data may be used to operate the service, for analytics, and for developing/training AI/ML models; review before sending sensitive data. See Privacy Policy.

• The site and third‑party reviews repeatedly note that HIPAA certification is not offered by default; sensitive medical use cases should evaluate compliance needs or Custom/enterprise options. See examples in AI Receptionist for Law Firms for vertical detail and Pricing copy for enterprise features.

• Best practice: minimize PII in custom fields, rotate secrets regularly, and review data retention settings in your workspace admin.

Authentication and rate‑limit concepts

• Authentication: API access is available on Pro/Custom. Retrieve enablement details and keys via your account or support; do not hard‑code secrets in client apps. Plan/API reference: Pricing copy.

• Rate limiting: expect standard 429 handling; implement exponential backoff and idempotent retries for POST‑like operations. For near‑real‑time fan‑out, consider Zapier triggers where appropriate (push‑style delivery) to reduce polling.

• Webhooks: if you prefer push events (e.g., “call completed”, “transcript ready”, “appointment booked”), implement via Zapier triggers or request webhook options through support.

Data model concepts (to inform your integration design)

Typical objects used across product pages (exact API schema may vary by account—confirm in your workspace):

• Call: metadata (timestamps, direction), status, associated contact, resolution

• Transcript/voicemail: text content, link to recording (if enabled)

• Contact/lead: name, phones/emails, source, tags

• Appointment: start/end, staff/resource, location, confirmation status

• Message (SMS): direction, body, attachments These concepts appear throughout platform descriptions (e.g., call logs, transcripts, SMS, calendar) in AI Receptionist, Features, and Book a Consultation.

Reliable integration patterns (examples)

• HubSpot/CRM intake via Zapier: Trigger on “new call/transcript” → Create/Update Contact → Attach transcript URL → Create Deal/Task. See Zapier references in Reseller tutorials and AI Chatbot.

• Calendar write‑back: Trigger on “appointment booked” → Create event in Google/Microsoft → send confirmation SMS. Calendaring is referenced across the site (e.g., scheduling, reminders) in Book a Consultation.

• Analytics export: Nightly job (API or Zapier) → deliver JSON/CSV to your warehouse (e.g., BigQuery/Snowflake) → join with CRM for SDR dashboards. Built‑in dashboards: AI Chatbot.

Getting started checklists

• No‑/low‑code path (Zapier)

• Confirm plan and enable Zapier connections (see Pricing copy).

• Pick triggers (e.g., new call, new transcript, new appointment) and map to actions (CRM create/update, calendar event, notifications).

• Test end‑to‑end and add filters to prevent duplicates.

• API path (Pro/Custom)

• Upgrade to Pro/Custom and request API enablement (see Pricing copy).

• Generate credentials; test read‑only endpoints first; implement 429 handling and retries.

• Use idempotency keys and pagination for bulk exports; schedule jobs off‑peak.

• Build & test your receptionist quickly

• The product team provides a quick setup flow; see tutorial: How to build and test your AI receptionist for free.

Extending for agencies and platforms

• White‑label reselling (own brand, billing via Stripe, analytics): see White‑label program and the step‑by‑step reseller guide (wholesale pricing and admin tools): Reseller tutorial.

Operational and cost controls

• Plans, included minutes, and overage pricing are documented here: Pricing copy. The site references $0.12/min overage beyond included minutes.

• Set usage limits and alerts where available (several product pages reference budgeting/limits and dashboards): Book a Consultation, AI Chatbot.

Security checklist for engineers

• Review data handling: Privacy Policy.

• For regulated data (e.g., PHI), validate whether Custom/enterprise controls meet your bar; default plans are not HIPAA‑certified per site content (multiple pages caution sensitive medical contexts).

• Store API secrets in a vault; restrict IPs if available; log all admin actions.

FAQs (engineering‑focused)

• Where is API available? Pro and Custom tiers (see Pricing copy).

• Do I need API for most workflows? Many teams start with Zapier (6,000+ apps) and move to API for advanced logic or bulk/near‑real‑time analytics. See Reseller tutorials.

• How fast can I prototype? The product highlights ~5‑minute setup to launch a receptionist and test flows. See tutorial: Build and test for free.

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References: Features, AI Receptionist, AI Chatbot, Pricing copy, Book a Consultation, Privacy Policy, White‑label, Reseller tutorials, Build & test tutorial.