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Callivox can be connected to an AI assistant — the kind you run as a desktop or web AI client — so you can ask it questions about your workspace in plain language and have it act on the answers. It uses MCP (Model Context Protocol), the standard way AI clients connect to outside systems.

Settings → AI Connections holds your workspace's MCP server URL and every AI client connected to it.

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What it is for

Once connected, your AI assistant can answer questions that would otherwise mean clicking through several pages:
  • “How many conversations came in on WhatsApp this week?”
  • “Which of my AI agents are turned off?”
  • “What’s my credit balance, and what did we spend it on?”
  • “Summarise the last conversation with this customer.”
  • “Create a support agent for the web widget with these instructions.”
It reads live data from your own workspace only. It never sees another Callivox customer’s data.

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Where to find it

Go to Settings → AI Connections. The page holds two cards:

MCP server URL

Your workspace’s address. Copy it and paste it into your AI client — the client then walks you through sign-in and consent.

Connected AI clients

Every client that has been granted access, what it was allowed to do, when it connected and when it was last used — with a Revoke button on each.
The page is Admin only, and it appears only on plans that include AI features. If you do not see it, check your role and your plan.

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How access is controlled

Access is granted per client, and per scope. A scope is one category of access — reading conversations, reading channels, managing agents, and so on. When a client connects, Callivox shows you a consent screen listing exactly what it is asking for, and you approve or deny it. Two rules matter:
  • Admins can grant every scope. Members can only grant “Read conversations.” Anything else a client asks a Member for is shown locked, marked admin only, and is not granted.
  • A connection can be revoked at any time, from the same page, and access stops immediately.
Tools and scopes lists each scope and everything it unlocks.
With the Create & manage AI agents scope granted, the assistant’s changes are real and take effect on your live configuration straight away — including deleting an agent. Grant that scope only to a client you trust, and be specific about what you ask it to change.

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Next steps

Connecting an AI client

The end-to-end setup, from copying the URL to approving the consent screen.

Tools and scopes

Every scope, who can grant it, and what the assistant can do with it.