Start with an event
A missed call, message, call outcome, or recording event can begin a clearly scoped workflow.
Integrations & Automation
Calls and messages should create useful work, not more data entry.
When a business system provides usable API documentation and authorized access, Heritage can evaluate, build, and maintain an integration. Published status should describe how the integration is actually delivered.
In developmentWe’re preparing the detailed version of this page.
The essentials are here now. More examples, product detail, and supporting resources will be added as they are verified.
What this page will cover
A useful preview while the full resource takes shape.
Create useful action
Log an activity, open a task, notify a team, or update an authorized business record.
Respect access boundaries
Credentials, permissions, API limits, error handling, and ownership are part of the implementation.
Price the maintained service
Standard supported integrations use a recurring service model; exact pricing requires approval.