# Agent integrations

> Connect agent operations with your account's records and services.

## Your operating connections

The **Integraciones** panel links to:

| Area | What to review |
| --- | --- |
| **CRM de Sidemex** | Leads and call results linked to a contact. |
| **Resultados, citas y WhatsApp** | Requests, appointment confirmation, and team alerts. |
| **Telefonía Cloud** | PBX extensions, ring groups, numbers, and schedules. |
| **Conexiones externas** | Services connected to your account and their status. |

Call history and results are recorded in Sidemex. For external services, review **Conexiones** and the requirements displayed by the feature you want to use.

## Check a connection

1. Open **Conexiones** from the dashboard.
2. Review the service and its status.
3. Complete setup using the panel's controls.
4. Return to the agent and check feature availability.
5. Run a test and review its result.

A saved connection does not replace a test. If it remains pending or disconnected, see [Troubleshooting](https://docs.sidemex.app/en/agents/troubleshooting/).

## WhatsApp: choose the task

**Team alerts** are linked in **Resultados y citas**. The recipient verifies the number and chooses notification types.

**Conversation with SDMX** is linked from the creative workspace when available. It has separate authorization.

**Customer reservation messages** require customer consent and the corresponding connection. Adding contact information in **Mi negocio** does not configure these flows.

## External actions

Publishing a version does not automatically enable sending, payments, recordings, or custom actions. Check each feature's availability and review any required approval before execution.

[Configure alerts →](https://docs.sidemex.app/en/agents/results/) · [Use SDMX →](https://docs.sidemex.app/en/agents/sdmx/)

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https://docs.sidemex.app/en/agents/integrations/