Managed
Dashboard-managed connection
Recommended route
What it does
Each completed call finds the caller by exact phone, creates or updates the Ascora customer when needed, and attaches the call summary as a customer note.
Before you start
Enter the Ascora API key for the account where completed-call customers and notes should land.
What it does not do
This connection writes customer records and notes only. It does not create a job, assign staff, reserve an appointment, send a message, or collect payment.
Set it up
- Sign in to First AI Employee and open Integrations.
- Enter the Ascora API key for the account where completed-call customers and notes should land.
- Return to First AI Employee. The connected account is now used automatically for this integration.
- Complete one non-production call and confirm the expected result appears exactly once in Ascora.