Plugins
Every connection to an outside system is a plugin. That keeps the core small and means a plugin you write has exactly the same powers as one RolChat ships.
Three kinds of plugin
Section titled “Three kinds of plugin”| Kind | Purpose | Examples |
|---|---|---|
| Integration | Enrich contact and company cards with data from your system, sync records both ways, react to RolChat events | HubSpot, Salesforce, Zapier, Segment, Shifton, custom |
| Provider adapter | Connect a telephony or messaging provider and translate its format into RolChat events | Twilio, Telnyx, Bandwidth and the rest of the phone marketplace; SendGrid for e-mail |
| AI adapter | Connect an AI vendor on your own key | OpenAI, Anthropic and the other seven in the catalogue |
Managing plugins
Section titled “Managing plugins”Settings → Plugins shows connected plugins, the catalogue, the event log and your RolChat API keys. Owners and Admins connect, configure, pause and remove plugins and rotate secrets; everyone sees plugin data on the cards it enriches.
Connecting a plugin asks for the scopes it needs (for example contacts:read, contacts:write, deals:write), shows the estimated monthly cost for AI adapters, and issues a webhook secret once. Each plugin has a settings page with its configuration, a Run sync now button, the sync schedule (a cron expression and time zone; manual runs are limited to one per five minutes) and a webhook log with deliveries, retries and dead letters.
What a plugin can do
Section titled “What a plugin can do”- Receive events from RolChat at its HTTPS endpoint, signed as described in Webhooks: conversations, messages, contacts, tickets, meetings and more.
- Send events into RolChat: update a contact’s or company’s plugin data, create contacts, tell RolChat an agent is unavailable so bookings are reassigned.
- Enrich cards: data a plugin sends appears read-only in a labelled section on the contact and company card and is available to automation conditions.
- Call the API with an API key scoped to what it needs.
Building your own
Section titled “Building your own”The protocol, endpoints and manifest are on Build a plugin.
Catalogue
Section titled “Catalogue”| Plugin | Category |
|---|---|
| HubSpot CRM | CRM |
| Salesforce CRM | CRM (beta) |
| SendGrid | Channel |
| OpenAI adapter | AI |
| Anthropic adapter | AI |
| Zapier webhooks | Automation |
| Segment events | Analytics |
| Shifton WFM | Workforce |
| Shifton schedule sync | Workforce |