Communication Channels
Lucidis works across the channels your team already uses:
- Email - Process inbound emails and send responses
- Chat - Integrate with Slack, Teams, Intercom, and custom chat platforms
- SMS - Handle text message conversations
- Voice - Process phone calls (with transcription)
- Web Forms - Respond to form submissions
- APIs - Accept requests programmatically
Data Connections
Connect Lucidis to your business systems:
CRM & Customer Data
- Salesforce, HubSpot, Zendesk
- Custom CRM systems
- Customer databases
Databases
- PostgreSQL, MySQL, SQL Server
- MongoDB and other NoSQL databases
- Data warehouses (Snowflake, BigQuery)
Business Tools
- Google Sheets and Excel
- Airtable
- Internal APIs and microservices
Documentation
- Confluence, Notion, Google Docs
- Internal wikis and knowledge bases
- Policy documents and procedures
Actions & Automations
Read Actions
- Query customer information
- Look up order status
- Check inventory levels
- Retrieve account details
- Search knowledge bases
Write Actions
- Update customer records
- Create support tickets
- Send notifications
- Schedule appointments
- Process refunds (with appropriate approvals)
Workflow Triggers
- Route to specific teams
- Escalate based on criteria
- Create tasks in project management tools
- Update dashboards and reports
- Trigger webhooks to other systems
Automation Rules
Configure when and how Lucidis operates:
- Business hours - Operate 24/7 or during specific hours
- Routing rules - Direct specific request types to humans
- Approval thresholds - Require human approval for high-value actions
- Confidence levels - Route uncertain requests to humans
- Custom logic - Build complex conditional workflows