Connecting lets Edesy CRM place calls with the agents in your Edesy voice agent workspace. You connect once per CRM organization. It takes about five minutes and no code.
1. Create an API key in the voice agent app#
- Sign in to voice-agent.edesy.in.
- Go to Settings → API Keys and create a key. Name it something you'll recognise, such as
Edesy CRM. - Give it these scopes:
agents:read, so the CRM can list your agentscalls:readandcalls:write, so the CRM can place calls
- Copy the key. It starts with
vp_live_and is shown only once.
Treat the key like a password. Anyone who has it can place calls from your workspace. More on keys and scopes: Authentication and scopes.
2. Paste it into Edesy CRM#
You need to be an admin of the CRM organization.
- Sign in to crm.edesy.in.
- Go to Settings → Integrations and open Voice Agent.
- Fill in:
| Field | Value |
|---|---|
| API Endpoint | https://voice-agent.edesy.in |
| API Key | The vp_live_... key from step 1 |
| Default Agent ID | Optional. The agent to preselect when you start a call |
- Save. The CRM tests the key before saving it, so a wrong key or a key without
agents:readis rejected straight away instead of failing on your first call.
You don't need a workspace ID. The key already says which voice agent workspace it belongs to.
3. Check it#
Open any contact that has a phone number and go to Make Call on its call history. The Select Agent list should show your voice agents. See Call a lead.
What connecting with a key doesn't do#
A key lets the CRM place calls. On its own it doesn't send call results back, so the disposition, summary and recording won't appear on the contact automatically. The one-click connect below sets up both directions.
One-click connect (coming soon)#
We're rolling out a one-click connect that sets everything up without copying a key:
- In the voice agent app, open Integrations, find Edesy CRM, turn it on and click Open CRM.
- Edesy CRM opens a Connect Vani page that names your voice agent workspace. Check that you're signed in to the right CRM workspace, then click Connect Vani.
That creates the API key for you, sends every call's result back to the contact, and also sends leads captured by your voice agents into CRM Contacts. When it's live, Settings → Integrations → Voice Agent shows it as connected. The connect link works once and expires after 10 minutes, so start again from Open CRM if you wait too long.
If one-click connect fails#
The CRM shows one of these messages:
| Message | What it means | What to do |
|---|---|---|
| Only a workspace admin can connect Vani. Ask an admin to click “Open CRM” in Vani. | You aren't an admin of this CRM workspace | Ask an admin to connect, or ask them to make you an admin |
| That Vani link was made for a different account. Sign in with the same email you use in Vani and try again. | You're signed in to the CRM with a different email from the voice agent app | Sign out of the CRM, sign in with the same email, and click Open CRM again |
| The connect link expired. Click “Open CRM” in Vani again. | More than 10 minutes passed | Click Open CRM again |
| That connect link was already used. If Voice Agent shows as connected under Settings → Integrations, you’re done; otherwise click “Open CRM” in Vani again. | The link was used once already, often by a double click | Check Settings → Integrations → Voice Agent |
| Couldn’t reach Vani to finish connecting. Click “Open CRM” in Vani again in a minute. | A temporary network problem | Wait a minute and try again |
| Couldn’t finish connecting Vani. Click “Open CRM” in Vani again — if it keeps failing, contact support. | Something else went wrong on our side | Try again; contact support if it repeats |
| Couldn’t connect Vani: the link wasn’t accepted. Please contact support. | The link was damaged or isn't valid | Click Open CRM again; contact support if it repeats |
Notes#
- One CRM organization connects to one voice agent workspace.
- To disconnect, revoke the key in the voice agent app under Settings → API Keys. The CRM can no longer place calls straight away.
- Calls cost the same as any other call from your voice agent workspace and are billed there. See voice agent pricing.