Integrate eoovi consult with your favorite apps

Common automations include creating CRM contacts from bookings, scheduling sessions, storing recordings with retention tags, generating invoices tied to archived sessions, producing transcripts and summaries, and delivering case‑ready exports to legal or claims systems.

Yes. Automations store recordings in eoovi's long‑term storage and can add retention policies, access controls and audit logs. viaSocket workflows only move links and metadata as configured—your team keeps control over retention and access rules for legal and indemnity needs.

Yes. viaSocket can add optional AI steps after a recording is archived—produce machine transcripts, redact sensitive fields, summarize sessions, and attach results to client records. These AI‑enabled automations run only on recordings you authorize.

Most standard workflows (intake → record → archive → invoice) can be set up in hours, not weeks. viaSocket provides prebuilt templates and a guided setup so non‑technical teams can launch reliable automations quickly.