SAGEiFY GoTo Connect Integration

Overview

Supercharge your customer interactions with SAGEiFY’s seamless integration for GoTo. Our AI-driven platform automatically transcribes GoTo Connect calls, transforming untapped raw data into actionable intelligence. SAGEiFY also includes a built-in CRM-lite solution to track every interaction, assign follow-up tasks, and maintain customer records—all in one place. Managers gain a comprehensive overview with real-time performance dashboards, KPI tracking, and incident monitoring, enabling them to quickly identify improvement opportunities and drive team efficiency. Additionally, SAGEiFY centralizes your organization’s documentation and policies into an easily searchable knowledge base, while live AI coaching assists both new and experienced staff with accurate, on-the-spot guidance. The result: faster responses, fewer errors, and a consistently outstanding customer experience.

Key Features:

Call Smart Search
Stop manually sifting through call recordings. SAGEiFY automatically converts GoTo Connect conversations into searchable transcripts, letting you locate specific details and “chat” with the transcript using natural language.
AI Metadata Enrichment
Auto-tag conversations with relevant labels (e.g., complaints, new leads) while tracking agent performance, resolution rates, and customer satisfaction—giving you the real-time insights you need to optimize operations.
Organization Search Engine
Build a centralized knowledge base by uploading your team’s documents, policies, and guidelines. SAGEiFY indexes this content so users can find exactly what they need by asking simple, natural language queries.
Actionable Insights & CRM
Get smart follow-up recommendations, attach tasks to customer records, and leverage intuitive CRM-like features to keep everything organized in one place—ensuring no detail slips through the cracks.
Unified Workflow
Combine call logs, emails, documents, contracts, and customer interactions into a single, searchable platform. Say goodbye to fragmented data and hello to a streamlined process your entire team will appreciate.
Coming Soon: Live Assistant
Empower your staff with real-time coaching and Q&A during calls. Our AI references your internal best practices and historical data to guide even the newest team members through technical questions with confidence, fostering consistent, high-quality service every time.

How To Install

Obtain Sageify Credentials

Contact SAGEiFY at hello@sageify.co or sign up at www.sageify.co to receive your team account credentials.
Select the members of your team whose calls need to be transcribed. They should all use the same email address as the one used for GoTo

Connect to your GoTo Account

From the SAGEiFY’s Team Admin account, navigate to the VoiP sync and select GoTo.

Sync & Extract Data

Once authorized, SAGEiFY will automatically retrieve new call recordings from GoTo Connect, transcribe them, and enrich them with AI-powered insights.