Integration

🔗 Phase 3: RAIA INTEGRATION — Practical Implementation Guide

Goal: Connect the AI Agent to your business systems and automate workflows Who’s Involved:

• n8n Workflow Developer (Primary)

• RAIA Agent Engineer (Support)

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🔍 Step 1: Integration Planning & Mapping

Time: ~8–12 hours Owner: Workflow Dev

Checklist:

• Map user journeys and identify integration points (e.g. CRM, chat, ticketing)

• List systems to connect (Salesforce, Slack, Email, SMS, API endpoints)

• Define success criteria (e.g. lead routed, ticket created)

• Document system APIs, access needs, and auth methods

Deliverables:

• Integration architecture diagram

• List of required APIs and credentials

• Risk mitigation plan

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⚙️ Step 2: Connect CRM (Salesforce, HubSpot)

Time: ~12–16 hours Owner: Workflow Dev

Checklist:

• Use RAIA API or Webhook triggers to initiate CRM lookups/updates

• In n8n, create workflows to:

  • Fetch/update contact records

  • Attach conversation logs to leads

  • Create tasks or tickets

• Implement error handling + API retry logic

Tip: Use n8n built-in Salesforce/HubSpot nodes to simplify integration.

Deliverables:

• Working CRM sync workflows in n8n

• Test log with sample leads

• Data mapping doc (Agent → CRM)

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💬 Step 3: Enable Communication Channels

Time: ~10–14 hours Owner: Workflow Dev

Checklist:

• Configure communication channels in RAIA: Chat, Email, SMS, Slack

• Set up incoming/outgoing webhooks for:

  • Slack (Bot or webhook URL)

  • Email (SMTP/IMAP)

  • SMS (Twilio or similar)

• Format responses per channel (e.g. markdown for email, blocks for Slack)

Deliverables:

• Working multi-channel messaging setup

• Channel-specific formatting logic

• Message logs and test results

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🧩 Step 4: Build Automations with n8n

Time: ~14–18 hours Owner: Workflow Dev

Checklist:

• Use RAIA webhooks to trigger automations (e.g., lead qualifies → webhook → n8n)

• In n8n, create:

  • Lead routing

  • Ticket creation

  • Appointment scheduling

  • Notifications and alerts

• Use IF, Switch, Function nodes for decision logic

• Add logging + retry nodes

Deliverables:

• n8n workflows for all critical processes

• Automation documentation

• Sample test cases

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🔐 Step 5: Secure APIs & Credentials

Time: ~8–10 hours Owner: Workflow Dev

Checklist:

• Use OAuth2 / API Keys for RAIA, CRM, Slack, etc.

• Store credentials in n8n Credential Manager

• Apply rate limiting and retry strategies

• Set up access logging and alerts

Deliverables:

• Credential storage audit

• Auth test report

• Security checklist completed

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🧪 Step 6: Validate Integrations

Time: ~6–8 hours Owner: Workflow Dev

Checklist:

• Test every data flow end-to-end

• Simulate failure scenarios (expired token, rate limits)

• Confirm response time < 2 sec for key actions

• Perform UAT (User Acceptance Testing)

Deliverables:

• Integration validation report

• Load/performance benchmarks

• UAT sign-off from stakeholders

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📘 Step 7: Document + Handoff

Time: ~4 hours Owner: Workflow Dev

Checklist:

• Document:

  • APIs used

  • Auth flows

  • Workflow logic (in diagrams or n8n export)

• Add error handling, monitoring, and recovery steps

• Handoff to testing/maintenance team with access and notes

Deliverables:

• Integration handbook

• Maintenance plan + contacts

• Handoff checklist completed

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