Easily connect your ServiceAgent.ai account with Nutshell CRM to automatically log all your calls (completed and missed) as activities - with Call Summary, Action Items, and other caller details.

What This Integration Does

Once connected, every call handled through ServiceAgent - whether completed or missed - will be automatically logged in your Nutshell CRM under the appropriate contact or lead.

🔧 How to Set Up the Integration

Follow these simple steps to connect ServiceAgent.ai to your Nutshell CRM.

Step 1: Locate Your Nutshell API Key

1. Log into your Nutshell CRM account.

2. Click your profile icon → Settings → Connections → API Keys.

3. If an API key already exists - copy your API Key.
   
   

💡 Don’t have an API key yet? Click “Add API Key” in Nutshell and label it something like ServiceAgent Integration. Give "API access" Permission to this API key.

Step 2: Provide Your Email and API Key to ServiceAgent.ai

1. Go to your ServiceAgent.ai dashboard.

2. Navigate to Integrations → Nutshell CRM.

3. Paste your Nutshell Email and API Key into the form.

4. Click Connect.
   

✅ Once connected, you'll see a confirmation message and logging will begin automatically.

📈 What Happens Next?

From this point forward, all calls handled via ServiceAgent will be recorded in your Nutshell CRM:

• Logged as Activities under the appropriate contact/lead (based on the phone number match).

• Each call activity will include:

  • 📞 Customer Number

  • ☎️  Agent Name & Number

  • 📄 Call Type

  • 🕒 Call Duration

  • 📝 Call Summary

  • ✅ Action Items

  • 🔖 Tags

  • 🔁 Conversation Link

  • 📅 Call Timestamp
    
    

🛠️ Troubleshooting

Call logs not showing in Nutshell?

• Ensure your API key is valid and hasn’t expired.

• Check that the email used matches your Nutshell account.

• Make sure contact/lead phone numbers in Nutshell are in E.164 format (+1xxx...).

🙋 Need Help?

Contact our support team anytime at help@serviceagent.ai or via live chat on your dashboard.