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Scheduling integration

Workiz integration for AI agents

Insiro connects AI agents to Workiz so they can act in it under your rules. Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. Use it to streamline dispatch, invoicing, and mobile team coordination for service businesses. Every Workiz action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Workiz?

With Insiro, agents can book meetings and send briefs, reschedule when conflicts appear, prepare attendees with context before a call and log meetings against the CRM record, all inside the permissions you set for Workiz.

  • Book meetings and send briefs.
  • Reschedule when conflicts appear.
  • Prepare attendees with context before a call.
  • Log meetings against the CRM record.

A journey through Insiro

Workiz logo WorkizInsiroSalesforce

Example: Workiz → Insiro → Salesforce to book the call and log it on the account. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Workiz

Can Insiro AI agents use Workiz?

Yes. Insiro connects AI agents to Workiz through its governed MCP gateway. Agents can book meetings and send briefs and reschedule when conflicts appear using each person's own Workiz access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Workiz?

Workiz connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Workiz read-only for agents?

Yes. In Insiro Governance, set Workiz to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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