Define the source of truth
Every workflow needs one system that owns customers, jobs, appointments, or tickets.
- CRM for lead and customer records
- Calendar for booking windows and ownership
- Ticketing system for support or maintenance issues
Developer docs
Developer docs for phone workflow launches
Plan the technical contract before the first live call: events, fields, retry behavior, destination systems, and review ownership.
Technical example
Launch checklist
workflow: appointment_booking
source_of_truth: hubspot
calendar: google_calendar
fallback: human_transfer
required_fields:
- caller_name
- phone_number
- intent
- preferred_time
- urgency
review_owner: operationsBest buyer
Ops or technical owner preparing a first integration
Primary risk
Unclear field ownership or destination permissions
Havio advantage
Workflow-first contract instead of raw voice events
Map read and write permissions
Havio only reads the data needed to answer, qualify, book, route, and summarize the call.
- Approved service and policy knowledge
- Required destination fields
- Create, update, duplicate, and failed-write behavior
Access and environment boundaries
Treat Havio integrations as scoped production connections rather than broad workspace access.
- Separate test and production destinations where the customer system supports it
- Use least-privilege OAuth or destination credentials
- Keep API keys, signing secrets, and private tokens out of support tickets and payloads
Design review ownership
A technical integration is incomplete unless someone reviews failed writes and unresolved outcomes.
- Failed webhook queue owner
- Duplicate record resolution
- Weekly transcript and missed-intent review
Related developer paths
Keep the workflow contract connected.
Technical pages work best when they point back to the operational buyer questions: source of truth, fallback, billing, security, and review.