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Integrate Windsor.ai with your AI CRM

Windsor.ai connects marketing and business data sources for analytics, reporting, account management, and supported write actions.

Explore Triggers and Actions

List Co-User Linked Accounts

List source accounts connected through Windsor.ai co-user authorization links, optionally filtered to one connector, without exposing link access tokens.

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List Connector Actions

Discover Windsor.ai write-action IDs and parameter schemas without executing them. Use 'all' to inspect the currently bounded cross-connector catalog.

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List Connector Fields

List queryable field IDs for one specific Windsor.ai connector. This tool rejects connector='all' because that response is unbounded and very large.

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List Connector Options

List connector-specific query options for one connected Windsor.ai source. Returns a clear error when the source is not connected.

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List Connectors

List Windsor.ai connector IDs that can be used with discovery, data-query, and account-connection tools.

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Query Connector Data

Query a selected Windsor.ai connector, or 'all' for blended data, using explicit fields and bounded JSON output. Use connector discovery tools first when field or option IDs are unknown.

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How the Windsor.ai integration works

The Windsor.ai integration connects your Dench AI CRM directly to Windsor.ai, so agents can read and act on your Windsor.ai data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

6 actions are available for agents to invoke on your behalf. Every call runs through Windsor.ai's own authorization, scoped to the account you connect.

Set up Windsor.ai in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Windsor.ai and click Connect — you'll authorize access through Windsor.ai's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Windsor.ai in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Windsor.ai integration work with Dench?

The Dench Windsor.ai integration connects your AI CRM to Windsor.ai, so AI agents can work with your Windsor.ai data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Windsor.ai via Dench?

The Windsor.ai integration currently exposes 6 actions, including List Co-User Linked Accounts, List Connector Actions, List Connector Fields, List Connector Options, List Connectors, and Query Connector Data. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Windsor.ai to Dench?

No. You connect Windsor.ai from your Dench workspace using Windsor.ai's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Windsor.ai integration secure?

Connections are authorized through Windsor.ai's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Windsor.ai connection from your workspace settings at any time.

Windsor.ai | Dench AI CRM