Live data
/ Connect orders, bookings, and billing so the agent answers with what is true right now.
Why it matters
Static docs go stale. Live data pulls the real entity — order status, membership, room availability — when someone asks. The agent reads fresh facts. It does not guess.
Delegate plan
Live business data connectors are included on Delegate. Other plans can still answer from knowledge and manual data pushes via API.
What you can connect
| Type | Typical source | Example question |
|---|---|---|
| Order | Shopify, custom OMS | Where is order #1234? |
| Booking | PMS, calendar | Any rooms July 12–14? |
| Membership | Stripe, Polar | When does my trial end? |
| Class | Studio software | What classes are tomorrow? |
| Inventory | WMS | Is my size still in stock? |
Connect live data
- 1
Dashboard → Agents → Knowledge → Live data
- 2
Connect your source or webhook ingestion
- 3
Map entity types to your vertical
- 4
Run a training scenario to verify