To use Portfolio Optimizer integration in Ayudo, add the Portfolio Optimizer node to your workflow. Authenticate using an API key available in Portfolio Optimizer's settings. Perform actions like creating support tickets from Portfolio Optimizer events, syncing customer data, sending automated responses, and triggering AI agent conversations. Once connected, your AI agents can automatically handle Portfolio Optimizer data in support conversations.

You'll need an API key, which can be found in Portfolio Optimizer's settings under 'API Access'. Ensure permissions for reading portfolio data, creating events, and managing customer interactions are granted. Admin access may be required. Ensure your credentials have access to customer interaction data for full support automation capabilities.

Yes! Portfolio Optimizer works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value Portfolio Optimizer event occurs, create a Zendesk ticket, notify the team via Slack, and have an AI agent reach out proactively. These workflows enhance your support operations and improve customer engagement.

Common use cases include auto-creating support tickets from Portfolio Optimizer events, syncing customer data between Portfolio Optimizer and support tools, triggering AI agent responses based on Portfolio Optimizer activities, sending proactive support messages via voice/text agents, and updating Portfolio Optimizer records after support conversations.

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making Portfolio Optimizer automation cost-effective as your support volume scales.