To use Wealthbox integration in Ayudo, add the Wealthbox node to your workflow. Authenticate using your Wealthbox API key. You can create support tickets from Wealthbox events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Wealthbox data in support conversations.

You will need a Wealthbox API key, which can be found in Wealthbox's settings under API Access. Ensure you have permissions for data read and write access, and administrative access may be required. Ensure your credentials have access to client data for full support automation capabilities.

Yes! Wealthbox works seamlessly with Zendesk, Intercom, Slack, and Gmail. For example, when a high-value Wealthbox event occurs → create a Zendesk ticket → notify your team via Slack → have an AI agent reach out proactively. These integrations ensure your support workflows are efficient and responsive.

Common use cases include auto-creating support tickets from Wealthbox events, syncing customer data between Wealthbox and support tools, triggering AI agent responses based on Wealthbox activities, sending proactive support messages via voice/text agents, and updating Wealthbox 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 Wealthbox automation cost-effective as your support volume scales.