What the Dixa integration does

Dixa is a support platform used by customer support teams to manage insights, conversations, support requests, and tasks. In Beam, agents can retrieve the relevant context, apply an approved rule, update the next record, and route unusual cases to a person. Use the current record as a research lead for this scenario: Connect AI agents with Dixa to streamline customer interactions across chat, email, and voice. Confirm the supported actions before enabling a workflow.

How Beam agents use Dixa

A workflow starts when a response or submission arrives. The agent checks insights, conversations, support requests, and tasks in Dixa, applies the workflow rule, performs the permitted update, and records the result. If required data or permissions are missing, the agent pauses and routes the case for review instead of guessing.

Example workflows

• When a response or submission arrives, a Beam agent reads insights, conversations, support requests, and tasks in Dixa, updates the next record, and routes exceptions to the responsible owner.

• When a workflow request arrives, a Beam agent retrieves insights, conversations, support requests, and tasks from Dixa, applies the agreed rule, and records the outcome for customer support teams.

Operational value

• A clearer handoff between Dixa and the systems around it.

• An auditable record of insights, conversations, support requests, and tasks and exception handling.

Before you build

Start with the product-specific scenario suggested by the current record: Connect AI agents with Dixa to streamline customer interactions across chat, email, and voice. Confirm the supported insights, conversations, support requests, and tasks, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: pause and route a case when required data or permissions are missing.