Maxxo.ai integration
Maxxo.ai now integrates directly with CareHQ, automatically syncing care enquiries, home visit requests and follow-up actions. This keeps your team up to date and removes the need to manually transfer information between systems.
Maxxo.ai is an AI-native enquiry management system built for the Care Sector that handles telephone, email and website enquiries automatically, helping ensure you never miss an opportunity, regardless of when it arrives.
The integration has been developed to take full advantage of the CareHQ API. As well as synchronising care enquiry details, it can also create home visit requests and follow-up actions in CareHQ, helping your team manage enquiries efficiently from initial contact through to admission.
Setting up your integration
If you're already using Maxxo.ai, setting up the integration is straightforward.
The first step is to create an API key within your CareHQ account. We recommend naming your API key Maxxo.ai (or something similar) so that you can easily identify its purpose.
Next, set the Allowed IP addresses field to include the following IP addresses:
- 54.195.3.54
- 54.217.142.99
You'll also need to grant the following permissions to the API key:
| Data type | Permissions |
|---|---|
| Actions | Create |
| Bookings | Read |
| Care enquiries | Create, Read |
| Comments | Create, Read |
| Groups | Read |
| Home visits | Create |
| Locations | Read |
Once you've configured the permissions, select Save to create the API key. You'll then be presented with a dialog containing your new API credentials.
Make a note of the following details, as you'll need to share them securely with Maxxo.ai:
- Account Id
- API key
- API secret
A note on security: We don't recommend sending sensitive API credentials by email. Instead, consider using a secure, one-time sharing service such as OneTimeSecret.com to share the credentials with Maxxo.ai.
Along with the API key credentials you'll also need to send Maxxo.ai:
- The Id for each of your locations (when you view a location this is displayed top-right, under the name Location Id).
-
The sales channel you want to assign to care enquiries that are received from Maxxo.ai. It's good practice to allocate a dedicated sales channel group for this purpose. To add a new sales channel:
- Go to Account.
- Select the Groups tab.
- Select Sales channels from the Group type drop-down (top-left).
- Select the Add button.
- The group Id can be seen at the bottom of the page when you select a group from the list.
Summing up
Once the integration is in place, care enquiries received through Maxxo.ai will automatically sync to CareHQ, along with home visit requests and other follow-up actions.
This removes the need for manual data entry, saving time, reducing the risk of errors and helping ensure your team has the information it needs to respond promptly to prospective residents and their families.
On a personal note, the team behind Maxxo.ai, Simon Parker and Josh Carter, are both great to work with. We've been really impressed by the integration they've developed for CareHQ and the hands-on support they've provided to clients throughout the rollout.
If you're using CareHQ and looking for an AI-powered solution to manage enquiries across telephone, email and your website, Maxxo.ai could be a very good fit.
Visit Maxxo.ai to find out more.