# OneBox

Connect OneBox so the agent finds customers, creates processes and logs calls

> Full REST + WebSocket API reference: https://api.happ.tools/reference

OneBox is a CRM/ERP for sales and orders. Connected, the agent finds the customer and their latest process by phone, creates processes (orders or leads), syncs the catalog and logs calls.

## Before you start [#before-you-start]

* **The 'API v2' and 'API' apps** installed from the OneBox app store.
* **A dedicated employee** for the agent — OneBox keeps one API session per user, and the session takes one user licence. Generate the employee's key on the **API v2 keys** page.

## Connect [#connect]

1. **Integrations** > **Add Integration** > **OneBox**.
2. Fill in the OneBox address, the employee login and the REST API password, then click **Connect**.

| Field             | Value                                        |
| ----------------- | -------------------------------------------- |
| OneBox address    | e.g. `mybox.crm-onebox.com`                  |
| Employee login    | Login of the dedicated API employee          |
| REST API password | The employee's key from the API v2 keys page |

## After connecting [#after-connecting]

The card shows the login and your OneBox address.

**I agree that Happ receives and stores this CRM's data** — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.

The card's menu also has **CRM call triggers**, **Copy webhook URL**, **Rotate webhook** and **Webhook logs** — for calls started by CRM events.

What the agent may do is set per agent: **Agents** > the agent > **Integrations** > the integration's settings.

* **Customer search** — find the customer by phone mid-conversation
* **Create processes** — with business process and status (required)
* **Catalog** — search products while answering
* **Log calls** — write each call into the CRM, optionally with the full transcript

**API:** [api.happ.tools/reference](https://api.happ.tools/reference)

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/agents/tools) — what the agent calls mid-conversation