The adapter family · Learn it in 5 minutes

CRM integrations · foundation · 12 min full read

The technical requirements list Plus adapters for Agent Desktop Toolkit, Epic, Microsoft Dynamics 365, NetSuite, Oracle, Salesforce, ServiceNow, and Zendesk. They use HTTPS and Secure WebSocket. The desktop page says a pre-built adapter and Plus share the same underlying technology, and that a CRM SDK exists when you bring your own CRM.

Name the adapter, the SDK, or the connector
Keep WSS in the design

The product API page also names Web Connectors. A connector that pops a URL is not the same object as a full Plus adapter. Say which one you deployed.

Sources and go deeper

Web adapter requirements. vendor. last checked 2026-10.
Agent Desktop. vendor. last checked 2026-10.
APIs and SDKs. vendor. last checked 2026-10.
Technical requirements PDF. vendor. last checked 2026-10. Fetched for this lab in October 2026. Re-read before you buy hardware or open a firewall.
RFC 6455, The WebSocket Protocol. rfc. last checked 2026-10.