Every RAG source DMtoLead supports today, what credentials each needs, and what the AI can do with it.
A data source gives DMtoLead live context, a safe action, or an operational output. Some sources are readable knowledge (Shopify), some can act (Calendar, Zendesk), and Google Sheets is currently an output sync. Connect the system that is already your operational source of truth.
Plan tier sets how many sources you can connect — see pricing & credits. Free = 1, Starter = 3, Pro = 10, Business and Agency = unlimited.
Output sync: write conversations, Shopify orders and Ikas orders into a DMtoLead-managed spreadsheet. It does not read arbitrary sheets as AI knowledge today.
Native product catalog, inventory, restaurant bookings, appointments, services, event tickets and reward codes—with typed AI actions.
Reward Codes
Auth
None — managed in DMtoLead
What the AI can do
Single-use code generation (discount codes, gated downloads). Often paired with Instagram comment automation: "comment a 🔥 to get a code."
IoT
PLC Demo
Auth
Local PLC bridge (separate setup)
What the AI can do
Industrial hardware control demo — talk to a Modbus-connected PLC over chat. Niche; included for showcase clients.
How the AI decides which source to query
The AI does not blindly query every readable source on every message. It uses the customer's question and the assistant's allowed knowledge to select relevant context: a product question can use Shopify or Ikas; an availability question can use Google Calendar.
Control this from AI Assistants → your assistant → Knowledge. Link only the sources that job genuinely needs.
Don't overconnect
More RAG sources = more potential confusion for the AI when sources contradict each other. Start with the 1–2 most important sources for your use case, see how it performs, then add more. A bookable salon usually only needs Google Calendar; a Shopify store usually only needs Shopify.
My system isn't on the list
The built-in data sources cover many cases where you do not have an external SaaS: products, inventory, restaurant bookings, appointments, services, event tickets and reward codes. For a system-specific integration, email support@dmtolead.com with what you need.
