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All data sources

Every RAG source DMtoLead supports today, what credentials each needs, and what the AI can do with it.

A RAG source is any external system the AI can read from while writing a reply (RAG = retrieval-augmented generation). Connect what you already use; the AI will quote, look up and act on live data instead of inventing answers.

Plan tier sets how many sources you can connect — see pricing & credits. Free = 1, Starter = 3, Pro = 10, Business and Agency = unlimited.

E-commerce

Shopify

Setup guide →
Auth
OAuth via Shopify App Store, or store URL + Admin API token
What the AI can do
Live product catalog, inventory across locations, order lookup, draft order creation, abandoned-cart context.

Ikas

Auth
Store URL + API credentials
What the AI can do
Turkish e-commerce platform — same product/order/inventory features as Shopify.
Spreadsheets

Google Sheets

Auth
Google OAuth (Drive read scope)
What the AI can do
Treat any sheet as a structured knowledge source. Common uses: FAQ tables, pricing matrices, location lists, custom product data, order/conversation export.
Booking

Google Calendar

Auth
Google OAuth (calendar read/write + free/busy)
What the AI can do
Live availability lookup, propose times, create events. Powers booking flows for salons, clinics, consultants, agencies.

Calendly

Auth
Calendly OAuth (access token + organization URI)
What the AI can do
Surface available booking slots, generate one-click booking links.
CRM

HubSpot

Auth
OAuth or HubSpot API key
What the AI can do
Look up contact records, create new contacts, log conversations, pull deal context.

Pipedrive

Auth
API token + workspace subdomain
What the AI can do
Contact lookup, deal context, pipeline-stage awareness in replies.
Helpdesk

Zendesk

Auth
OAuth (subdomain + API token)
What the AI can do
Open Zendesk tickets directly from a conversation, look up existing tickets, attach the conversation transcript on close.
Voice/SMS

Twilio

Auth
Twilio Account SID + Auth Token
What the AI can do
Trigger voice callbacks (e.g. "have a human call me back"), outbound SMS notifications.
Built-in

In-House Database

Auth
None — managed in DMtoLead
What the AI can do
DMtoLead's own database tables: products, inventory, restaurant bookings, appointments, support tickets, services. For businesses without an external system to integrate with.

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 doesn't blindly query every source on every message. It reads the customer's question, decides which sources are likely relevant (a question about a product → Shopify; a question about availability → Google Calendar), and queries only those. Latency budget is ~2 seconds per reply, so the AI is parsimonious.

You can override which sources an automation can use by linking only the relevant ones in Automations → your automation → Linked data sources.

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 In-House Database covers most cases where you don't have an external SaaS to integrate with — it stores products, appointments, tickets and services natively in DMtoLead. For everything else, we ship one or two new RAG sources per quarter based on customer requests. Email support@dmtolead.com with what you need.

Related
Connect Shopify (deep dive)
Full setup, scopes, multi-store.
Train your AI
Combine RAG sources with knowledge base + personality.
Pricing & credits
Plan limits on RAG sources.
Previous
Shopify
Next
Knowledge base & personality