Connect Your Tools

Calendar. SMS. Email. Voice. Everything talks to Rocket Agents.

Available Integrations

Quick Setup Checklist

1. Calendar (Required for meetings)

   • Go to Settings → Calendar
   • Connect Cal.com, Google, or Outlook
   • Set your availability

2. SMS (Required for text messaging)

   • Go to Settings → SMS Setup
   • Configure your Twilio account
   • Complete A2P 10DLC registration
   • See SMS Setup Guide for full steps

3. Voice Calls (Optional)

   • Go to Settings → Voice Calls
   • Add your Vapi API key
   • Configure voice agent settings
   • See Voice Calls Guide

4. Email (Optional but recommended)

   • Go to Settings → Email Setup
   • Configure IMAP for receiving
   • Set up custom domain for sending
   • See Email Setup Guide

Calendar Integration (Required)

Calendar connection is essential for AI to book meetings.

┌──────────────┐
│   Connect    │
│   Calendar   │
└──────┬───────┘
       │
       ▼
┌──────────────┐
│   AI Sees    │  ← When you're free
│  Availability│
└──────┬───────┘
       │
       ▼
┌──────────────┐
│   AI Books   │  ← Directly on your calendar
│   Meetings   │
└──────────────┘

Without a calendar connected, AI can only qualify leads but cannot book meetings.

Supported Calendars

Connect Cal.com (Recommended)

1. Go to Settings → Calendar
2. Click Connect Cal.com
3. Authorize access
4. Select which event types AI can book

SMS Setup (Twilio)

Important: You must configure your own Twilio account. SMS is not pre-configured.

Why Your Own Twilio?

• You own your phone numbers
• Full control over billing
• Required for A2P 10DLC compliance
• Better deliverability with verified sender

A2P 10DLC Compliance (US Required)

If sending SMS to US numbers, you must:

1. Register your brand with Twilio
2. Submit a campaign for approval
3. Use an approved 10DLC number

Without this, your messages will be blocked or filtered.

See SMS Setup Guide for complete setup instructions.

Voice Calls (Vapi)

AI can make and receive voice calls using Vapi integration.

Setup

1. Create a Vapi account at vapi.ai
2. Get your API key
3. Go to Settings → Voice Calls
4. Enter your Vapi API key
5. Configure voice agent settings

See Voice Calls Guide for details.

Email Setup

Two options for email:

Option 1: IMAP Monitoring (Receive Emails)

• Connect your existing email inbox
• AI monitors for lead replies
• Works with any IMAP-compatible email

Option 2: Custom Domain (Send Emails)

• Send from your@yourdomain.com
• Better deliverability
• Professional appearance

See Email Setup Guide for configuration steps.

Meta Ads (Facebook & Instagram)

Publish ads directly to Facebook and Instagram from Rocket Agents.

Setup

1. Create a Meta App at developers.facebook.com/apps/creation

   • Under Use cases, filter by Ads and monetization
   • Select: Create & manage ads, Measure ad performance, and Capture & manage ad leads
   • Link it to your Business Portfolio

2. Publish your app (required — ads cannot publish from unpublished apps)

   • In your App Dashboard, go to Settings → Basic
   • Fill in the required fields: App Icon, Terms of Service URL, and Category
   • Click Save Changes, then toggle the App Mode from "In Development" to "Live" at the top of the dashboard

3. Create a System User in Business Settings → System Users with the Admin role

4. Assign the app to your System User in Business Settings → Accounts → Apps

5. Assign assets — select your System User and add your Page and Ad Account

6. Generate a token — select your app, then enable these permissions:

   • ads_management
   • pages_read_engagement
   • pages_manage_ads

7. Paste the token in Rocket Agents at Settings → Integrations → Connect Meta Ads

8. Select your Page and Ad Account from the dropdowns

Troubleshooting

"App must be in public to create this ad" Your Meta App is still in Development mode. Go to your App Dashboard and toggle the App Mode from "In Development" to "Live" (step 2 above).

"Insufficient permissions" Re-generate your System User token and make sure pages_manage_ads is enabled along with the other permissions.

Disconnect an Integration

1. Go to Settings → Integrations
2. Find the service
3. Click Disconnect

Existing meetings stay on your calendar. Future bookings will fail until reconnected.

FAQs

"Is calendar required?" Yes, for meeting booking. Without it, AI can only qualify leads.

"Do I need my own Twilio account?" Yes. You configure your own Twilio for SMS. This gives you control over phone numbers and billing.

"What about A2P 10DLC?" Required for US SMS. See our SMS Setup Guide for the complete process.

"Can I use multiple calendars?" Yes. AI checks all connected calendars for conflicts.

"Is voice calling included?" Voice calls require a Vapi account. Calls are billed separately through Vapi.

"What if an integration breaks?" Check status in Settings. Reconnect if needed. Common issues: expired tokens, revoked access.

"What about Zapier/webhooks?" Use webhooks in Lead Sources to receive leads from Zapier or other tools.

"My Meta ads won't publish / 'app in development mode' error?" Your Meta App is still unpublished. Go to App Dashboard → Settings → Basic, fill in required fields (App Icon, Terms of Service URL, Category), then toggle the App Mode from "In Development" to "Live" at the top of the dashboard. You do NOT need full App Review — just publish the app.

"Do I need App Review for Meta Ads?" No. Since you are the app owner/admin (not requesting access for external users), you only need to publish the app. No App Review submission required.

"Do you integrate with my CRM?" Coming soon. Use webhooks to sync leads with your CRM in the meantime.

"Can I use Resend instead of IMAP for email?" Resend is for sending transactional emails. For lead conversations, we recommend custom IMAP setup.

Related

• SMS Setup — Complete Twilio + A2P 10DLC guide
• Voice Calls — Vapi voice integration
• Email Setup — IMAP and custom domain setup
• Calendar Setup — Detailed calendar guide
• Webhooks — Connect via API