Drift + 365agents: unified web chat + phone coverage

365agents connects natively to Drift via OAuth. When a chat visitor escalates, asks to speak with someone, or drops off at a critical point, Drift can hand them to your AI voice agent — either scheduling a callback or triggering an immediate call to their provided number. The conversation stays unified across web chat and phone.

What this makes possible

• Chat-to-voice handoffs — Drift conversations that need voice get escalated to the AI

• Callback scheduling — chat visitors pick a time; the AI calls them at that time

• Immediate call triggers — high-intent visitors can get a call back within seconds

• Unified CRM record — both the chat transcript and phone transcript tie to the same contact

• Lead scoring continuity — Drift's lead scoring carries through to the voice conversation

How a real handoff works

• Visitor chats with your Drift bot, expressing interest in a complex enterprise deal

• Drift qualifies them as high-intent, offers voice follow-up

• Visitor: "Call me now"

• Drift triggers 365agents to initiate a call with the visitor's context pre-loaded

• AI voice agent calls the number, picks up where the chat left off

• Full transcript of chat + voice stored together against the contact

How to connect

• Admin dashboard → Integrations → Drift

• "Connect" and authorize

• Define handoff rules (chat patterns that should escalate to voice)

• Map Drift lead context to voice agent conversation

• Test with a chat-to-voice flow

Who this is for

• B2B companies with Drift as their web conversion assistant

• Enterprise sales teams where chat-to-phone conversion matters

• High-value service businesses where a visitor's first chat can become a six-figure deal

Related

• HubSpot + 365agents

• Salesforce + 365agents

• What is conversational AI?

Get started

Book a demo — we'll connect Drift and configure the chat-to-voice handoff flow during onboarding.