Connections
What Xcho connects to
Everything listed here is built into Xcho, and we explain what each one lets you do. You connect calendars, HubSpot and WhatsApp in Settings, each through the provider's own sign-in. We set up SMS for you. You can also connect an AI assistant, such as Claude, and ask it about your account.
The SMS number, set up for you
A UK mobile number for your business, set up and run by Xcho. Nothing for you to open.
The AI, built in
Xcho is hosted in London, and its AI runs on UK and EU routes. Texts, WhatsApp and other suppliers may process data elsewhere. No AI account to set up.
By category
Messaging, calendars, your CRM and your website
SMS and WhatsApp
SMS first, WhatsApp if they choose
The opening text goes by SMS. Leads who reply can choose to carry on in WhatsApp with the same persona, or keep texting if they prefer.
SMSSet up for you
A UK mobile number in your business's name. Nothing to sign up for.
WhatsAppConnect
Your own WhatsApp Business account, through WhatsApp's own sign-up.
A lead who prefers WhatsApp carries on there, in the same conversation.
Lily Snowden
Deals ending this winter
Hi Lily, it's Grace, an AI assistant for Halden & Pike. Is your current deal ending this winter?
Yes, in January. Can we carry on over WhatsApp?
Of course. Would Tuesday at 11am suit for a quick call?
Perfect, thank you.
Google Calendar and a shared diary
Real free times, booked into the diary
The persona offers two real free times and books the one the lead picks.
Google CalendarConnect
Each team member connects their own, inside the booking hours you set.
Shared diaryConnect
Or one company calendar, with calls assigned to someone on the team.
No back and forth: the lead picks a time and it is in the diary.
Two free times offered
Wednesday 30 September
In the calendarHubSpot and spreadsheets
Bring in the leads you already hold
Import from HubSpot or a spreadsheet. Importing only adds people and sends nothing.
HubSpotConnect
Contacts come in, and opt-outs stay in step both ways.
SpreadsheetBuilt in
Upload a CSV. You confirm the permission you hold, by column or for the whole file.
Your list stays where it is, and an opt-out in HubSpot holds in Xcho too.
HubSpot import
In stepPriya is on your do-not-contact list, so no campaign will message her.
Forms and webhooks
New enquiries, followed up while they are fresh
Point your website form at a live campaign. A new enquiry gets its first message soon after it arrives, as long as you have permission to message it, it is not on your do-not-contact list, it is in a country Xcho supports, and it is inside your sending hours with funds in your account.
Website form or webhookConnect
One address per live campaign. Name, phone, email and source.
A new enquiry hears from you while it is still fresh.
New enquiry
just now- Name
- Evie Huntley
- Phone
- 07700 900121
- Source
- Website, remortgage page
Checked against your do-not-contact list
First message, sent
Hi Evie, it's Grace, an AI assistant for Halden & Pike. Thanks for your enquiry. When does your current deal end?
AI assistants (MCP)
Ask your AI assistant about your account
Xcho has an MCP server, the standard way for an assistant such as Claude to connect to another service. Connect it once, then ask about your campaigns, contacts and calls in plain English.
Your AI assistant
Connected to XchoYou: How is the remortgage campaign doing?
Used Xcho get-campaign
Remortgage enquiries 2025 has finished. Every one of the 16 people was contacted, 10 replied and 4 booked a call.
That is 40% of replies booked, the best of your three campaigns.
Create a token in Xcho
In Settings, AI assistants. You can revoke it at any time.
Add Xcho to your assistant
The server address and your token are both in Settings.
Ask in plain English
It reads your account, as your role allows.
Read only. Actions stay off until they are switched on.
Need something else?
If your business uses a different calendar or CRM, tell us what you need.