HappyRobot vs Vooma (2026)

HappyRobot connects to 200+ systems through native integrations across CRMs, ERPs, ticketing, databases and communication tools (Salesforce, HubSpot, ServiceNow, Zendesk, MongoDB, Redis, Teams, Slack, Google Maps). Each one is an action inside a workflow that reads a record, writes an outcome or triggers a follow up, on credentials scoped to that deployment, and scheduled sync keeps Context tables current. A webhook node connects any HTTP endpoint as a reusable component.

SourceHappyRobot, happyrobot.ai External systems pageread 2026-10-22

A named integration catalog of eighteen tools (Turvo, Triumph/Greenscreens, McLeod, Aljex, DAT Rateview/Ratecast, Truckstop, Tai, Highway, Front, Revenova, Transfix, Outlook, Bitfreighter, 3PL Systems, RingCentral, Truckstop RMIS, Slack, MyCarrierPackets) has its own Integrations page, a later release adds Sonar, Tabi, Google Chat, Teams and McLeod Carrier Diaries, and custom integrations are supported.

Vooma acts in outside systems with authentication. Build writes fully built loads into the customer's TMS, Cover posts loads to DAT and Truckstop loadboards, Schedule writes instant updates into the TMS and Slack or Teams, and Quote posts to DAT loadboards from the inbox.

SourceVooma, vooma.com homepage and Q3 2025 releaseread 2026-09-08

The workflow editor puts agents and Python side by side on one canvas. Work routes down the first matching branch, the last or every one, with branches running in parallel and merging back, loops repeat over any list, reusable workflows take delegated work and return a response, and retries and fallbacks handle failures. Workflows can also be kept as versioned code with pull request review.

SourceHappyRobot, happyrobot.ai Workflow logic and Agents overview pagesread 2026-10-22

Vooma's platform runs from quote to cash, and its agents run workflows of several steps across channels. Homepage diagrams show an order read from email, details extracted, a load built and completed in the TMS with a chat update, a delivery appointment checked against TMS status, slots requested, confirmed and reported to Teams, and a delayed shipment detected, the driver called, and a work-in coordinated with the team. Vooma Agents launched as a platform for building agents across channels in natural language.

SourceVooma, vooma.com homepage and the November 2025 funding and launch postread 2026-09-08

Workflows start on inbound calls, webhooks, scheduled runs, file uploads or inbound messages across voice, SMS, email, WhatsApp, web chat, Teams and Slack, with no one at the customer needing to start them. Signals deliver outside events, such as a storm closing a highway or a cancelled appointment, into the live sessions they affect, so an agent changes course mid call.

SourceHappyRobot, happyrobot.ai Agents overview and Reasoning agents pagesread 2026-10-22

Events across channels start work. Quote scans the inbox and prepares quotes as requests arrive, Cover answers inbound carrier calls day or night, Schedule starts on its own from load status or with one click inside the TMS workflow, Track monitors active shipments on a cadence the customer sets and calls or texts drivers, Collect watches delivered shipments for missing documentation, and the Track API accepts tracking status updates as they occur. Inbound email, inbound voice, TMS state changes and continuous monitoring are all covered.

SourceVooma, vooma.com homepage and Solutions pagesread 2026-10-22

Documents, policy references, SOPs and domain knowledge are ingested into knowledge bases that agents query for relevant content during live interactions, beside Context's live connections to Salesforce, MongoDB and ticketing data; how retrieved passages are shown or cited is not described.

SourceHappyRobot, happyrobot.ai Context and Agentic tools pagesread 2026-09-28

Quote reads incoming requests and connects to the customer's pricing engines and rate history through named rating integrations (DAT Rateview and Loadsearch, Triumph/Greenscreens, Sonar, Tabi, Truckstop) and the TMS, which is retrieval over connected systems assembled per quote. There is no index, graph or embeddings layer Vooma maintains over the customer's knowledge. Tribal knowledge is captured in the separate Memories feature, and a system that learns the nuances of SOPs, customers, carriers and facilities is learning absorbed into the model.

SourceVooma, vooma.com homepage and Q3 2025 releaseread 2026-09-08

Every contact builds one record across channels, matched by phone number, email, or a tracking or account number before the first word is spoken. At the end of each session a structured memory snippet of what was discussed, resolved or left open is written and indexed, and only the snippets relevant to the current conversation surface when the contact returns, beside attributes such as preferred channel and callback window. Retention is configurable, with the right to erasure honored under GDPR.

SourceHappyRobot, happyrobot.ai Memory and Security and reliability pagesread 2026-10-22

Schedule saves memories of how each location books, so later appointments need fewer hands on moments, Quote enriches each request with tribal knowledge captured by Vooma, and a Memories feature holds the customer's own notes on how to quote, for use across the platform. These are persistent stores written once and drawn on by later runs. No lifetime, retention control or management surface is stated, and Build's learning of preferences over time is absorbed into the model rather than a stored memory.

SourceVooma, vooma.com Schedule and Quote pages and Q3 2025 releaseread 2026-10-22

Northstars let the customer set the behavioral standards and business outcomes every agent is graded against, covering what agents must never say, which tools they use and in what order, and the conditions for escalating. Escalations route into Teams, Slack or other channels, and a call that needs a person transfers mid conversation with the full history attached. Interfaces, the custom apps teams build to run their operation, list approval gates beside escalations and handoffs, but the page names them without showing what a person approves or where the gate sits in a workflow.

SourceHappyRobot, happyrobot.ai Performance, Conversational AI and Interfaces pagesread 2026-10-22

The customer sets how much each agent does alone. Quote works as a copilot, an auto draft tool or a fully autonomous responder, chosen per workflow, with exception handling, labeling and CC rules. Build shows the extracted load for a quick review and edit before it goes to the TMS, Cover routes high priority calls and approvals to supervisors through Teams, Slack or email and transfers live calls with whisper details, Track runs on a tracking cadence and escalation triggers set per shipment, and Schedule escalates by email or chat when it needs new information.

SourceVooma, vooma.com Quote, Build, Cover, Track and Schedule pages and Q3 2025 releaseread 2026-10-22

Owner, Editor and Viewer roles, plus custom roles, set what each person can do, scope tags limit access to specific workflows, Context tables or phone numbers, and SSO maps the identity provider's groups to both, with API requests following the same permissions.

HappyRobot holds SOC 2 Type II attestation, with the report available to qualified customers under NDA, and ISO 27001 certification. It states GDPR and HIPAA alignment with BAAs where applicable, maps its controls to NIST CSF, supports DORA obligations as an ICT third party provider and meets the EU AI Act transparency rules. A trust center sits at trust.happyrobot.ai.

SourceHappyRobot, happyrobot.ai Security and reliability pageread 2026-10-22

Vooma shows an AICPA SOC badge on its Security page and in every page footer and calls itself SOC 2 compliant, with encryption in transit and at rest, regular penetration testing, vulnerability assessments and automated monitoring. The strict access controls it mentions are Vooma's own internal controls, and there is no SSO, SAML, SCIM, role based access or permission model for the customer's organization. Vooma does not publish the attestation type, auditor or date.

SourceVooma, vooma.com/securityread 2026-09-08

Each workflow writes the variables, outcomes and extracted fields it is configured to keep as the run completes, recording what was looked up, what was decided and what happened at every step, with transcripts and custom variables open through the REST API. Sampled sessions carry audit remarks with pass or fail and reasoning, and technical failures are captured and deduplicated with occurrence counts and links to the affected sessions, beside dashboards of outcomes; no in product per step trace view is shown.

SourceHappyRobot, happyrobot.ai Edge and Performance pagesread 2026-10-22

Real time insights into call activity and daily email reports come with agent conversation transcripts with drivers and callers and Teams notifications of outcomes, and every quote opportunity is tracked so missed revenue is visible. That is activity reporting from Vooma with visible transcripts. There is no audit log, run trace, retention period or export.

SourceVooma, vooma.com homepage and Q3 2025 releaseread 2026-09-08

The platform runs on HappyRobot's fully managed cloud, multi tenant with strict isolation by default, or in the customer's own single tenant on AWS, GCP or Azure. Regional deployments keep voice traffic, recordings and interaction data in country where compliance requires, with EU residency as the example, and internal services run on private networks with no public exposure.

SourceHappyRobot, happyrobot.ai Security and reliability pageread 2026-10-22

Personal information is stored and processed in the United States or where Vooma's providers maintain facilities, hosting and server providers are named only as a category, and EEA transfers fall under standard contractual clauses. The product is a cloud service with a login at app.vooma.ai. There is no region list, customer environment option or selection surface.

SourceVooma, vooma.com/privacy-policyread 2026-09-08

Solution pages describe the work by industry and function (for logistics: sales, appointment scheduling, track and trace, customer support, finance and ops), and HappyRobot configures each as a use case for the customer. Prisma, a top layer agent, builds a workflow from a plain language description, tests it and monitors it, but there are no packaged agents or templates named for a customer to browse and adopt.

SourceHappyRobot, happyrobot.ai Logistics providers and Prisma pagesread 2026-10-22

Six prebuilt agents are named on the homepage, Quote, Build, Schedule, Cover, Track and Collect, and the first five each have their own page under Solutions. Quoting, load building, appointment scheduling, carrier sales, shipment tracking and POD retrieval are distinct jobs, none depends on another, and the customer adopts them as a named set. Voice is the phone channel threaded through the agents, not a separate product.

SourceVooma, vooma.com homepage and Solutions pagesread 2026-10-22

Workflows can be configured to use OpenAI, Google Gemini, Anthropic Claude or the customer's own hosted models, with HappyRobot managing orchestration and routing, and automatic failover covers LLM, speech to text and text to speech providers.

SourceHappyRobot, happyrobot.ai Vapi comparison and Security and reliability pagesread 2026-09-28

Customers and admins get no model selection or routing control, and no model provider is disclosed. The privacy policy names Google Analytics, MailChimp and Stripe as third parties and says Gmail API data trains only models specific to the application.

SourceVooma, vooma.com/privacy-policy and platform pagesread 2026-09-08

A REST API builds, triggers and manages workflows, agents, integrations, contacts and usage across more than 20 resource areas, beside a TypeScript SDK, a Web SDK for browser voice, a Context REST API and an MCP server for creating workflows and agents; the reference at docs.happyrobot.ai sits behind an access code.

SourceHappyRobot, happyrobot.ai Developer tools pageread 2026-09-28

Developer documentation sits at docs.vooma.ai, public and rendered on the server, with an llms.txt index.

The Build workflow lets a customer's system call Vooma's own endpoints to create and update customers and locations and receive Vooma webhooks on customer, location and order creation and update, with an API reference at /api-reference for each, and the Track workflow has a Tracking Status endpoint accepting loadId, timestamp, location (coordinates or city and state) and metadata.

Outside callers drive these endpoints to write into the platform, with the fields named. The partnered TMS integrations are the platform reaching out to other systems.

SourceVooma, docs.vooma.ai/workflows/build and /workflows/trackread 2026-09-08

Custom tests check input scenarios, expected responses and expected tool calls, including adversarial cases such as prompt injection run in a sandboxed session, and run as suites that validate a release before it is promoted.

Every fixed production failure becomes a regression test, and live runs are sampled and graded against Northstars by an AI judge at rates the customer sets, with each check graded on its own so a right outcome reached the wrong way still fails.

An always on agent watches audit pass rates against a rolling twelve week baseline, flags regressions and turns them into recommended prompt changes, new Northstars or regression tests that the team accepts or rejects, and A/B tests split production traffic between versions before a change rolls out.

SourceHappyRobot, happyrobot.ai Performance, Audits and tests and Self improving Agents pagesread 2026-10-22

There is no evaluation harness, scored test cases, release gate or controlled experiment after deployment that measures the agents. The features nearest to it do other jobs. Schedule's smart learning from historical acceptance patterns is absorbed learning, daily email reports and call activity insights are operations reporting, exception handling routes each output, and the homepage's response time, win rate and deflection figures are outcome marketing.

SourceVooma, vooma.com pages readread 2026-09-08

Browser agents let a workflow navigate a web interface, locate information, fill fields and extract data the way a human operator would, for legacy systems and supplier portals with no API; where the browser runs is not stated.

SourceHappyRobot, happyrobot.ai External systems pageread 2026-10-22

The agent works inside third party interfaces Vooma does not control. Vooma logs into portals to secure appointments, its AI workers email, call, text and log into systems, and portal scheduling books appointments hands free in Blue Yonder, Opendock, Manhattan, LMConnect, Rydershare and Yardview, with support for custom portals. Facility scheduling portals are software Vooma does not control, where no stable API exists. Vooma does not state the mechanism. Support for custom portals is consistent with an agent driving a browser, but Vooma does not say so.

SourceVooma, vooma.com homepage and Q3 2025 releaseread 2026-09-08