An integration is a first-party connection between your agent and a system you already use outside the Platform — a CRM, a spreadsheet, a store, a payment method. Unlike connecting “whatever you want” with no control, every integration exposes only a curated, concrete set of actions: never free-form access to the provider.
What an integration is, hereAn integration is a first-party connection between your agent and a system you already use outside the Platform — a CRM, a spreadsheet, a store, a payment method.
The Integrations screenGo to Integrations, in the sidebar.
Principal connection and named connectionsMost integrations (HubSpot, Salesforce, Brevo, Shopify…) work with a single connection, called "principal", shared by the whole tenant.
The detail modal: Resources, Agent, Connections and StatusWhen an integration is Connected, its card shows a Details button that opens a modal with up to four tabs — some integrations only show the ones that apply to them (e.g…
MCP servers: the generic mechanismThe first block on the screen is a reminder that you can already connect your business's CRM, catalog or calendar to the agent through MCP servers, without waiting fo…
Index of manuals by integrationEvery connector with its own manual has its own guide, with the complete procedure on the provider's side (screen by screen) and on the Platform's side.
Frequently asked questionsCan I have more than one integration connected at the same time?