Creating a connection
- Go to Integrations in the dashboard and pick the tool.
- Select Connect. Most tools open the provider’s own sign-in and consent screen; some ask for an API key instead.
- Choose the connection type — shared or individual (see below).
- Review the connection’s Agent permissions before agents start using it. Safe defaults are pre-selected. See Permissions & approvals.
Shared vs. individual
Shared
Belongs to the workspace. Multiple agents and users can work through it, subject to permissions. Best for company accounts: the team’s Slack, the company’s Stripe.
Individual
Belongs to one person. When an agent needs it, it uses the connection of whoever is talking to it — your agent reads your inbox for you, never someone else’s. Best for personal accounts: email, calendar.
Using a connection
Enable the connection on each agent that should use it — agents never gain access implicitly. For individual integrations, you enable the integration on the agent, and the concrete account is resolved from whoever is in the conversation. What the agent may do through the connection — read, write, message people, and so on — is controlled per connection in Permissions & approvals.Managing connections
Shared connections and their permissions are managed byOwner and Admin roles. Individual connections are managed by their owner.
A connection can be disabled at any time: agents lose access immediately, and nothing is deleted. If a connection expires or is revoked on the provider’s side, it shows as needing attention in Integrations — reconnecting restores it.