Connect an app
1
Open the catalog
Open Settings → Connectors or the Connectors view in the left rail. Use Available to find an app.
2
Connect and authorize
Click Connect and follow the provider’s setup. Many apps use a sign-in and authorization window; others require the credentials or configuration described in their setup.
3
Finish configuration
Complete any app-specific settings, such as HubSpot properties and owner mapping.
4
Verify access
Check Connected, then ask the agent for a specific item you know the account can access.
Ask or browse
Ask the agent for the result you need: “Find tomorrow’s customer meeting and the recent email thread with its attendees.” For supported browsers, expand the connected app in the left rail and drop records onto a Canvas. The browser’s available item types and the agent’s action list can differ. The catalog and each connector’s guide describe its supported scope.Personal and organization connections
- Personal connections. Available to your own agent conversations in the current organization.
- Organization connections. Managed by an admin and available to members’ agents.