Connect services to the workspace

Integrations supplies the provider connections used by agents and workflows. Connections can be inherited from the organisation or added for the workspace.

Navigation pathConfiguration → Integrations

PrerequisitesAuthorised access to the provider account and the required connection details.

Usage steps

Use All or a category filter such as Voice agents, Voice and speech, Calendar, CRM or SMS messaging.
Review the status and key labels on the service card. Organisation defaults and workspace defaults are identified separately.
Use Connect for a new service or Add another key for an additional connection. Enter a descriptive integration name and the required credentials in the form.
Review Set as Default if offered. Complete the connection and confirm the expected service or key appears as active.
Return to the agent or workflow and choose the intended integration where a selector is available. Test the specific operation that depends on it.

Connect services to the workspace — Figure 38. Integration cards show connection status, defaults and controls for managing available keys.

Expected result. The workspace can use the intended external service.

Practical notes and troubleshooting. Do not remove a shared connection without checking which agents and flows depend on it.

Connect calendars for appointment workflowsCalendar integrations provide the access needed for availability and booking actions. Connecting a calendar service and configuring the agent tool are separate tasks.Connect CRM and messaging servicesCRM and messaging integrations let agents and workflows use business systems. Connecting a service establishes access; the workflow still needs to define what data or action to send.