Connect integrations and actions
Give agents approved access to scheduling, billing, search, handoff, and your own APIs.
Connections hold workspace credentials. Actions decide what a specific agent can do with them.
Connect a provider
- Open workspace Integrations.
- Select Stripe, Slack, Calendly, or Notion in the provider list on the left.
- Choose Connect for that provider, or Add connection when the provider already holds one. Finish the authorization.
- When you manage more than one account, give each additional connection a label.
- Open the agent's Actions or Channels page. Select the connection.
A disconnected connection can affect every agent that uses it. Before you disconnect, review the impact in the confirmation dialog.
Add an agent action
Open an agent. Select Actions. The available actions are:
- Lead collection
- Web search
- Stripe
- Calendly
- Cal.com
- Custom API requests
- Custom buttons
- Custom forms
- Client-side actions
- Escalation to email or Inbox
Configure the action. Test it in Playground. Then enable it. When the connection expires or is removed, OAuth-backed actions show Needs Attention.
Call your own API
Choose Custom API. Provide a public HTTPS endpoint, a method, headers, parameters, and a clear description of when the agent calls it. Never put secrets in the description or in customer-visible output. Apply rate limits per hour or per day for operations that change data.
Escalate to a person
Use Escalate via Email for a notification-only workflow, or Escalate to Inbox for assignment, internal notes, replies, and AI resumption. Before you enable Inbox escalation, complete the Inbox setup.