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AssistantsIntegrations

Integrations

Enable which integrations this assistant can use. The Integrations tab configures which external integrations and internal functions the Assistant can use during conversations.

What Integrations Do

  • External Integrations – Third-party services (Slack, HubSpot, Gmail, Google Drive, Office365, etc.)
  • Internal Functions – Built-in capabilities (e.g. web search, calculations)
  • The Assistant can perform actions via these capabilities (send messages, look up contacts, search email, create events, etc.)

Only integrations that are connected at the company level (on the main Integrations page) appear and can be enabled for an Assistant.

Capabilities Grid

The tab shows all enabled capabilities:

  • Integration – Name with icon
  • Type – “Internal Function” or “External Integration”
  • Description – What the capability does
  • Remove – Button to remove the capability from this Assistant

Double-clicking a row may open details where supported.

Adding Integrations

  1. Connect the integration first on the main Integrations page (OAuth or API key)
  2. Open the Assistant and go to the Integrations tab
  3. Click Add Integration
  4. In the Integration Selection dialog:
    • Available integrations are shown (those not already enabled for this Assistant)
    • Grouped by Internal Functions and External Integrations
    • Each shows icon, name, and description
  5. Select one or more integrations (checkboxes)
  6. Click Add to enable them

Removing Integrations

  1. Click Remove (trash icon) on the capability row
  2. The integration is removed from this Assistant immediately and the grid refreshes

Note: Removing an integration here does not disconnect it from your account; it only removes it from this Assistant’s capabilities. You can add it again later.

What the Assistant Can Do

Depending on the integration, the Assistant may:

  • Slack – Send messages, read channel/DM context
  • Gmail / Office365 – Search email, create drafts, send (if configured)
  • HubSpot – Search contacts, companies, deals; create or update records
  • Google Calendar / Office365 – List or create events
  • Google Drive / OneDrive – List files, create or open documents (where supported)

Exact capabilities depend on connector configuration and permissions granted during OAuth or API key setup.

Best Practices

  • Enable only the integrations the Assistant needs to avoid unnecessary scope and confusion
  • Ensure the correct account is connected on the Integrations page (e.g. the right Google or Microsoft account)
  • If the Assistant can’t use an integration, check that it’s connected and that the Assistant’s Integrations tab has it enabled
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