Connectors

Connectors let your agents securely connect to external services like HubSpot, Intercom, Google Analytics, or any API. They handle authentication, whether that's a simple API key or a complex OAuth flow, so your agents can access these services without exposing credentials.

How Connectors Work

Connectors store your credentials securely and handle authentication automatically. Here's what they do for you:

Managing Connectors

You can create, configure, rename, and delete connectors from the Settings page.

Creating Connectors

Add a new connector to give your agents access to an external service.

  1. Go to Settings and open the Connectors tab.
  2. Click the + button to add a new connector.
  3. Enter a name for the connector (for example, "HubSpot API" or "Google Analytics").
  4. Select the connector type (API Key, OAuth, or Intercom).
  5. Click Create Connector to create it.

You'll be taken to the connector configuration page where you can enter the required credentials or complete the OAuth flow.

Configuring Connectors

After creating a connector, you'll see its configuration page. The settings depend on the connector type:

Changes are saved automatically as you type.

Renaming Connectors

Click on the connector name at the top of the page to edit it. Enter a new name that describes what the connector is used for.

Deleting Connectors

Click the trash icon in the header to delete a connector. Confirm the deletion in the dialog that appears. Deleting a connector will break any agents that depend on it.

Connector Types

We support three types of connectors, each designed for different authentication methods.

API Key

Use API Key connectors for services that authenticate using a simple API key or access token. Enter your API key or token, and your agents can use this connector to authenticate requests.

OAuth

Use OAuth connectors for services that require OAuth 2.0 authentication. You'll need to provide the following information from your OAuth application:

After configuring these settings, click Connect to authorize access to the service on your behalf. The connector will handle token refresh automatically.

Intercom

The Intercom connector provides a streamlined integration with Intercom. Click Connect to Intercom to authorize access to your Intercom account. Once connected, your agents can access customer conversations and other Intercom data.

Using Connectors in Agents

When you create or edit an agent, mention the connector by name in your chat description. We'll wire in the connector's credentials securely so your agent can access the external service.

For example, you might say "Use my Intercom connector to fetch recent customer conversations" or "Connect to HubSpot using the HubSpot API connector to get deal data".