Integrations
The Integrations tab allows you to connect your account with third-party systems by creating and managing custom integrations. This guide walks you through the process of setting up a new integration, choosing the appropriate authentication method, and testing your connection.
Adding a New Integration
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Navigate to the Integrations tab after you open your agent.
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Click the Create New Integration button.
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A setup window will appear.
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Complete the following fields:
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Name: Provide a clear and recognisable name for your integration (e.g., “Salesforce CRM” or “Payment Gateway”).
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Integration URL: Enter the base URL of the system you want to connect to.
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Authentication Method: Choose how your integration will authenticate requests.
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Once you’ve entered the required information and selected the appropriate authentication method, click Create.
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The integration will now appear in your list under the Integrations tab.
Authentication Options
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API Key
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Use when the external system provides a unique key string for access.
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Enter the API key in the designated field.
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Bearer Token
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Typically used with OAuth2 and other token-based services.
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Enter the token string you received from the third-party system.
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Username and Password
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Use when the integration requires standard account credentials.
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Enter the username and password associated with your third-party account.
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Best Practices
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Use descriptive integration names so your team can easily identify them.
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Store authentication credentials securely, and rotate keys/tokens regularly if required by the external system.
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Test connections after setup and periodically to ensure integrations remain valid.