Connect an account
Each app card shows its status: Connected, Pending setup, Expired, Error or Disconnected.1
Open the app
Open an app card and click Add another account, or connect the first one.
2
Name the account
Enter an account name: “Pick a unique name so you can identify this connection across assistants.”
3
Add connection details
The credentials the app needs, such as an API key or client secret. Apps that use OAuth open the provider’s sign-in in a popup; if you see “Popup blocked”, allow popups for the dashboard and try again.
4
Connect
Click Connect.
The card shows Connected, and the account’s page lists its Available Tools.
The account page
- Available Tools lists what the app exposes, each with a Run tool button to try it with sample values before any agent uses it.
- Connection settings are app-specific; Google Sheets, for example, has Choose spreadsheet.
- “Token expired, re-authorization required.” comes with a Re-authorize button. On the agent side, an expired account shows Reconnect in the tool picker.
- Disconnect removes the connection and all associated tool configurations. While assistants still use its tools, the dialog offers Edit assistants instead, so detach the tools from those agents first.
Next steps
Add an Integration tool
Pick the account, bind parameters, run it and import it onto the agent.
Tune call settings
Call duration, calling window, voicemail and interruptions.