Integrations
Integrations are how your agent reaches out to the rest of your tools — like giving a new teammate the building keys, the chat handles, and the phone numbers they'll need to do their job. This section is where you hand your agent those keys: the saved logins for outside services, the places it shows up to chat, and the specific outside actions you want it to be able to take on your behalf.
You'll usually visit this section when you want your agent to do more than just talk — when you want it to answer on WhatsApp, look something up in HubSpot, or send an email through Gmail.
The three pillars
There are three pieces that work together to connect your agent to the outside world:
| Pillar | What it is, in plain words |
|---|---|
| Credentials | A saved login for an outside service. Could be a private code (an "API key"), a secure access pass ("token"), or a "Log in with Google/Facebook"-style sign-in (OAuth). You save it once; your agent reuses it. |
| Channels | The places where your agent shows up to talk to people — WhatsApp, Telegram, Slack, Discord, Microsoft Teams, a web embed on your site, the floating chatbot widget, or the direct API. |
| Custom Tools | A new outside skill you teach your agent — for example, "look up an order in Shopify" or "create a ticket in HubSpot." Most custom tools use a credential so the outside service trusts the request. |
And on top of those three, there's a fourth helper:
- Provider Setup Guides — step-by-step pages for popular services (Gmail, HubSpot, Slack, Shopify, and more) that walk you through getting the private code or secure access pass you'll need before you save the credential.
How they fit together
A credential gets reused by either a channel or a custom tool, and both of those plug into your agent.
A quick example: to let your agent send emails through Gmail, you save a Gmail credential once (a "Log in with Google"-style sign-in), then create a "Send email" custom tool that uses it. From then on, any time a conversation calls for it, your agent can send.
What's next
Credentials
Save logins for outside services once — private codes, secure access passes, or 'Log in with Google'-style sign-ins.
Channels
Choose where your agent shows up — WhatsApp, Telegram, Slack, Discord, Teams, your website, or the direct API.
Custom Tools
Teach your agent a new outside skill, like looking up an order or creating a ticket in another service.
Provider Setup Guides
Step-by-step pages for popular services — how to get the private code or secure access pass each one needs.
If you're brand-new, start with Credentials — almost everything else assumes you've saved at least one. From there, Channels is the fastest way to see your agent in action, and Custom Tools is where you give it new abilities.