Overview

Integrations connect your agent to external services, giving it knowledge to read, triggers to listen for, and actions to perform.

Three components of every integration:

Component
Description

Sources

Data the agent reads and learns from. (Past tickets, help center, macros, etc)

Triggers

Events that activate the agent automatically

Actions

Things the agent can do in the connected service - based on how the agent is instructed.

Key rules:

  • All integration types are available to all trial and paying users.

  • Connecting an integration does NOT auto-activate triggers - you choose what the agent listens for

  • All toggles are live - no Save button needed. Turn the triggers off if you want to pause or stop the agent from being live.

  • Multi-brand support: a single integration (e.g., Zendesk) can connect multiple brands/domains, each configured independently

Integration page structure (per integration): Each integration has a settings page with three sections: Sources, Triggers, and Actions. Each item has a toggle and optional configuration link.

Each integration can be added or removed from multiple agents.

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