How do I connect my CRM or calendar?
Add a connector under Integrations & Actions — managed connectors (Salesforce, HubSpot, Google/Cal calendars) are one click; custom APIs use OpenAPI or MCP.
آخر تحديث June 20, 2026
English
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Connectors let agents take action — look up accounts, create leads, book appointments.
- Open Integrations & Actions.
- Pick a managed connector or add your own OpenAPI/MCP endpoint.
- Authorize and select which tools to enable.
- Set risk tiers and confirmation rules, then attach tools to a Character.
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