Platform guide

🔌 Integrations & secrets

5 min read

Integrations (Settings → Integrations) connect the tools your business runs on - mail, calendars, project trackers, analytics, payments, CRMs and more. Each connection supports multiple accounts, a primary, renames, and scope presets: connect read-only where read-only is enough.

Every account row shows its health (expired credentials get a Reconnect), and “last used” jumps to that integration’s runs - so “what has it been doing with my calendar?” always has a receipt.

Custom integrations (Settings → Custom integrations) hold credentials for anything we don’t natively support - grouped fields, write-only values, masked display. Agents can use them; nobody can read them back out.

⚠️ Heads up: Scope discipline beats trust: give the narrowest preset that does the job, and expand only when a real task needs it. You can change scopes any time - agents adapt on their next run.