Integrations

Integrations let your assistant do more than answer questions — it can trigger actions in other systems (e.g., create a ticket, look up an account, submit a form).

How integrations typically work

1. Configure an integration connection (credentials, endpoints, permissions).
2. Add an action step in a flow.
3. Map any required parameters (what data to send).
4. Test, then publish.

Best practices

• Use least-privilege credentials.
• Avoid sending sensitive data unless required.
• Test error cases and define a clear fallback message for failures.
• Monitor early usage after publishing.