Connect apps and control what the assistant can do
Open Apps and choose Add an app. Connected apps appear as cards; open a card to review its connection and abilities.
- Choose the tool your business actually uses.
- Complete the sign-in or credential form.
- Review the available abilities before enabling customer access.
- Choose the intended access level where offered: Off, Owner only or Customers.
- Add relevant rules for that app and test a suitable request.
An app connection supplies access to business systems such as shops, calendars and CRMs. A channel connection supplies the place customers message you. Connecting one does not automatically configure the other.
An app marked Needs attention requires review. Waiting for sign-in means the connection flow is not complete. Reconnect after a provider revokes access or changes permissions.
Availability varies by provider and plan. Only promise customers an action after its connection, permissions and test are complete.
Need more help? Contact support.
Still need help? Contact support.