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Knowledge and assets

Manage sources, indexed content, managed websites, and shareable assets.

AI settings

Read and update guest-facing personality, instructions, photo limits, and escalation policy.

Actions

Discover actions, manage configuration and lifecycle, and inspect permitted execution receipts.

Custom tools

Work with the custom tool API, including definitions, execution tests, and logs.

A typical workflow

Choose the system you want to connect, inspect the available action or tool schema, and configure the integration. Verify knowledge processing or saved configuration before relying on it in a customer conversation.
Connectors organize systems and connections; Actions define the operations available to the agent. Configuration, execution, and inspection use separate permissions. HTTP action tests can call your external service.

Integration guides