Connecting an integration

You connect an app for a specific agent, from that agent's Plugins tab or straight from a chat with it. It takes a minute: find the app, sign in, done.

Every account connected in a workspace belongs to that workspace. Everyone in it can see which accounts are connected, and any agent there can be given one. Members, admins and owners can connect apps; viewers can't.

Connecting from the Plugins tab

1. Open the agent and click the settings button at the top of its page.
2. Go to the Plugins tab. Apps this agent already uses are at the top. Below them, under Connect more, is everything else. Use Search plugins... to find one.
3. Click Connect beside the app.
4. A window opens to the app's own sign-in. Sign in and approve access, and the window closes.

The app moves up to the agent's connected plugins, switched on.

If someone in the workspace has already connected an account for that app, Claos first asks which account this agent should use. You can pick an existing account or connect a new one.

Connecting from a chat

You don't have to go to the Plugins tab first. Ask an agent, or Claos, to do something in an app it can't reach yet, like "add these leads to HubSpot" or "what's on my Notion roadmap?", and its reply carries a Suggested plugins card listing the apps that fit. You don't need to name the app or ask to connect it: the agent suggests one whenever the work needs an app it doesn't have.

Each app on the card shows what you can do with it:

• Connect opens the app's sign-in window right there. In a chat with an agent, the new account is given to that agent as soon as you've signed in.
• Choose account appears in an agent chat when the workspace already has an account for that app. Pick one to give it to this agent, or choose Connect a different account to sign in to another.
• Connected means the agent can already use the app.
• Request access appears for apps that aren't open yet (see below). One click records the request.

Browse all plugins at the bottom opens the chat's Plugins settings, if the app you want isn't on the card.

Nothing is sent again after you connect. Ask the agent to carry on, or repeat your request, when you're ready.

If an agent tries to use an app and finds it isn't connected, the reply shows the same card for that one app, with a Connect button. Once you've connected it, the card offers Try again, which sends your last message again.

Apps that aren't open yet

While Claos is in beta, some apps show Request access instead of Connect. Click it to ask for that app. It then shows Requested.

For an app that isn't listed at all, click Request a plugin and tell us what you need.

Changing or removing an account

Open the menu (...) on a connected plugin:

• Switch account points this agent at a different account for that app.
• Disconnect from this agent stops this agent using the account. The account stays connected for any other agent that uses it.

Disconnecting in Claos stops Claos using the account. To withdraw access completely, also remove Claos from the connected apps in that app's own account settings.

If a connection stops working

Apps sometimes sign you out, for example after a password change. When that happens the agent tells you it needs to be reconnected, and the chat offers the Connect card again. Anyone who can connect apps can reconnect it, including when the person who first connected it has left the workspace.

Related

• What are integrations?
• Giving an agent access to an integration
• The integrations catalog