Connecting Systems
Connected Systems are external services that your specialists can use to get work done -- ticketing systems, CRMs, ERPs, reporting tools, and more.
Viewing Available Systems
- Navigate to Connected Systems in the sidebar
- You'll see all systems registered in the catalog
Each system card shows:
- System name and internal identifier
- Description of what the system does
- Connection status -- whether the system is Connected or Available
- Required fields -- highlighted with an asterisk (e.g., database*)
Connecting a System
- Click Connect on the system card
- Fill in any required configuration fields (e.g., database name)
- Enter Access Credentials (Client ID and Client Secret) if prompted
- The system status changes to "Connected"
System Actions
| Action | Description |
|---|---|
| Connect | Establish the connection to a system |
| Edit | Modify system configuration |
| Credentials | View or update access credentials |
| Discover Skills | Scan the system and index all available tools so specialists can find them |
| Remove | Disconnect the system from your company |
Search and Register
- Use the search bar at the top to find systems by name
- Click Register System to add a new external system to the catalog
Automatic Tool Discovery
Every connector is indexed with a description of what it does and what data it can access. When a question comes in, the right connector activates automatically based on what's being asked. Your specialist never needs to be told "check the reporting system for that."