Integrations

Source Connections

Connect the sources an agent needs to understand a workflow, answer with evidence, and prepare outputs that match current business rules.

Readable Sources

• Knowledge bases, SOPs, policy documents, and shared folders
• CRM records, tickets, forms, project items, and spreadsheets
• Approved message threads, call notes, and internal updates

Source Priority

Mark sources as authoritative, supporting, reference-only, or stale. This helps reviewers understand where answers and drafts should come from.

Access Boundaries

Use the narrowest permission set needed for the workflow. Separate sensitive records, private workspaces, and production tools from early testing.