Connect your tools
Give an agent access to the external accounts it needs for a task.
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Connect an accountChoose the right account and agentUse the connectionReconnect or disconnectApp integrationsConnect an account
Open the agent's settings with the gear in the chat's header and choose Plugins; it opens on the Integrations tab. Select New integration, under the tab's description, and choose an available service. Follow the connection flow and approve the requested scopes with the external provider. Return to Opser and verify the connection is active.
Gmail and Google Calendar are connected to maya@northstar.example for this example agent. Available services depend on the workspace.
You can also ask the agent to connect a supported integration. Complete the sign-in step yourself when the agent gives you a connection link. Never send passwords, session cookies, or secret API keys as chat messages.
Choose the right account and agent
Check which agent you are configuring and which external account you authorize. A connection belongs to the agent, not to you: everyone with access to the agent can have it work in that account. An installed app’s mailbox access is a separate scope.
Connect only accounts that everyone with access to the agent may use. On a specialist agent, everyone with access can connect their own accounts; each person can disconnect the accounts they connected, and its owner or an admin any of them. If an installed app also uses that service, review the app’s separate connection and access settings.
Use the connection
Name the service and the outcome in your request. The agent can discover supported operations and use the permissions granted by the provider. Some writes may require approval.
Find next week’s customer meetings in the connected calendar and prepare a briefing from the related CRM accounts. Do not send any messages.
Available services and operations depend on what your environment supports. A familiar service name is not a promise that every feature of that service is exposed in Opser.
Reconnect or disconnect
Expired authorization, revoked scopes, and changes at the provider can break a connection. Check its status, reconnect if necessary, and retry a small read before repeating a write.
Disconnect an account you no longer use from Plugins, or ask the agent in its chat; it asks you to approve first. Automations that the account runs are removed with it, so review any schedules or workflows that depended on it.
App integrations
Some apps use administrator-managed connections for their own operations. Those may have separate configuration and access controls from the agent’s account connections.