Connect integrations
Integrations let agents use approved external systems. Your administrator decides which connectors appear on your instance and which tools are approved. A visible integration does not mean that your personal account is already connected.
Integration catalogue in a sample instance with external services unavailable
External services are not active in this sample instance. “Unavailable” describes this instance, not the general availability of a connector.
Connect an account
- Open Integrations.
- Select an entry and open its details.
- Review the available actions and required permissions.
- Select Connect and follow the sign-in or credential form.
- Check the connection status afterwards.
Depending on the connector, sign-in uses OAuth, a personal access token or credentials. Intra AI stores connections per user; colleagues connect their own accounts. An agent or template never copies personal credentials.
Understand the status
| Visible status or action | Meaning and next step |
|---|---|
| Connect | The connector is available; connect your own account if required. |
| Connected | A connection is present. Access still depends on that account’s permissions and the selected tools. |
| Needs setup | An administrator must complete configuration before you can connect. |
| Unavailable | The required service is not available on this instance. The card cannot currently be opened. |
| Disabled | Administration has disabled the connector. Ask whether it is intended for your workspace. |
A connected utility that does not require a personal account does not prove that an external business account is connected. Open the details to see the authentication requirements and available actions.
Available connectors
The catalogue can include Microsoft 365, Google Workspace, GitHub, GitLab and FILERO. Actual availability depends on deployment configuration, plugin health, feature switches and your role. FILERO is a beta capability for appropriately configured instances in the Contiss cooperation.
Product names and marks belong to their owners. Their appearance states only that a technical connector exists; it does not imply partnership or certification.
Give an integration to an agent
- Open Tools in the agent builder.
- Select only the actions the agent needs.
- Save or publish the agent version.
- Connect your own account under Integrations.
- Test a read-only task first; check target and content before a write.
A tool may be absent despite a visible connector card when it is awaiting administrator approval or its definition changed. Chat identifies tools withheld for this reason.
Manage accounts
A connector may support more than one account. Where offered, choose a default or bind a particular account to an agent or conversation. Disconnect an account when you no longer want it used. Agents relying on that binding can no longer run those actions afterwards.
Connect FILERO
On enabled instances, a wizard covers instance selection, credentials and, where required, schema or index setup. Indexing is a separate administrative or configuration-dependent step; a successful sign-in alone does not guarantee searchable content. Follow status and error messages in FILERO management.
Write-action safety
Tools declare whether they read or write. A write can require confirmation before it runs. Check the recipient, repository, calendar, file or record in the confirmation dialog. Approval to run a particular tool without confirmation is centrally governed and can vary by instance.
Troubleshooting
- The integration is missing: your instance, role or trial does not offer it.
- Disconnected or expired: reconnect, then resend the task.
- Available but incomplete: an administrator must correct the plugin, key, redirect address or approval.
- The builder lacks a tool: it is not approved, awaits fingerprint review or the connector is unhealthy.
- The wrong account is used: check the default and the conversation or agent account binding.