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Connect the conversation to the next step

New feature

Product history · This record describes the product on the recorded date; it is not a deployment announcement.

An integrations hub brings scheduling, commerce, CRM, and team-notification connections into one place to configure and review.

Choose the connection for the job

The integrations area brings supported providers into a catalog with configuration appropriate to each connection. Scheduling, commerce context, CRM handoff, and team notifications can be set up around the workflows your team uses.

  • Review the available integration and its setup requirements.
  • Connect the correct provider account for your workspace.
  • Inspect connection and delivery information where supported.

Keep credentials out of the conversation

Provider credentials belong in the integration setup. They should not be pasted into assistant instructions or visitor-facing knowledge. The workspace separates connection management from the content used to answer visitors.

Confirm the real destination

After connecting a provider, test the full workflow with an authorized test record. A configured connection is a starting point; it is not proof that a booking, CRM update, or notification has reached an external service.