Connections

Overview

You can use Connections to link third-party platforms to your workspace so your agents can read data and take actions. This helps you connect tools like WordPress and keep your business information available for AI-powered insights.

Getting Started

1. In the sidebar, click Settings.
2. Click Connections.
3. You will see the Connections page with sections for Connected and Available Apps.
4. To set up WordPress, click Connect under the available app list, or go directly to the WordPress connection page.

Actions

Save a Connection

1. Open Settings from the sidebar.
2. Click Connections.
3. Find the app you want to connect in Available Apps.
4. Click Connect.
5. Complete the connection details on the app page.
6. Click Save Connection.
7. You will see the connection added to the Connected section when it is saved successfully.

Generate an API Key

1. Open Settings from the sidebar.
2. Click Connections.
3. Select the connected app or connection that supports key generation.
4. Click Generate API Key.
5. You will see a newly generated key ready to use with the connected service.

Connect WordPress

1. Open Settings from the sidebar.
2. Click Connections.
3. In Available Apps, find WordPress.
4. Click Connect.
5. You will be taken to the WordPress connection page.
6. Follow the prompts to sync your WordPress site.
7. Click Save Connection.
8. You will see WordPress appear in the Connected section after the setup is complete.

Requirements

• Available on all plans.
• You must be a member of the workspace.

Troubleshooting

• If you do not see Connections, make sure you are in Settings and have permission as a workspace member.
• If an app does not appear in Available Apps, refresh the page and check whether the service is supported for your workspace.
• If WordPress does not connect, confirm that you selected the correct WordPress site and completed all required setup steps before saving.