What can I do now? · v2.4.0
Connect the business systems your employee needs so a conversation can use permitted, current information instead of relying only on stored explanations.
What can I do now?
- Manage business connections and their tools from Connected Systems.
- Give tools clear purposes and bounded inputs.
- Use permitted live information in the appropriate conversation workflow.
- Review operations that can change an external system before allowing them.
Who is this useful for?
For owners whose answers depend on information maintained in another business system.
What should I set up?
Connect a supported system, verify its access and configure a small useful tool. Test with an appropriate account and destination before enabling it in customer work.
Access and important limits
A connection needs valid provider access and the permissions required by that system. Reading data and changing external data are different operations. Testing is not a blanket permission to make real external changes.
Where can I learn how to use it?
Use the related guides below for current steps, permissions and examples. You can open the next or previous update without leaving the Help Center.
Questions about this update
What should I set up?
Connect a supported system, verify its access and configure a small useful tool. Test with an appropriate account and destination before enabling it in customer work.
Access and important limits
A connection needs valid provider access and the permissions required by that system. Reading data and changing external data are different operations. Testing is not a blanket permission to make real external changes.