How can Mr. AI work with data in another business system?
Mr. AI separates a Connected System, which owns access to that system, from a Live Tool, which reads approved data or performs an explicitly authorized write. Configure infrastructure in Integrations and the tool’s conversation use in Conversation Builder.
- 1
Open Settings, then Integrations, and review Connected Systems.
- 2
Use the provider’s supported connection flow and inspect the permissions before authorizing it.
- 3
Open Conversation Builder, then Live Tools, to configure the operation and its eligible stages.
- 4
Validate required fields and use an appropriate controlled Test.
- 5
Review any separate approval for an external write Test before authorizing a real side effect.
- 6
Inspect Technical Activity for connection failures and the business-usage timeline for customer-facing use.
- API Keys authenticate the specific API capability they were created for; a chat-only System API key is not a general integration credential.
- Outbound Events notify an external destination about supported business events.
- Opening a setup link or selecting a stage does not authorize a write or grant access to another account.
Common questions
Is every connected URL a Google connection?
No. Use the explicit supported provider flow; a hostname alone does not establish an OAuth connection.
Does Auto Apply & Publish approve external write Tests?
No. These are separate permissions.
Where do I change the business action?
Use the Action in Builder for business intent and the Live Tool for the authorized external operation.
Design the conversation journey
Connect your application with the System API
When should the AI use a Live Tool?
- State the operation’s purpose, when to use it and when not to use it.
- Specify required inputs, their source and the minimum useful result fields. Ask for missing information before execution.
- Use stage eligibility to limit where the tool can run. A selected tool with missing fields has not executed.
- Treat external text as returned data, not instructions that can override account rules.
Live reads and external changes
Is a read Test the same as a write Test?
No. A write Test can create a real external effect and needs its separate authorization. Auto Apply & Publish does not grant that authorization.
What if a write times out?
Inspect its recorded result and Technical Activity. Do not repeat an uncertain external write blindly; a timeout is not proof the destination did nothing.
Check the result
Test a read tool first and inspect returned facts. Any write needs clear authorization and a defined scope.