When building an agent, you can select specific integrations and actions that your agent will have access to. This guide shows you how to configure integrations at the agent level.

Prerequisites

You must have Creator, Administrator, or Owner role permissions
Your company administrator must have enabled the integrations you want to use
You must have personal connections set up for the integrations (or be able to create them)

Accessing Agent Integration Settings

Open your agent in the Agent Builder
Navigate to the Actions tab in the agent configuration
Scroll down to find the Integrations section

You'll see a list of all integrations that are available to your agent, along with their available actions.

Understanding Integration Status

Each integration in the list shows:

Integration name and logo
Toggle switch to enable/disable the entire integration
Action count (e.g., "0 of 12" showing enabled actions out of total available)
Connection status (Disabled/Connected)
Available Actions section when expanded

Enabling Integrations for Your Agent

Method 1: Enable All Actions for an Integration

Find the integration you want to enable
Toggle the switch next to the integration name to On
This will enable all available actions for that integration
Save the changes

Method 2: Enable Specific Actions Only

Click on an integration to expand its Available Actions section
Review the list of available actions organized in two columns
Toggle individual actions On or Off as needed
Save the changes. Only the selected actions will be available to your agent

Types of Available Actions

Actions are typically organized into categories, such as:

Data Retrieval:

Get records by ID
Search records
Get companies/contacts/deals

Data Creation:

Create record opportunities
Create record companies
Create record contacts
Create record engagements

Data Management:

Update record information
Delete records
Update any unknown object type

Search and Discovery:

Search records by various criteria
Search companies, contacts, deals
Search any unknown object type

Setting Up Connections from Agent Settings

If you haven't already connected an integration personally, you can set up connections directly from the agent settings:

Find an integration showing Connect status
Click Connect to set up the integration
Complete the authentication process with the external service
Once connected, the integration's actions will become available for your agent

Managing Integration Connections

Viewing Connection Status

Disabled: Integration is available but not connected
Connected: Integration is connected and actions are available
Action count: Shows how many actions are enabled (e.g., "2 of 9")

Modifying Enabled Actions

Expand the integration you want to modify
Toggle specific actions on or off in the Available Actions section
Save the changes

Disabling an Integration

Toggle the integration switch to Off. All actions for that integration will be disabled for this agent
Save the changes. The agent will no longer be able to use any actions from that integration

Best Practices

Security and Permissions

Principle of least privilege: Only enable the actions your agent actually needs
Review regularly: Periodically review which integrations and actions are enabled
Test functionality: Verify that enabled actions work as expected with your agent

Performance Optimization

Selective enabling: Don't enable all actions if your agent only needs a few
Remove unused integrations: Disable integrations that aren't being utilized

Agent Design

Match use case: Enable integrations that align with your agent's purpose
User expectations: Consider what integrations users expect your agent to have access to
Documentation: Document which integrations your agent uses in its instructions