When building an assistant, you can select specific integrations and actions that your assistant will have access to. This guide shows you how to configure integrations at the assistant 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 Assistant Integration Settings
Open your assistant in the Assistant Builder
Navigate to the Actions tab in the assistant configuration
Scroll down to find the Integrations section
You'll see a list of all integrations that are available to your assistant, 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 Assistant
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 assistant
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 Assistant Settings
If you haven't already connected an integration personally, you can set up connections directly from the assistant 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 assistant
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 assistant
Save the changes. The assistant 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 assistant actually needs
Review regularly: Periodically review which integrations and actions are enabled
Test functionality: Verify that enabled actions work as expected with your assistant
Performance Optimization
Selective enabling: Don't enable all actions if your assistant only needs a few
Remove unused integrations: Disable integrations that aren't being utilized
Assistant Design
Match use case: Enable integrations that align with your assistant's purpose
User expectations: Consider what integrations users expect your assistant to have access to
Documentation: Document which integrations your assistant uses in its instructions
Troubleshooting
Actions Not Available
Ensure your company administrator has enabled the integration
Verify the integration is toggled On at the assistant level
Check that you have a personal connection to the integration
Connection Issues
Try disconnecting and reconnecting the integration from your personal settings
Verify you have the necessary permissions in the external service
Check if the integration requires additional configuration
Actions Not Working in Conversations
Confirm the specific actions are enabled (not just the integration)
Review the assistant's instructions to ensure it knows how to use the actions