Skip to main content

​
In This Section

  • Integrations — Connect CRMs, email, data providers, social platforms, and other services.
  • Collaborators — Invite team members, assign roles, and organize access by department.

​
How These Relate

Integrations decide what your AI employees can reach. Collaborators decide who can use them. Most setup problems are one of the two: an employee that can’t do something usually needs an integration; a person who can’t see something usually needs a role change. Both are company-scoped — connecting a CRM in one company doesn’t connect it in another.