A practical guide

The right connection for the job

Pick an account and decide how far it reaches.

All guides

“Tell me whose account I’m using and how far it reaches, then give me something small to try first.”

Wren
1

Start with the task

Decide what the Agent needs to do in the app, such as reading a document, preparing a draft, looking into an issue, or updating a resource you’ve approved. Then check Integrations for the supported connection type.

2

Choose whose account is involved

A connected Google account, a Slack or Teams bot you’ve installed, and a browser account the Agent owns each act as a different identity. Pick the one meant for this work.

3

Set up the connection

Follow the app’s connection flow, or ask the Agent to help you open it. If a browser sign-in is needed, do it on the Agent’s desktop. Put your credentials into the service’s own sign-in page. Don’t paste them into the conversation.

4

Review access

Grant the accounts, repositories, stores, or conversations this job needs. Connecting an integration makes it available, but the Agent still needs the right permissions to use it.

5

Try a small first task

Start with something read-only, like finding a document by name or summarizing an issue you picked. Look over the result before you widen the task or turn on actions.

Make a start

Start with one Agent and one real job

Set up a workspace, give an Agent something useful to do, and see how far it gets.