Settings
Integrations
Connect external services and tools to extend your workspace capabilities.
Integrations allow you to connect external services and tools to enhance your workspace functionality.
Accessing Integrations
- Go to Settings → Integrations.
- You'll see a list of available integrations.
Available Integrations
Common integration categories include:
- CRM Systems: Connect to customer relationship management tools
- E-commerce Platforms: Link with online stores and marketplaces
- Communication Tools: Integrate with messaging and collaboration platforms
- Analytics: Connect analytics and reporting tools
- Automation: Link with workflow automation platforms
Connecting an Integration
- Browse or search for the integration you want to connect.
- Click Connect or Add Integration.
- Follow the connection wizard:
- Authorize access to the external service
- Configure connection settings
- Set up sync preferences (if applicable)
- Click Save or Complete to finish.
Managing Integrations
Viewing Integration Status
- See which integrations are connected and active
- Check connection health and last sync time
- View integration-specific settings
Configuring Integration Settings
- Find the integration in the list.
- Click Settings or the integration name.
- Update configuration options.
- Click Save.
Disconnecting an Integration
- Find the integration you want to disconnect.
- Click Disconnect or use the actions menu.
- Confirm the disconnection.
Note: Disconnecting an integration may affect features that depend on it.
Integration Features
Integrations can provide:
- Data Sync: Sync data between Cloodot and external services
- Automated Actions: Trigger actions in external services
- Enhanced Features: Add new capabilities to your workspace
- Unified Workflow: Streamline your workflow across platforms
Best Practices
- Secure Connections: Keep integration credentials secure
- Monitor Usage: Track how integrations are being used
- Test Before Production: Test new integrations in a safe environment
- Documentation: Keep notes on what each integration does
- Regular Review: Periodically review connected integrations
Troubleshooting
Connection Issues
If an integration fails to connect:
- Verify credentials are correct
- Check that the external service is accessible
- Review integration logs for error messages
- Contact support if issues persist
Sync Issues
If data isn't syncing properly:
- Check sync settings and frequency
- Verify permissions are correct
- Review sync logs for errors
- Try manually triggering a sync
Advanced Topics
Advanced Integration Options
- MCP Servers - Connect external tools via Model Context Protocol for AI integration
- Copilot Settings - Configure AI-powered integrations and automations
- Skill Sets - Build custom skills that integrate with external services
- Creating Custom Skills - Develop skills that connect to third-party APIs
Channel-Specific Integrations
- Channel Connections - Connect and configure communication channels
- WhatsApp Settings - Configure WhatsApp Business API integrations
- Instagram Channel - Set up Instagram Business integrations
- Facebook Channel - Configure Facebook Messenger integrations
Workflow Automation
- AI Agent - Configure AI to use integrated services automatically
- Knowledge Base - Integrate external knowledge sources