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Integrations

Connect your agent to Gmail, Calendar, Slack, Zendesk and more

Integrations allow your AI agent to interact with external services to perform concrete actions like sending emails, creating appointments, or opening support tickets.

Available Apps

Leader24 supports 6 integrations:

Gmail

Allows the agent to manage emails:

  • Send reply emails to customers
  • Create drafts for review
  • Manage labels and organize mail
  • Access contacts

Google Calendar

Complete appointment management:

  • Create new events
  • Check availability
  • Modify existing appointments
  • Send invitations to participants

Slack

Team communication:

  • Send messages to specific channels
  • Create discussion threads
  • Search previous messages
  • Notify the team of important events

Zendesk

Support ticket management:

  • Create new tickets
  • Check status of existing tickets
  • Reply to tickets
  • Search tickets by keyword

Mailchimp

Marketing and newsletters:

  • Subscribe users to lists
  • Check subscription status
  • Manage lists and segments
  • Add tags to contacts

Calendly

Appointment booking:

  • Generate booking links
  • View scheduled appointments
  • Check availability

How to Connect an Integration

  1. Go to Agents > [Your Agent] > Settings
  2. Select the Integrations tab
  3. Find the app you want to connect
  4. Click Connect
  5. A window opens for OAuth authentication
  6. Log in with your account and authorize access
  7. The connection is saved automatically

After connecting, you'll see the "Connected" status on the app.

Configure Tool Instructions

After connecting an integration, you need to configure how the agent will use it:

  1. Click Configure on the connected app
  2. A dialog opens with an AI assistant
  3. Describe how you want the agent to use the integration
  4. The AI generates optimized instructions
  5. Review and select the best version
  6. Save the instructions

The instructions define when and how the agent will use the integration during conversations.

Gmail: Special Features

Gmail offers additional features:

Email Templates

You can create predefined email templates:

  • Click Email Templates on the Gmail card
  • Create templates for different scenarios (welcome, follow-up, support)
  • Use dynamic variables to personalize
  • The agent will select the appropriate template

Logo Configuration

Customize emails with your brand:

  • Upload your company logo
  • Choose position (header, side)
  • Configure colors and style

Integration States

Each integration can have different states:

  • Not connected - The integration has not been configured
  • Connected - OAuth completed, ready for configuration
  • Configured - Instructions saved, the agent can use the integration
  • Setup Required - Connected but missing instructions

Troubleshooting

OAuth authentication fails

  • Verify you have the necessary permissions on the account
  • Try disconnecting and reconnecting
  • Check that popups are not blocked by the browser

Agent doesn't use the integration

  • Verify instructions have been saved
  • Check that status is "Configured"
  • Review instructions to ensure they are clear

Timeout error

  • Authentication has a 3-minute timeout
  • If it expires, retry the connection
  • Make sure to complete authentication quickly

How to disconnect

  1. Go to the integration card
  2. Click the menu (three dots)
  3. Select Disconnect
  4. Confirm the disconnection

Disconnection removes access and deletes saved instructions.

Best Practices

  • Configure only the integrations you need
  • Write clear and specific instructions
  • Test the integration before going to production
  • Monitor usage in conversations

Next steps

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Integrations - Leader24 | Leader24