How do I add connectors to Remote Agent?

Connectors let Remote Agent and supported Remote apps work with tools you already use, such as Notion, Slack, Google Drive, and Salesforce. Once you connect a tool, you can access its information and complete tasks without reconnecting each time.

This article explains how to add, use, pause, and disconnect a connector.

To connect a tool to Remote Agent:

1. Open Remote Agent and select Connectors.
2. Choose the tool you want to connect.
3. Review the permissions the tool requests.
4. Select Connect.
5. Sign in to the tool and authorize access.

Once you authorize access, the connector is ready to use.

Note: We regularly add new connectors. To see which tools are currently available, select Connectors in Remote Agent.

Once you connect a tool, you can use it across your Remote Agent chats and supported Remote apps. You don't need to set it up again for each conversation.

What Remote Agent can do depends on the connector and the permissions you've granted. Supported capabilities may include:

• Read information: Access information from your connected tools.
• Search content: Find relevant information within connected tools.
• Take actions: Perform supported actions directly in a connected tool.

Not all connectors support the same capabilities.

Connectors are linked to your individual Remote account and respect your existing permissions in each connected tool. This means Remote Agent can only access information and perform actions that your current role and permissions allow.

Important: You can't currently limit a connector to a specific chat or Remote app. When a connector is enabled, it's available across all your Remote Agent chats and supported Remote apps.

You can temporarily pause a connector if you don't want Remote Agent or supported Remote apps to use it.

To pause a connector:

1. Open Remote Agent and select Connectors.
2. Choose the connected tool you want to pause.
3. Find the toggle in the top-right corner of the tool's page.
4. Turn the toggle off.

The connector stays connected, but Remote Agent and supported Remote apps can't use it while it's paused. To use the connector again, turn the toggle back on.

If you no longer want a tool connected to Remote Agent, you can disconnect it:

1. Open Remote Agent and select Connectors.
2. Choose the connected tool you want to remove.
3. Select Disconnect at the top of the page.

Unlike pausing, disconnecting removes the connection. To use the tool again, you'll need to reconnect it and authorize access.

• What is the Remote Agent and how do I access it?
• How do I connect Slack to Remote Agent?

If you have questions about connectors, contact us through live messaging.