Tools & Integrations

Your agent can use powerful tools and connect to external services to accomplish more.

Built-in Tools

Web Search

Agent can search the internet for current information.

When to enable:

• Support agents answering questions
• Sales agents researching prospects
• Need for real-time information
• Knowledge base is incomplete

Example: Customer asks "What's the current price of Bitcoin?" Agent searches and provides current price.

Cost: Free (uses Claude's built-in search)

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Send Email

Agent can send emails to customers and third parties.

When to enable:

• Always enabled for responding to customers
• Sending follow-ups
• Notifying third parties
• Confirmations and receipts

Example: Agent sends meeting confirmation to prospect with calendar link.

Cost: Included (uses your email account)

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Generate PDF

Agent can create PDFs for documents, invoices, reports.

When to enable:

• Invoices and receipts
• Reports and summaries
• Contracts and agreements
• Documentation

Example: Customer requests invoice. Agent generates PDF and emails it.

Cost: Included

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Generate Image

Agent can create images, diagrams, charts.

When to enable:

• Visual explanations
• Diagrams and flowcharts
• Custom graphics
• Infographics

Example: Support agent creates diagram explaining how to use a feature.

Cost: Included

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External Integrations

Google Calendar

Schedule meetings, check availability, create events.

What it can do:

• Create calendar events
• Check availability
• Schedule meetings
• Send calendar invites

Setup:

1. Go to agent settings
2. Click "Integrations"
3. Click "Connect Google Calendar"
4. Sign in with Google
5. Grant calendar access
6. Done!

Example use case: Sales agent schedules demo meeting when prospect asks "Can we meet Tuesday?"

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Google Contacts

Save and manage contact information.

What it can do:

• Create new contacts
• Save contact details
• Update existing contacts
• Organize contact groups

Setup:

1. Go to agent settings
2. Click "Integrations"
3. Click "Connect Google Contacts"
4. Sign in with Google
5. Grant contacts access
6. Done!

Example use case: Support agent saves customer contact info when they first reach out.

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Google Drive

Access documents, create files, share content.

What it can do:

• Access shared documents
• Create new documents
• Upload files
• Share files with customers

Setup:

1. Go to agent settings
2. Click "Integrations"
3. Click "Connect Google Drive"
4. Sign in with Google
5. Grant drive access
6. Done!

Example use case: Agent accesses customer's shared document to provide feedback.

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LinkedIn

Research prospects, find contact info, view profiles.

What it can do:

• Research prospect background
• Find contact information
• View company details
• Check mutual connections

Setup:

1. Go to agent settings
2. Click "Integrations"
3. Click "Connect LinkedIn"
4. Sign in with LinkedIn
5. Grant profile access
6. Done!

Example use case: Sales agent researches prospect before responding to inquiry.

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Calendly

Check availability, schedule meetings, send invites.

What it can do:

• Check your availability
• Schedule meetings
• Send calendar invites
• Manage meeting links

Setup:

1. Go to agent settings
2. Click "Integrations"
3. Click "Connect Calendly"
4. Sign in with Calendly
5. Grant access
6. Done!

Example use case: Agent offers meeting times from your Calendly availability.

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Recommended Tool Combinations

Support Agent

Tools: Web Search, Send Email, Generate PDF
Integrations: Google Contacts

Why:

• Web Search: Answer customer questions
• Send Email: Respond to customers
• Generate PDF: Create invoices/reports
• Google Contacts: Save customer info

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Sales Agent

Tools: Web Search, Send Email, Generate PDF
Integrations: Google Calendar, LinkedIn, Calendly

Why:

• Web Search: Research prospects
• Send Email: Follow up with leads
• Generate PDF: Create proposals
• Google Calendar: Schedule meetings
• LinkedIn: Research prospects
• Calendly: Check availability

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Operations Agent

Tools: Send Email, Generate PDF, Generate Image
Integrations: Google Drive, Google Contacts

Why:

• Send Email: Notify team members
• Generate PDF: Create reports
• Generate Image: Create diagrams
• Google Drive: Access documents
• Google Contacts: Manage contacts

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Managing Integrations

View Connected Integrations

1. Go to agent settings
2. Click "Integrations"
3. See all connected services
4. View permissions granted

Disconnect an Integration

1. Go to agent settings
2. Click "Integrations"
3. Find the integration
4. Click "Disconnect"
5. Confirm

Note: Disconnecting removes the agent's access but doesn't affect your account.

Revoke Permissions

If you want to fully revoke access:

1. Go to your Google/LinkedIn/Calendly account
2. Find "Connected apps"
3. Find Custom Agents
4. Click "Remove access"

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Best Practices

Enable Only What You Need

More integrations = slower responses. Enable only what the agent actually needs.

Start Simple

• Week 1: Web Search + Send Email
• Week 2: Add Google Calendar
• Week 3+: Add more as needed

Test Integrations

Before going live:

1. Connect the integration
2. Send test emails
3. Verify agent uses it correctly
4. Check output quality

Monitor Usage

Review agent activity to see:

• Which integrations it uses
• How often it uses them
• Quality of results

Adjust Permissions

If agent doesn't need full access:

1. Limit permissions in Google/LinkedIn settings
2. Use read-only access where possible
3. Restrict to specific calendars/folders

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Troubleshooting

Q: Integration not working
A: Check if it's connected in agent settings. Try disconnecting and reconnecting.

Q: Agent not using integration
A: Make sure it's enabled in agent settings. Check if agent instructions mention it.

Q: Permission errors
A: Disconnect and reconnect. Grant full permissions during setup.

Q: Slow responses
A: Too many integrations enabled. Disable ones you don't need.

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Coming Soon

We're working on integrations for:

• Slack (send notifications)
• Zapier (connect to 1000+ apps)
• Stripe (process payments)
• HubSpot (manage contacts)
• Salesforce (update records)

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Next Steps

• Building Agents - Configure your agent
• Autonomy Modes - Choose your safety level
• Escalation Rules - Define when to escalate
• FAQ - Common questions when a customer agrees to terms via email.

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How to connect an integration