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Overview

Workspace integrations control which connected accounts are available in the current workspace.

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Where to find

Use the following path to open this area.
  • Workspace -> Settings -> Basic information -> Integrations

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Connect an App Account

Use this section to understand connect an app account and what to confirm while completing this part.
  1. Open the Integrations tab.
Open the Integrations tab in workspace settings
  1. Click Connect on the provider.
Click Connect on an app provider
  1. Choose an existing team account or Connect new account.
Choose an existing account or connect a new account
  1. Complete authorization.
Authorize the app connection
  1. Confirm the account appears in Connected Integrations.
Connected account confirmation

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Assign Connected Accounts to AI Team

Use this section to understand assign connected accounts to ai team and what to confirm while completing this part.
  1. Open Add/Edit for the connected provider.
  2. Select which AI Team members (agents) should use that account.
  3. Save changes.
Assign connected account to AI Team members

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Important: Instagram Connection Requirements

Use this section to understand important: instagram connection requirements and what to confirm while completing this part.
  • Instagram connection is limited to business accounts linked to a Facebook Page.
  • Personal Facebook profiles are not supported for this connection flow.
  • If no linked page exists, the product can return an error indicating that no Facebook Page linked to Instagram was found.

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Notes

Review these notes before you proceed.
  • Team-connected accounts can be mapped to specific workspaces.
  • Remove workspace access from Add/Edit when an account is no longer needed.
Use these related pages for deeper guidance.