Developers

Advanced setup and integrations. If you’re a business user, start with the step-by-step Docs.

Quick links

Embed Integrations Messaging MCP tools Security FAQ
Tip: deep-link to sections like /developers#mcp.

Embed (chat widget)

  1. Create a Chat agent in your Dashboard.
  2. Open Agent → Get Embed Code.
  3. Paste the snippet before </body> on your site.
Common deployment notes
  • Multiple sites: you can deploy different agents to different domains.
  • SPA frameworks: paste into the base HTML template so it loads on every route.
  • CSP: if you use a strict Content Security Policy, allow the widget script and API endpoints used by your deployment.
Prefer the guided path? See Docs → Embed.

Integrations (credentials + scopes)

Integrations are configured per agent in Agent → Integrations.
Zendesk
Token auth; create tickets with transcripts.
Freshdesk
API key; create tickets with transcripts.
HubSpot
Private app token; read context + write notes.
Shopify
Custom app token; order lookup + product search.
Calendly
PAT + Event Type URL; availability → confirm → book.
Zapier
Trigger workflows from conversation events.
Advanced: recommended pattern
Use flows to gate actions safely:\n
  • Only run “create ticket” after required fields are collected (email, order #, issue type).
  • Use channel checks (web vs voice vs messaging) to keep behavior predictable.
  • Validate outcomes in the dashboard (runs, metrics) before expanding automation.

Messaging channels

  • WhatsApp / SMS (Twilio): connect your Twilio account and route by number/keyword.
  • Instagram: connect per-agent keys to reply to DMs and (optionally) comments/mentions via Meta webhooks.
  • Telegram: connect a BotFather token and configure webhooks.
See Docs → Channels for the step-by-step setup flow.

MCP (bring your own tools)

MCP lets you connect an external HTTPS server that exposes tools your agents can call. Use it to integrate internal systems or custom APIs.
  1. Add an MCP server in MCP Connections.
  2. Discover tools, then enable only what you need per agent (allowlist).
  3. Review calls in MCP Audit Logs.
Business-friendly steps: Docs → MCP.

Security checklist

  • Per-agent credentials: each client connects their own tools per agent and can revoke access independently.
  • Least privilege: grant only the scopes/permissions needed for your workflows.
  • Allowlists: enable only the integrations/tools you actually use.
  • Auditability: verify actions via logs and outcomes in the dashboard.
  • HTTPS everywhere: especially for MCP servers and webhook endpoints.

FAQ

Where do I configure integrations?
Per agent in Agent → Integrations. This keeps credentials scoped to the agent.
How do I keep automation safe?
Collect required fields first, gate actions with flow conditions, and verify outcomes before expanding.
I’m not a developer—where should I start?
Start with Docs (Quickstart), then come back here if you need advanced setup.