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Help CenterPlatform · Agents

Connectors

Connect company services and private apps, then choose what your agents can use.

Updated Oct 19, 2026 7 steps 5 questions answeredOpen this page in the platform
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Overview

Open Agents, then Connectors to set up website providers, reporting, social accounts and other apps. Company connections belong to the selected workspace; private connections are available only to your own projects. Company reporting requires a selected client and reporting access. App connections and their controls require Agents access.

How to use this page

  1. Choose the workspace and category

    Confirm the workspace named at the top. Quick start shows Your website, Google Analytics, Social media and Advertising, with their saved connection status. Choose a card or tab, or All other connectors for the full directory. A saved property or connection does not prove that reporting or website tracking works.

  2. Connect your existing website

    Open Website. Save the public Website URL with Save connections when that field is available. Expand your provider to review the supported edits and limits, then connect using its sign-in or API-key form. Enter credentials in the form, never in chat. Enable Let agents make changes and the required tools only when you want supported edits or publication. Connecting a provider does not grant full site design or administrator access.

  3. Connect Analytics and Search Console

    Open Analytics. Select Continue with Google when available and approve access using an account that can access your website reports. Sign-in opens setup on Google Analytics. Choose a connected Google account, then the Google Analytics property and Search Console site. You can skip either report, but must choose at least one. Select Open report to save the selection and open Analytics, or Performance if you chose only Search Console. Use Connect another Google account for a different account. Open saved Analytics report opens the saved property without saving form changes. If sign-in is not enabled yet, existing reports remain connected. Website tracking must be installed separately.

  4. Connect social accounts

    Open Social and select the provider Connect button. Complete sign-in, then check Connected accounts and use Refresh when needed. These company accounts are shared within this workspace. The Connectors tab manages connections; open Agents, Social for recent posts and the Test post composer. Publish now on that page sends a real post.

  5. Connect advertising

    Open Advertising. For Google Ads, enter the customer ID and a manager ID only when needed, then Connect Google Ads. OpenAI advertising management uses the Advertising account ID and Management API key with Connect account. Its separate measurement card uses the Pixel ID and Conversions API key with Save OpenAI Ads. Saved keys are not displayed again. Use View performance for the company dashboard.

  6. Control agent access

    For configured company reporting services, use Agent access: On or Off when you have permission to manage company connections. Turning it off stops agent use of that service while keeping the reporting connection available. Configuration changes and social publishing retain their existing approval requirements. For app accounts, open the account to review Agents can use it, Let agents make changes, individual tools and triggers.

  7. Find other apps

    Open All connectors. Use Find an app or trigger, Category, and All, With triggers or Connected to narrow the directory. Expand an app to review Read data, Make changes and Project triggers where available. Choose the private or company destination when offered, then complete its connection form.

What the buttons do

Quick start / Website / Analytics / Social / Advertising / Google Workspace / All connectors
Switches the setup category.
Save connections
Saves the public Website URL in the Website tab for the selected company.
Continue with Google / Connect another Google account / Open report
Continue with Google starts sign-in when enabled. Connect another Google account starts an additional sign-in. Open report saves your selected reports and opens Analytics, or Performance for Search Console alone. Opening your report... appears while saving and navigating. Failed verification leaves the saved selection unchanged.
Agent access: On / Off
Allows or stops agent use of a configured company service without disconnecting reporting.
Open saved Analytics report / View Google Analytics / View performance
Open saved Analytics report appears when an Analytics property is saved and opens that workspace report, using the saved selection. View Google Analytics also opens the report page; View performance opens the company performance overview.
Open landing pages
Opens the campaign landing-page tool, also available under Agents, Websites, Landing Pages.

Common questions

No. Keep your existing website and connect a supported provider. SalesHive-hosted content is under Agents, Websites.
No. Expand the provider for its exact limits. For example, Wix supports blog content rather than static page layout, Squarespace supports commerce content rather than general pages, and Unbounce reads page information and leads.
No. Company reporting access and approval for changes are separate. App accounts also have their own tools and change permissions.
Select a client workspace and check that you have reporting access. Personal-only mode does not load company reporting. Google report setup and company agent-access changes also require permission to manage that company’s connectors.
Use Try again after a load error. If offered, use Reconnect Google, Reconnect this account or Resume Google connection. Reconnecting the account linked to a saved Analytics property returns directly to its report; other accounts open setup. An incomplete sign-in shows a message and the connection form on Google Analytics. Check that the account has access to the desired property or site. If settings changed during the check, reload before saving. Failed verification leaves the saved reporting selection unchanged.
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