How-tointermediateadmin, member
Agent Pairing Flow
Connect an agent to your external tools and channels - the complete pairing walkthrough.
4 min read8,700 viewsUpdated 2026-02-16
JuliaGuide Assistant
In this article you'll learn about Purpose, then explore Step-by-step, and finally review Action matrix.
Purpose
Pairing connects an agent to an external service (email, CRM, calendar, chat channel). Once paired, the agent can read from and write to that service on your behalf.
Step-by-step
- Open Agent Detail → Integrations → + Pair Service
- Select the service from the catalog (Gmail, Slack, HubSpot, etc.)
- Complete the OAuth flow in the popup window
- Grant the requested permissions
- Choose which channels/folders/calendars the agent can access
- Click Complete Pairing
Agent Detail → Integrations → + Pair → OAuth → Permissions → Done ✓
You can pair multiple services to the same agent. Each pairing is independent and can be revoked separately.
Action matrix
| Service Type | Auth Method | Permissions | Revoke |
|---|---|---|---|
| Google Workspace | OAuth 2.0 | Read/Write selectable | Agent Detail → Integrations → ✕ |
| Microsoft 365 | OAuth 2.0 | Scoped per API | Agent Detail → Integrations → ✕ |
| Slack | OAuth 2.0 | Channel-level | Agent Detail → Integrations → ✕ |
| CRM (Salesforce, HubSpot) | API Key or OAuth | Object-level | Agent Detail → Integrations → ✕ |
| Webhook | Shared Secret | Inbound only | Agent Detail → Integrations → ✕ |
pairingintegrationsetup
Was this helpful?
More questions? Contact support