Installing an Integration
Step by Step
Section titled “Step by Step”-
Access the Integrations page
In the sidebar menu, click on Integrations. The page displays already configured integrations and a button to add new ones.
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Open the catalog
Click the Add button to open the side panel with the catalog of available integrations.
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Search and select
Use the search field to find the desired integration by name or description. Click the ”+” button on the integration card.
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Name the integration
Enter a Name for this integration instance. This field is required and helps identify it in the list — especially useful when you have multiple instances of the same type (e.g., “Jira — Mobile”, “Jira — Backend”).
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Configure credentials
A configuration dialog is displayed with two types of fields:
- Settings — additional tool-specific fields (when applicable)
- Authentication — access credentials (API key, token, username/password, etc.)
Fill in all required fields (marked with an indicator).
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Choose permissions
At the bottom of the form, the Permissions section allows you to define the integration scope:
- Local (This workspace only) — selected by default. The integration is restricted to the current workspace.
- Global (All workspaces) — makes the integration available across all workspaces in the organization.
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Connect
Click Connect to save the integration. The system validates the credentials and displays a success or error notification.
Multiple Instances
Section titled “Multiple Instances”You can install multiple instances of the same integration type, each with different credentials and scope. For example:
- A Local Jira connected to the MOBILE project
- Another Local Jira connected to the BACKEND project
- A Global Jira available as fallback for all workspaces
When a workspace has a Local integration, it automatically overrides the Global version of the same type for that workspace’s AI agents.
Form Fields
Section titled “Form Fields”The configuration form is dynamic and varies according to the selected integration. Available field types are:
| Type | Description |
|---|---|
| Text | Free text fields (URLs, names, IDs) |
| Password | Masked fields for sensitive credentials |
| Email address fields | |
| Number | Numeric fields (ports, IDs) |
| Select | Dropdown with predefined options |
| Checkbox | Toggle for boolean options |
After Installation
Section titled “After Installation”With the integration installed:
- It appears in the configured integrations list with its name, scope badge (Local/Global), and logo
- The last validation date is displayed when available
- The integration becomes available for use in agents, workflows, and dashboards
- New dashboards may become available on the Home Screen