Skip to main content

​
Whitelabeled Integrations

Whitelabeled integrations allow your clients to connect their own third-party services (like Google Calendar, Gmail, etc.) directly from their client dashboard, providing a fully branded experience.

​
What are Whitelabeled Integrations?

Whitelabeled integrations enable your clients to:
  • Connect their own accounts (Google Calendar, Gmail, Outlook, etc.)
  • Manage integrations independently without accessing your workspace
  • Use integrations with their AI agents seamlessly
  • Maintain data privacy and control
When a client connects their integration, they only can access that connection. Your workspace integrations remain separate from client integrations.

​
Supported Integrations

Currently, the following integrations support whitelabeling:

Google Calendar

Let clients connect their Google Calendar to enable scheduling, event creation, and availability checking.

More Coming Soon

Additional integrations will support whitelabeling in future updates.

​
How to Enable Integrations for Clients

Follow these steps to enable the integrations tab for your clients:
1

Navigate to Clients Tab

Go to your main dashboard and click on the Clients tab in the sidebar.
2

Select Your Client Organization

From the list of organizations, click on the client you want to enable integrations for.
3

Enable Integrations Tab

In the client settings, find the Tabs & Features section and toggle on the Integrations tab.
You can customize which tabs are visible to each client, giving you full control over their dashboard experience.
4

Save Changes

Click Save to apply the changes. The integrations tab will now be visible in your client’s dashboard.
5

Notify Your Client

Inform your client that they can now access the Integrations tab to connect their accounts.

​
Client Experience

Once enabled, here’s what your clients will see:

​
Accessing Integrations

  1. Client logs into their branded dashboard
  2. Navigates to the Integrations tab
  3. Sees available integrations (Google Calendar, Gmail, etc.)

​
Connecting an Integration

  1. Client clicks Connect on the desired integration
  2. Completes OAuth authentication with their account
  3. Assigns the connection to their AI agents and tests it
  4. Integration is now connected and ready to use

​
Managing Connections

  • View all connected accounts
  • Add multiple accounts for the same service
  • Disconnect accounts at any time
  • Manage which agents have access to which integrations
Clients can only see and manage their own integrations. They cannot access or modify your workspace integrations.

​
Use Cases

​
Example 1: Real Estate Agency

A real estate client connects their Google Calendar to enable their AI agent to:
  • Schedule property viewings
  • Check availability for meetings
  • Send calendar invites to prospects

​
Example 2: E-commerce Business

An online store client connects Gmail to allow their AI agent to:
  • Respond to customer inquiries
  • Send order confirmations
  • Handle support tickets

​
Example 3: Consulting Firm

A consulting client connects Outlook to enable:
  • Meeting scheduling with clients
  • Calendar synchronization across team
  • Automated appointment reminders

​
Privacy and Security

Data Isolation

Each client’s integration data is completely isolated. Clients cannot access each other’s connections or your workspace integrations.

OAuth Security

All integrations use secure OAuth 2.0 authentication, ensuring credentials are never shared or stored insecurely.

Client Control

Clients have full control over their integrations and can disconnect at any time.

Audit Trail

All integration activities are logged for security and compliance purposes.

​
Troubleshooting

Solution: Make sure you’ve enabled the Integrations tab in the client’s settings under Tabs & Features.
Solution:
  • Ensure the client is using a supported browser
  • Check that pop-ups are not blocked
  • Try disconnecting and reconnecting
Solution:
  • Verify the integration is connected
  • Check that the agent has the integrated tool enabled
  • Ensure the client assigned the correct integration to the agent
  • Review agent configuration in the Prompt tab
Solution: This is normal! Clients can connect multiple accounts for the same service (e.g., personal and work Gmail). They can select which account to use per agent.

​
Best Practices

Enable integrations gradually - Start with one or two key integrations before rolling out all options to clients.
Provide documentation - Create a simple guide for your clients on how to connect and use integrations.
Test first - Connect an integration yourself to understand the client experience before rolling it out.
Communicate benefits - Explain to clients how integrations will enhance their AI agent’s capabilities.
Monitor usage - Keep track of which integrations clients are using to understand their needs better.

​
FAQ

Yes, you can see their connected accounts and disconnect them if needed. But the client connections are completely private, you cannot access their connected accounts or integration data.
Currently, enabling the Integrations tab gives clients access to all available integrations. Granular control per integration is coming soon.
If a client disconnects an integration that’s being used by an agent, the agent will no longer be able to use that integration’s features until a new connection is made.
Yes! Once connected, a client can assign the same integration to multiple AI agents in their workspace.

​
Next Steps

Managing Organizations

Learn how to create and configure client organizations.

Custom Tabs

Discover how to customize which tabs clients see in their dashboard.

Client Dashboard Features

Explore all the features available in the client dashboard.

Getting Started

New to whitelabeling? Start with the basics.
Pro Tip: Whitelabeled integrations are a powerful selling point for your agency. Highlight this feature when onboarding new clients to demonstrate the flexibility and professionalism of your platform.