> ## Documentation Index
> Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Whitelabeled Integrations

> Allow your clients to connect their own integrations directly from their client dashboard

# 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

<Info>
  When a client connects their integration, they only can access that connection. Your workspace integrations remain separate from client integrations.
</Info>

## Supported Integrations

Currently, the following integrations support whitelabeling:

<CardGroup cols={2}>
  <Card title="Google Calendar" icon="calendar">
    Let clients connect their Google Calendar to enable scheduling, event creation, and availability checking.
  </Card>

  <Card title="More Coming Soon" icon="sparkles">
    Additional integrations will support whitelabeling in future updates.
  </Card>
</CardGroup>

## How to Enable Integrations for Clients

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

<Steps>
  <Step title="Navigate to Clients Tab">
    Go to your main dashboard and click on the **Clients** tab in the sidebar.
  </Step>

  <Step title="Select Your Client Organization">
    From the list of organizations, click on the client you want to enable integrations for.
  </Step>

  <Step title="Enable Integrations Tab">
    In the client settings, find the **Tabs & Features** section and toggle on the **Integrations** tab.

    <Tip>
      You can customize which tabs are visible to each client, giving you full control over their dashboard experience.
    </Tip>
  </Step>

  <Step title="Save Changes">
    Click **Save** to apply the changes. The integrations tab will now be visible in your client's dashboard.
  </Step>

  <Step title="Notify Your Client">
    Inform your client that they can now access the Integrations tab to connect their accounts.
  </Step>
</Steps>

## 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

<Warning>
  Clients can only see and manage their own integrations. They cannot access or modify your workspace integrations.
</Warning>

## 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

<CardGroup cols={2}>
  <Card title="Data Isolation" icon="lock">
    Each client's integration data is completely isolated. Clients cannot access each other's connections or your workspace integrations.
  </Card>

  <Card title="OAuth Security" icon="shield">
    All integrations use secure OAuth 2.0 authentication, ensuring credentials are never shared or stored insecurely.
  </Card>

  <Card title="Client Control" icon="user-check">
    Clients have full control over their integrations and can disconnect at any time.
  </Card>

  <Card title="Audit Trail" icon="clipboard-list">
    All integration activities are logged for security and compliance purposes.
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Client doesn't see the Integrations tab">
    **Solution:** Make sure you've enabled the Integrations tab in the client's settings under Tabs & Features.
  </Accordion>

  <Accordion title="Connection fails during OAuth">
    **Solution:**

    * Ensure the client is using a supported browser
    * Check that pop-ups are not blocked
    * Try disconnecting and reconnecting
  </Accordion>

  <Accordion title="Integration not working with agent">
    **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
  </Accordion>

  <Accordion title="Multiple accounts showing for same integration">
    **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.
  </Accordion>
</AccordionGroup>

## Best Practices

<Check>
  **Enable integrations gradually** - Start with one or two key integrations before rolling out all options to clients.
</Check>

<Check>
  **Provide documentation** - Create a simple guide for your clients on how to connect and use integrations.
</Check>

<Check>
  **Test first** - Connect an integration yourself to understand the client experience before rolling it out.
</Check>

<Check>
  **Communicate benefits** - Explain to clients how integrations will enhance their AI agent's capabilities.
</Check>

<Check>
  **Monitor usage** - Keep track of which integrations clients are using to understand their needs better.
</Check>

## FAQ

<AccordionGroup>
  <Accordion title="Can I see my client's integration data?">
    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.
  </Accordion>

  <Accordion title="Can I disable a specific integration for certain clients?">
    Currently, enabling the Integrations tab gives clients access to all available integrations. Granular control per integration is coming soon.
  </Accordion>

  <Accordion title="What happens if a client disconnects an integration?">
    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.
  </Accordion>

  <Accordion title="Can clients share integrations between multiple agents?">
    Yes! Once connected, a client can assign the same integration to multiple AI agents in their workspace.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Managing Organizations" icon="building-user" href="/whitelabeling/clients/managing-organizations">
    Learn how to create and configure client organizations.
  </Card>

  <Card title="Custom Tabs" icon="browser" href="/whitelabeling/agency/custom-tabs">
    Discover how to customize which tabs clients see in their dashboard.
  </Card>

  <Card title="Client Dashboard Features" icon="gauge" href="/whitelabeling/clients/client-dashboard/features">
    Explore all the features available in the client dashboard.
  </Card>

  <Card title="Getting Started" icon="rocket" href="/whitelabeling/getting-started">
    New to whitelabeling? Start with the basics.
  </Card>
</CardGroup>

<Tip>
  **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.
</Tip>