Custom Integrations
To set up a custom integration not covered by the standard list, you need to establish an endpoint for the system with an OpenAPI schema. Once the schema is available, you can integrate the system using a process similar to standard integrations:
General Information:
- Provide a Title and Description for the integration.
- Assign Access Groups to control who can use the integration.
Note
Once this access group is defined it cannot be changed anymore. If you still want to change access to your data source connection afterwards you will have to delete your current connection and/or create a new one. You will, however, always be able to (re-)define data access for the set up connection on method level (see below).
Configuration:
- API Endpoint: Enter the URL of the system’s endpoint.
- OpenAPI Schema: Paste your API schema.
- Confirm that you have reviewed and understood the requirements and responsibilities for creating and integrating a Tool, including ensuring appropriate data access permissions as outlined in the Terms of Service.
Data Access Rights:
- Configure access rights at the method level (e.g., get, post, put, delete) to define the actions users or groups can perform.
- Available methods will load based on the OpenAPI schema provided.
- You can choose to require user confirmation before executing a method, ensuring the user has the final say in any action initiated by the assistant. For more information see here.
- Access can only be granted on company, group or individual level each allowing for multiple selections (e.g. 3 different groups). It is however not possible to grant access to two groups plus an individual. For such cases or if you want to provide different functionality for different groups or individuals please create and assign seperate connections to the same data source with different restrictions and/or access levels for each setup.