Connected apps and knowledge

Two sections of the agent editor decide what an agent can reach: Connected apps for the third-party services it may call, and Knowledge for the vaults it can search and cite.

Connected apps

In the agent editor, the Connected apps section picks which third-party services the agent can interact with.

Add an app the org has already connected, or use Connect new app to authorize a new one on the spot.
Expand each app to choose exactly which of its tools the agent can use (e.g. give it Gmail access).

Connected apps section with Gmail expanded to show its accounts — The apps this agent can use

Per-app tool picker for Gmail, filtered to draft tools — Choosing which Gmail tools it can call

Give agents the minimum set of tools they need. A focused toolset makes tool selection more reliable and keeps the agent fast.

Knowledge

Attach vaults so the agent can search your documents and cite them. There’s no separate search box: the agent searches its attached vaults on its own whenever a question needs your internal knowledge.

Click Add knowledge to attach a vault, then scope it to specific folders or files so the agent only searches what’s relevant.

Attach knowledge dialog listing available vaults — Pick a vault to attach

Vault scope dialog with individual files selected — Scope it to folders or files

You can also turn vaults on or off for a single chat from the composer’s Knowledge popover, without changing the agent. When your question needs a vault, the agent searches it and answers, showing numbered sources you can click to see the exact passages it used, so every claim traces back to a document.