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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. You can set both up yourself, or let the builder do it, describe the job in the editor’s Chat sidebar and it connects the exact tools and attaches the right vaults for you.

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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 accountsConnected apps section with Gmail expanded to show its accounts

The apps this agent can use

Per-app tool picker for Gmail, filtered to draft toolsPer-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.

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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.
Knowledge section of the agent editor listing attached vaultsKnowledge section of the agent editor listing attached vaults
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 vaultsAttach knowledge dialog listing available vaults

Pick a vault to attach

Vault scope dialog with individual files selectedVault 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.
A chat answer grounded in knowledge, with a Searching knowledge tool callA chat answer grounded in knowledge, with a Searching knowledge tool call

The agent searches your vaults to answer

The Sources panel showing two cited PDF passages with page numbersThe Sources panel showing two cited PDF passages with page numbers

Click a citation to see its sources

Everything on this page is scoped, app tools, accounts, and vault folders. See Scopes and permissions for how scoping works and how to change it, even mid-chat.