Connectors enable your Agents to access and interact with data from external platforms like CRMs, databases, and other business tools. Unlike capabilities that extend what Cassidy can do (like Web Search or Data Analysis), Connectors link Cassidy to the systems your team already uses, making it easy to pull information, update records, and automate workflows across your tech stack.
What are Connectors?
Connectors are integrations that allow your Agents to communicate with third-party applications in real time. When you add a Connector to an Agent, it can query customer data, create records, update information, and perform other actions directly within chat conversations—no need to leave Cassidy or manually switch between tools.
Agent Connectors are different from Knowledge Base integrations. Knowledge Base integrations like Google Drive, Slack, Microsoft Teams, Notion, and Confluence sync content into Cassidy's Knowledge Base to make it searchable using semantic search. Agent Connectors query external systems directly in real time to look up records, filter data, and take actions like creating or updating records.
Agent Connectors are also different from Workflow integrations. Workflow integrations connect to external systems within Workflows to pull information or push data as part of automated processes. If you need to integrate external systems into repeatable automation, use Workflow integrations or the Call Workflow tool. For more information on Call Workflow, read this article.
Connectors access data from external systems in real time. The data is not copied or stored in Cassidy—it's only accessed when needed to answer a specific question or complete a task.
Available Connectors
A few of the available Agent Connectors include:
HubSpot: Connect to your HubSpot CRM to search and retrieve customer information, view records, and ask questions about contacts, deals, and companies. For more information, read this article.
Salesforce: Access and interact with Salesforce data to query customer information, create and update records, and manage your CRM directly through chat conversations. For more information, read this article.
Airtable: Query records, create and update entries, and manage your Airtable bases directly through chat conversations with both read and write capabilities. For more information, read this article.
Snowflake: Query and analyze data from your Snowflake database, retrieve information from your data warehouse, and get insights on demand. For more information, read this article.
BigQuery: Connect to Google BigQuery to run queries and analyze large datasets stored in your data warehouse.
ServiceNow: Access and manage ServiceNow records, incidents, and requests directly from your Agent.
Connection Methods
Most Connectors support two authentication options:
Each user connects their own account (Recommended): Users sign in with their own credentials, and Agents respect individual permissions. Best for teams with varying access levels.
Use a shared connection: All users access the platform through one shared account, giving centralized control over what data the Agent can access. Best for teams that want everyone accessing the same data with centralized security.
Permission Controls
For Connectors with read and write capabilities (like Salesforce and Airtable), you can configure granular permissions for each action:
Always Allow: The Agent performs the action automatically when needed.
Needs Approval: The Agent asks for permission before taking the action.
Disabled: The Agent cannot perform the action.
This gives you precise control over what your Agents can do within each connected system.
Enabling Connectors
To add a Connector to an Agent:
Navigate to Agents: Click "Agents" in the left sidebar to access your Agent dashboard.
Select your Agent: Choose the Agent you want to configure by clicking on it.
Access the Connectors section: In the Agent's settings, navigate to the Connectors section of the "Setup" tab to configure and manage tools available to your Agent.
Add a Connector: Click "+ Add Connector" and click "+ Add" on the Connector option you want to enable for your Agent.
Configure authentication and permissions: Follow the prompts to authenticate and configure permissions for the Connector.
Your Agent will now be able to use that Connector during conversations. The Agent intelligently determines when to use each tool based on what the user asks for.
For detailed setup instructions for each Connector, refer to the individual articles linked above.