Integrations Overview

​

Integration Types

Convosphere AI supports three types of integrations:

1. OAuth Integrations: Connect using OAuth 2.0 (e.g., Notion, Slack, Shopify)
2. API Key Integrations: Connect using API keys (e.g., Email, WhatsApp)
3. Webhook Integrations: Receive events via webhooks (e.g., Zapier, n8n)

​

Available Integrations

​

CRM Integrations

• HubSpot: Sync contacts, deals, and tickets
• Salesforce: Sync leads, opportunities, and cases

​

Communication Integrations

• Slack: Send messages to Slack channels, receive notifications
• Email: Send and receive emails via SMTP

​

E-commerce Integrations

• Shopify: Access products, orders, and customer data

​

Automation Integrations

• Zapier: Trigger workflows and receive events
• n8n: Trigger workflows and receive events

​

Knowledge Base Integrations

• Notion: Sync pages and databases for agent training

​

Setting Up Integrations

​

General Steps

1. Go to your agent dashboard
2. Navigate to Integrations
3. Click Add Integration
4. Select the integration you want to connect
5. Follow the setup instructions
6. Authorize the connection
7. Configure settings
8. Test the connection

​

Integration Status

Integrations can have the following statuses:

• Active: Integration is connected and working
• Inactive: Integration is disconnected or paused
• Error: Integration has an error (check configuration)
• Pending: Integration is being set up

​

Managing Integrations

​

Viewing Your Integrations

1. Go to your agent dashboard
2. Navigate to Integrations
3. You’ll see all connected integrations with their status

​

Testing Integrations

1. Click on an integration to view details
2. Click Test Connection to verify it’s working
3. Check the status and any error messages

​

Disconnecting Integrations

1. Go to Integrations in your agent dashboard
2. Find the integration you want to disconnect
3. Click Disconnect or Remove
4. Confirm the action

​

Troubleshooting

​

Common Issues

OAuth Connection Fails:

• Check that redirect URLs match exactly
• Verify OAuth credentials are correct
• Ensure required scopes are granted

API Key Not Working:

• Verify the API key is correct
• Check that the key hasn’t expired
• Ensure the key has the required permissions

Webhook Not Receiving Events:

• Verify the webhook URL is accessible
• Check webhook signature verification
• Review webhook logs for errors

Integration Sync Fails:

• Check integration status
• Review error messages in the dashboard
• Verify credentials are still valid

​

Best Practices

1. Use Descriptive Names: Name your integrations clearly (e.g., “Production Notion Workspace”)
2. Test Before Production: Always test integrations in a development environment first
3. Monitor Status: Regularly check integration status for errors
4. Secure Credentials: Never share integration credentials
5. Review Permissions: Only grant necessary permissions to integrations

​

Next Steps