How can we help?

Integrations allow your Polyosync workspace to connect with supported external applications and services, enabling AI Employees, automations, and business workflows to interact with business systems when the relevant functionality is configured and authorized. Depending on the integration, this may involve retrieving information, exchanging data, or performing permitted operations in an external service. Before connecting an integration Make sure that: 1. You are signed in to the correct Polyosync business workspace. 2. Your account has the permissions required to manage integrations. 3. You have access to the external application you want to connect. 4. The external service supports the required authorization method. 5. You understand which information and operations the integration will be permitted to access. How to connect an integration Step 1: Sign in to Polyosync. Open your business workspace using your authorized account. Step 2: Navigate to the integration settings. Open the workspace settings and locate the available integration management options. Step 3: Find the external service. Review the supported integrations and select the service you want to connect. Available integrations may differ depending on your account configuration and the capabilities currently supported by Polyosync. Step 4: Begin the connection process. Select the available connection or configuration action. The authorization process depends on the external provider. Some services may use OAuth authorization, while others may require API credentials or additional configuration. Step 5: Authorize the connection. If redirected to an external provider, sign in using an account that is authorized to grant the requested access. Review the permissions requested by the integration before approving them. Step 6: Complete any required configuration. Depending on the service, you may need to select an account, organization, workspace, or other supported resource. Step 7: Confirm the connection. Return to Polyosync and check the available integration status or configuration details. Step 8: Test the integration. Where a supported test or low-risk operation is available, verify that the connection can perform its intended function. What happens after an integration is connected? A successful connection establishes the technical authorization required for supported integration operations. However, connecting an external service does not necessarily mean that every AI Employee or workflow can immediately use it. Additional configuration, permissions, or workflow setup may be required. Can I connect multiple external services? Polyosync supports integration-based workflows involving external business systems. The number and types of connections available depend on the supported integrations and applicable account configuration. Does connecting an integration automatically transfer all my business data? Not necessarily. The information accessed depends on the integration's permissions, supported operations, and the actions performed through the connection. What should I do if the connection fails? Verify your external account permissions, the authorization process, and any required configuration. If the issue continues, review the relevant troubleshooting information or contact Polyosync Support. Security recommendation Only connect external services that are necessary for your business operations. Use authorized accounts, review requested permissions carefully, and avoid granting broader access than required. A properly configured integration should support the intended business operation while respecting the security boundaries of both systems.