How We Connect an Agent to Systems You Already Use
An agent that can't touch your systems is just a chat window. Here's what we connect to, what access actually looks like, and how we work out during scoping whether your setup is straightforward or genuinely hard.
What We Connect Agents To
Most agent projects touch two or three of these, not all five.
CRM
Contacts, deals, notes and follow-ups. See CRM AI agents for the detail.
Helpdesk & Support
Tickets, conversation history and status — read to answer, written to resolve or escalate.
Document Storage
Wikis, drives and help centres. See knowledge base agents and RAG agents.
Messaging
Email, WhatsApp and chat — see email agents and WhatsApp agents.
Internal APIs & Tools
Whatever custom or internal system your team already runs on. See tool-using agents for how the calling layer works.
Calendars & Booking
Availability, scheduling and reschedules — see appointment booking.
How We Evaluate Connectivity Before Committing
A quote before this step is a guess. This is the work that turns it into a real one.
Confirm the Interface
Does the system have a documented API, and does your plan or setup actually include access to it?
Map the Data Shape
What the records look like, what fields matter, and what has to be read versus written for the job.
Design the Access Model
Which credentials the agent needs, scoped to exactly this job, created and controlled by you.
Flag the Hard Parts Early
Rate limits, unusual auth, or a system with no API at all — named upfront, not discovered mid-build.
Scoped Access, Never a Blanket Login
An agent gets exactly the access a job needs, through credentials you create and control — never our own blanket admin login to your systems. You can review what's connected, narrow it, or cut access entirely at any time.
Where a connected action is higher-stakes, we scope a human confirmation step before it goes through, the same escalation principle behind every agent we build.
More on Access & Security
What "Connectable" Doesn't Guarantee
A system with no API at all sometimes just can't be connected safely, and we'll say so rather than force a fragile workaround.
An older or heavily customised internal tool can take real extra time to map correctly, even when it technically has an API.
Rate limits and quotas on the other system's side can shape what's realistic, not just what's technically possible.
Questions About Integrations
How do you know if our system can be connected?
If it has an API, or an interface an agent can act through safely, it's very likely connectable. Tell us what you use during discovery and we'll tell you plainly whether it's straightforward or genuinely hard, before you commit to anything.
What if our system has no API at all?
It happens, especially with older or heavily customised internal tools. Sometimes there's a workaround, sometimes there isn't yet, and sometimes the honest answer is that this particular system isn't a fit for an agent right now. We'll say which one it is rather than force a connection that won't hold up.
How much access does an agent get to a connected system?
Only what the specific job needs, through credentials you create and control. We scope access per task, not as a blanket admin login, and every credential can be reviewed or revoked on your side at any time.
Can an agent connect to more than one system at once?
Yes — most useful agents do. A support agent might read from a knowledge base and write to a helpdesk; a sales agent might read from a CRM and write to a calendar. Each connection is still scoped and evaluated on its own.
Do you support connecting to internal, non-public systems?
Yes, provided there is a safe way to reach them — a private API, a secure network path, or an interface your team already uses. We work out the safest route during scoping rather than assuming a public API is the only option.
Tell Us What You Use Today
List the systems as they actually are, warts included. We'll tell you plainly what connecting to them would involve.