Setting up/Configuring Apps
Once you've found the right app in the marketplace, the next step is setting it up and configuring it to work with your agent. This process involves providing configuration details (ex: access credentials) and settings to match your specific needs.
Overview
App setup and configuration involves:
- Instance Creation: Creating a named instance of the app for your agent
- Authentication: Connecting to your accounts and services
- Configuration: Setting app-specific parameters and preferences
- Testing: Verifying the connection and functionality work correctly
Basic Setup Process
Step 1: Select Your App
- Browse the Marketplace: Find the app you want to add to your agent
- Review App Details: Confirm it meets your requirements
- Click "Add App": Start the installation process
Step 2: Create App Instance
It's possible to connect apps multiple times to the same agent with different configurations. This allows for the agent to use multiple accounts or services at the same time. Give your app instance a descriptive name.
Examples:
- "Customer Support Gmail"
- "Sales Team Slack"
- "Finance QuickBooks"
- "Marketing HubSpot"
Step 3: App-Specific Configuration
Each app has unique configuration requirements. Examples include:
Authentication Settings:
- Account Credentials: Username, password, or API keys
- OAuth Integration: Secure authentication through the service provider
- Service URLs: Custom endpoints or server addresses
- Security Tokens: API tokens, certificates, or other security credentials
Functional Settings:
- Default Behaviors: How the app should operate by default
- Data Formats: Preferred formats for data exchange
- Notification Preferences: When and how to send alerts
Next Steps
After configuring your apps:
