Connect Agent

• Source: where data is retrieved from
• Destination: where the agent’s output is sent

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Amazon S3

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. If an Amazon S3 integration already exists, click “Select” under “Amazon S3” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
Show AWS configuration steps

4. Select the bucket and folder you wish to connect to

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Azure Blob Storage

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. If an Azure Blob Storage integration already exists, click “Select” under “Azure Blob Storage” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
Show Azure configuration steps

4. Select the container and folder you wish to connect to

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Box

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. If a Box integration already exists, click “Select” under “Box” and choose an account. Otherwise, click “Connect” and click to authorize access
4. Select the folder you wish to connect to

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Email

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. Select the “Email” integration
4. If adding as a source:
1. Copy the recipient email address (this is where emails must be sent to)
• The recipient address can also optionally be modified
2. (Optional) Specify a sender or domain the email must be sent from. If omitted, the agent will accept emails from any email address
3. Click “Confirm”
4. Send or forward emails to the recipient address
• Automatic forwarding can be configured in your email provider, e.g. Gmail or Outlook. Note that for Gmail forwarding, Kolena will automatically handle the verification step for the provided recipient address
5. If adding as a destination:
1. Specify a recipient email address
Specify Dynamic Email Address, Subject, and Body

2. (Optional) Modify the generated sender address, or use your own. This is the address the agent will send emails from
• When using your own email address, you will need to send and accept a verification email for the specified address
3. Click “Confirm”

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Gmail

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source
3. If a Gmail integration already exists, click “Select” under “Gmail” and choose an account. Otherwise, click “Connect” and click to authorize access
4. When prompted by Google, ensure you select the following required scopes: View your email messages and settings.
5. (Optional) Specify a sender (email address) or labels to filter emails. By default, all emails to the account will be part of the source
6. Click “Confirm”

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Google Drive

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. If a Google Drive integration already exists, click “Select” under “Google Drive” and choose an account. Otherwise, click “Connect” and click to authorize access
4. When prompted by Google, ensure you select the following required scopes: See, edit, create, and delete all of your Google Drive files.
5. Select the folder you wish to connect to

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Sharepoint

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a source or destination
3. If a Sharepoint integration already exists, click “Select” under “Sharepoint” and choose an account. Otherwise, click “Connect” and click to authorize access
4. Select the site you wish to connect to, followed by the drive, and then any directory within the drive

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CRM

• Salesforce

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a destination
3. Click the “CRM” card
4. If a CRM integration already exists, click “Select” under “CRM” and choose an account. Otherwise, click “Connect” and click to authorize access

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KMS

• Notion

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to connect an account
3. Click the “KMS” card
4. If a KMS integration already exists, click “Select” under “KMS” and choose an account. Otherwise, click “Connect” and click to authorize access

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Webhook

1. Navigate to the agent you wish to connect
2. Click the “Connections” tab and click to add a destination
3. If a Webhook integration already exists, click “Select” under “Webhook” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
Show Webhook configuration steps

4. (Optional) Specify an additional path to the selected webhook URL. The final URL for the destination would be <webhook_url>/<path>
5. Click “Confirm”