The AI dashboard is currently in beta and may be unavailable or have limited functionality in certain regions.

Tutorial

Organization Integrations, Datasources & Apps

Connect datasources, configure provider credentials, and manage installed apps for an organization.

1

Open the organization workspace

Open Organizations, choose the company you want to demo, and stay inside that org while you connect data and tools.

2

Add organization datasources

Use the Databases tab to add SQL or REST datasources. Fill the display name, choose the datasource kind, paste the connection details, and save the datasource before approving or discovering endpoints.

3

Connect external integrations

Open the Integrations tab to connect Google, Microsoft, Slack, or other linked services. After the OAuth flow finishes, review visibility and sync settings so the assistant can reach the right data.

4

Configure org API keys and OAuth apps when required

In Settings, use Infrastructure for organization API keys (BYOK) and miner routing, then useAuthentication & Apps for organization OAuth app credentials (BYOA) and sign-in controls.

5

Review installed apps

Open the Apps tab to review installed APIs, browse the app store, open app config, and confirm which apps are approved for the organization.

Tip:This flow pairs well with automations and observability demos: once an org has datasources, integrations, and apps connected, the run detail pages can show exactly what the assistant was allowed to reach.