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    • Overview
    • What is Operator AI?
    • Set up your Operator
    • Launch your first workflow
    • Overview
    • Your Morning Brief
    • Talking to Operator
    • Using voice with Operator
    • Reviewing suggested actions
    • Approve, edit or skip an action
    • Overview
    • Lead response
    • Morning Brief
    • Meeting follow-up
    • Inbox and communications triage
    • Customer health and renewals
    • Finance handoffs
    • Current page: Overview
    • How integrations work
    • Email and calendar
    • Messaging
    • CRM and customer records
    • Files and documents
    • Overview
    • How approvals work
    • Changing autonomy rules
    • Sensitive actions
    • Reviewing Operator actions
    • Overview
    • How Operator accesses your data
    • Managing permissions
    • Workspace isolation
    • Reviewing activity and audit history
  1. Guides
  2. Integrations

Integrations

Give Operator only the access a workflow needs.

Connect the systems around a workflow and give Operator only the access required to move that work forward.

Connection principle

Connect what the workflow needs. Expand later.

Start here

How integrations work

Scoped access, connected per workflow and revocable at any time.

4 min read

Email and calendar

Connect the systems your day already runs on so Operator can prepare real work.

3 min read

CRM and customer records

Keep your system of record current without manual data entry.

3 min read

All guides

Messaging

Bring Operator into the channels your team already talks in.

3 min read

Files and documents

Give Operator the context stored in your documents.

3 min read

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Operator AI

Hire a role, not another agent. Trained on your business, connected to your systems, and managed with you.

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