GUIDE / INTEGRATIONS

Accounts and connections

The steps for connecting accounts and revoking a connection.

STEP 01

Integrations

Connect source accounts and choose your AI here.

Select a source tile and press “Connect”. Complete the service’s sign-in window with your account.

Open the settings gear to view status, account, last read and any errors.

Use “Refresh” in the details to request a connection check.

Sources instead contains computer folders and internal sources; Apps contains the apps your AI can use.

STEP 02

Google: one connection, several services

Gmail, Calendar, Contacts, Drive and Google Photos connect through Google.

In Integrations, select Google and press “Connect”. Complete authorisation in Google’s official window.

Check the tile’s details to see which services are authorised.

Use services in their respective sections: Messages for Gmail, Calendar for events, Contacts for your address book, and Add for files and photos.

To read Gmail and Drive using your AI on your phone, use that AI’s own official Google connection. Remote OmniAgents responses display “Google content is available only on your computer” for Google content.

STEP 03

Choose photos from Google Photos

Add chosen photos through the Google picker.

Connect Google in Integrations, then open Photos and the Add command.

Choose Google Photos and open the picker.

Select photos in Google’s window and finish the selection; return to OmniAgents to follow the import.

This concerns items chosen in the picker, not automatic import of your whole library.

STEP 04

Facebook, Instagram and Messenger

Connect Meta with the accounts and resources you authorise.

In Integrations, select Meta and press “Connect”. Complete the steps in the official window.

Check the associated Pages and Instagram accounts in the details.

View received messages in Messages and choose which ones to keep in memory.

The connection does not retrieve a general history of earlier messages: collection concerns messages received after connection.

STEP 05

WhatsApp Business and number selection

The number is connected through Meta’s official flow.

Select WhatsApp Business in Integrations and press “Connect”. Complete the service’s procedure.

Open the connection’s settings gear. If the account has several selectable numbers, choose one and press “Use this number”.

The selected number is the one OmniAgents receives messages on and replies from.

If there is only one number, the app uses it. Numbers that cannot be selected remain disabled. Available messages start from the time the number is connected.

STEP 06

iCloud Mail

Connect iCloud mail using an app-specific password.

Select iCloud Mail in Integrations and press “Connect”.

Enter your iCloud email address and the app-specific password created in your Apple account settings.

Confirm the connection and check its status on the tile.

Enter the app-specific password in the connection form, not in your chat with the AI.

STEP 07

Disconnect a source and remove access everywhere

Revocation on this computer and revocation at the service have different effects.

In Integrations, select the source and press “Revoke”. The standard confirmation concerns this computer’s connection.

For services that offer it, select “Remove access everywhere” only if you also want to revoke the provider’s authorisation, affecting other computers using the same account.

Read the outcome: if the service does not confirm revocation or requires a step in its settings, complete that step.

Content already kept in memory remains available after disconnecting the source.

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