Integrations Guide

Best practices, common use cases, and troubleshooting for Odeus integrations

Overview

Odeus integrations connect your workspace to external tools and services, enabling you to access and manage data directly from your conversations. This guide covers common patterns, best practices, and troubleshooting tips that apply across all integrations.

Looking for a specific integration? Browse the Integration Directory to find setup instructions and available actions for each service.

Common Use Cases

• Data Management — Access, organize, and update data in connected services without leaving your conversation

• Automation — Trigger workflows and automate repetitive tasks across your connected tools

• Reporting — Generate insights by pulling data from multiple sources into a single view

• Integration — Connect services together to create seamless workflows across your tech stack

Getting Started

Go to **Integrations** in your Odeus workspace. Browse or search for the service you want to connect.



Click **Connect** and follow the authentication flow. Most integrations use OAuth—you'll be redirected to sign in with your account and grant Odeus access.



In a new chat, type `@` followed by the integration name (e.g., `@Slack`) and try a simple action like listing channels or reading recent data.



Check the [Integration Directory](/en/using-odeus/integrations/integration-directory) to see all actions and triggers available for your connected service.

Best Practices

Performance tips:

• Use pagination parameters (limit, maxRecords) to control result sizes
• Prefer IDs over names when referencing resources for better reliability
• Use filters to reduce data transfer when searching
• Batch operations when possible to minimize API calls

Important considerations:

• Ensure your authentication credentials have the necessary permissions
• Respect rate limits and API quotas for each service
• Review data privacy settings before sharing integration access
• Test write operations in a safe environment first

Using Integrations

In Chat

Tag an integration with @ in any conversation to use its actions. For example:

• @Slack send a message to #general saying "Meeting in 5 minutes"
• @HubSpot find contacts at Acme Corp
• @Google Calendar create a meeting tomorrow at 2pm

In Agents

Add integration actions to give your agents access to external tools:

1. Open your agent and go to the Actions section
2. Click Add Action and search for the integration (e.g., "Slack", "HubSpot")
3. Select the specific actions you want the agent to use (e.g., "Send message", "Create contact")

The agent can then use these actions automatically when responding to users.

In Workflows

Integrations can both trigger workflows and be used as workflow steps:

• Triggers: Start a workflow when something happens in an external tool (e.g., new Slack message, new HubSpot deal)
• Actions: Add an Action Node to your workflow and select an integration action to perform (e.g., send email, update record)

Troubleshooting

Issue	Possible Cause	Solution
Authentication failed	Expired or invalid credentials	Open the integration and reauthorize the connection
Rate limit exceeded	Too many requests in a short time	Reduce request frequency or add delays between operations
Data not found	Insufficient permissions or incorrect ID	Verify permissions and check that the resource ID is correct
Connection timeout	Network issues or service unavailable	Verify network connectivity and check the service's status page
Action not available	Integration not fully enabled	Ensure the integration is connected and all required scopes are granted

Integration Permissions

Integrations request only the permissions they need to function. If you are a workspace admin, you can learn more about how scopes and action availability work in Manage Action-Level Scopes, and how user and group access works in Manage Action Access.

Workspace admins: You can control which integrations are available to your workspace and set up shared connections for your team.

Support

For additional help with integrations:

• Check the specific integration's documentation page for detailed action references
• Contact [email protected] for technical assistance
• Visit our Help Center for tutorials and guides