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Integration Setup Guide

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Getting Started with Integrations

Setting up integrations is easier than you might think! Most connections take just a few minutes and follow the same basic pattern: find the integration, click connect, authorize access, and you’re done. This guide will walk you through each step so you can confidently connect your business tools to your AI agent.

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Before You Start

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What You’ll Need

1. Admin access to the platform you want to connect (Shopify, Airtable, etc.)
2. Login credentials for that platform
3. A few minutes of uninterrupted time
4. Basic information about what you want to achieve

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Important to Know

• Connections are safe - you’re giving read-only access, not control
• You can disconnect anytime - nothing is permanent
• Test first - try it out before customers use it
• One at a time - start with your most important platform

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General Setup Process

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Step 1: Access Integrations Page

1. Go to your dashboard
2. Click “Integrations” in the navigation menu
3. You’ll see available integrations with “Connect” or “Connected” status

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Step 2: Choose Your Integration

1. Review available platforms - Shopify, Airtable, Meta Business, Salla, Zid
2. Click “Connect” on the one you want to set up
3. Read the description to confirm it’s what you need

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Step 3: Authorize the Connection

1. You’ll be redirected to the platform’s login page
2. Enter your credentials (same as logging into that platform normally)
3. Grant permission when prompted
4. Wait for confirmation that connection succeeded

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Step 4: Test the Integration

1. Go to your AI agent settings
2. Enable the integration features you want to use
3. Test with sample questions to verify it works
4. Make adjustments if needed

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Platform-Specific Setup Guides

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Shopify Integration

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What You’ll Need

• Shopify store admin access
• Shopify store URL (like yourstore.myshopify.com)
• Products in your Shopify catalog

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Step-by-Step Setup

1. Click “Connect” on Shopify integration
2. Enter your Shopify store URL when prompted
3. You’ll be redirected to Shopify to authorize the connection
4. Log into your Shopify admin if not already logged in
5. Click “Install app” to authorize access
6. Return to your dashboard - you should see “Connected” status

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What This Connects

• Product catalog - descriptions, prices, availability
• Order information - status, tracking, history
• Customer data - purchase history, preferences
• Inventory levels - real-time stock information

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Testing Your Shopify Connection

Ask your AI agent questions like:

• “Do you have [product name] in stock?”
• “What’s the status of order #12345?”
• “What are your bestselling products?”
• “How much does [product name] cost?”

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Airtable Integration

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What You’ll Need

• Airtable account access
• Personal Access Token from Airtable
• Base ID (if you want to connect specific bases)

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Step-by-Step Setup

1. Get your Airtable Personal Access Token:
   • Go to airtable.com/create/tokens
   • Click “Create new token”
   • Give it a name like “AI Agent Access”
   • Select scopes: data.records:read
   • Click “Create token”
   • Copy the token (you’ll need it in next step)
2. Connect in your dashboard:
   • Click “Connect” on Airtable integration
   • Paste your Personal Access Token
   • Click “Save”
3. Configure data access:
   • Choose which bases to connect
   • Select tables you want AI to access
   • Set permissions (usually read-only)

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What This Connects

• Customer records - contact info, preferences, history
• Custom databases - any structured data you store
• Interaction history - conversation logs, notes
• Business data - whatever you track in Airtable

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Testing Your Airtable Connection

Ask your AI agent questions like:

• “What do you know about customer [name]?”
• “Show me recent customer interactions”
• “What are our customer preferences?”

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Meta Business Integration

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What You’ll Need

• Facebook Business Manager account
• Admin access to your business account
• Product catalog in Meta Business Manager

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Step-by-Step Setup

1. Click “Connect” on Meta Business integration
2. You’ll be redirected to Facebook login
3. Log into your Facebook account that has business access
4. Select your business from the dropdown
5. Choose product catalog to sync
6. Grant permissions for catalog access
7. Confirm connection and return to dashboard

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What This Connects

• Product catalogs - syncs with Facebook/Instagram shopping
• Advertising data - product performance, ad insights
• Cross-platform consistency - same product info everywhere

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Testing Your Meta Business Connection

Ask your AI agent questions like:

• “How are our Facebook ads performing?”
• “Which products are popular on Instagram?”
• “Is our catalog in sync?”

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Salla Integration

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What You’ll Need

• Salla store admin access
• Salla account credentials
• Active Salla store

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Step-by-Step Setup

1. Click “Connect” on Salla integration
2. You’ll be redirected to Salla authorization page
3. Log into your Salla account
4. Grant permission for data access
5. Confirm connection when redirected back

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What This Connects

• Arabic market products - localized catalog
• Order management - Saudi/Middle East orders
• Regional customer data - local preferences
• Arabic language support - native language service

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Zid Integration

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What You’ll Need

• Zid store admin access
• Active Zid merchant account
• Products in your Zid catalog

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Step-by-Step Setup

1. Click “Connect” on Zid integration
2. Authorize through Zid OAuth
3. Log into your Zid account
4. Grant access permissions
5. Confirm successful connection

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What This Connects

• Saudi market focus - localized for Saudi Arabia
• Arabic product catalog - native language support
• Local logistics - Saudi shipping and delivery
• Regional payment methods - local preferences

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Enabling Integration Features in Your AI Agent

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After Connecting an Integration

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Step 1: Go to Agent Settings

1. Navigate to your AI agent
2. Click “Edit” or “Settings”
3. Look for “Capabilities” or “Integration” section

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Step 2: Enable E-commerce Features (for store integrations)

Available features:

• Product Recommendations - AI suggests products to customers
• Order Tracking - AI checks order status
• Inventory Checking - AI confirms product availability
• Checkout Assistance - AI helps with purchase process

To enable:

1. Toggle on the features you want
2. Save your agent settings
3. Test the new capabilities

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Step 3: Configure Data Access (for database integrations)

For Airtable and similar:

1. Choose which data AI can access
2. Set read permissions (AI can view but not change)
3. Configure privacy settings - what information to share with customers
4. Test data retrieval

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Common Setup Issues and Solutions

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”Integration shows as connected but AI can’t access data”

Possible causes:

• Integration connected but not enabled in agent settings
• Permissions not granted correctly during setup
• Data source is empty or misconfigured

Solutions:

1. Check agent capabilities - make sure integration features are turned on
2. Reconnect the integration - disconnect and connect again
3. Verify data exists - check that your store/database has content
4. Test with simple queries - start with basic questions

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”Connection fails during authorization”

Possible causes:

• Wrong login credentials
• Account doesn’t have admin permissions
• Browser blocking popups
• Network connectivity issues

Solutions:

1. Double-check credentials - make sure username/password are correct
2. Verify admin access - you need admin rights to authorize integrations
3. Allow popups - check browser popup blocker settings
4. Try different browser - some browsers handle authorization better
5. Clear browser cache - refresh and try again

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”AI gives generic responses instead of specific data”

Possible causes:

• Integration not properly enabled in agent
• Data format not compatible
• Privacy settings blocking data access

Solutions:

1. Check agent configuration - verify integration capabilities are enabled
2. Test data connection - make sure integration can access your data
3. Review privacy settings - ensure necessary data is available to AI
4. Contact support - if data format seems incompatible

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”Integration works intermittently”

Possible causes:

• API rate limits from the platform
• Network connectivity issues
• Platform maintenance or downtime

Solutions:

1. Check platform status - visit the platform’s status page
2. Wait and retry - temporary issues often resolve themselves
3. Review usage patterns - avoid overwhelming the integration
4. Contact support - if issues persist

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Best Practices for Integration Setup

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Security and Privacy

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Protect Your Data

• Use strong passwords for all connected accounts
• Review permissions regularly - make sure access is still appropriate
• Enable two-factor authentication on connected platforms
• Monitor access logs - check who’s accessing what

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Respect Customer Privacy

• Only access necessary data - don’t connect more than you need
• Be transparent - let customers know you use their data to help them
• Follow regulations - comply with GDPR, local privacy laws
• Secure customer information - never share data inappropriately

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Performance and Reliability

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Start Simple

• Connect one integration at a time - easier to troubleshoot
• Test thoroughly - make sure everything works before customers use it
• Monitor performance - watch for slow responses or errors
• Have backup plans - know what to do if integration fails

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Maintain Your Integrations

• Regular testing - monthly checks to ensure everything works
• Update credentials - refresh tokens and passwords as needed
• Monitor platform changes - platforms sometimes change their APIs
• Keep backups - don’t rely solely on integrated data

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Customer Experience

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Set Expectations

• Tell customers what your AI can and cannot do
• Be clear about data sources - “checking your order status…”
• Provide alternatives - ways to get help if AI can’t assist
• Train your team - everyone should know integration capabilities

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Continuous Improvement

• Ask for feedback - how are customers experiencing the integrated service?
• Monitor conversations - look for patterns in customer requests
• Update regularly - add new integrations as your business grows
• Measure success - track improvements in customer satisfaction

Remember: Integrations are powerful tools that make your AI agent much more useful. Take time to set them up properly, test thoroughly, and maintain them well. The investment in proper setup pays off with much better customer service!