What are integrations?
Integrations connect your Sonara agents to external apps and services. Once connected, your agents can take real actions during conversations - like creating a Salesforce lead, sending a Slack message, booking a Google Calendar event, or updating a spreadsheet.Available apps
Sonara supports 150+ app integrations across popular categories:| Category | Examples |
|---|---|
| Gmail, Outlook | |
| Communication | Slack, Microsoft Teams, Discord |
| CRM | Salesforce, HubSpot, Pipedrive |
| Calendar | Google Calendar, Outlook Calendar |
| Project Management | Asana, Monday.com, Jira |
| Productivity | Google Sheets, Notion, Trello, Airtable |
| E-commerce | Shopify, WooCommerce |
| Support | Zendesk, Freshdesk, Intercom |
| Developer | GitHub, Jira, Linear |
| And many more | Stripe, Zapier, Twilio, etc. |
Connecting an app
Open agent integrations
Navigate to your agent’s configuration and find the App Integrations section.
Click Add Integration
Browse or search the app catalog. Each app shows its name, logo, and connection status.
Select tools
Choose which actions your agent should have access to. For example, for Gmail you might enable:
- Send Email
- Read Inbox
- Search Messages
Authenticate
Choose an authentication method and connect your account. See Authentication methods below.
Authentication methods
Different apps support different ways to authenticate:OAuth (Connect yourself)
The most common method. Click Authenticate, sign in to the external service in a popup, and grant the requested permissions. The connection activates immediately.Share link
Generate a shareable authentication link for your customers or team members. Useful when the person who needs to authorize isn’t the one setting up the agent.- Links expire after 72 hours
- Copy the link and share it via email or chat
- You can regenerate new links at any time
- The connection status updates automatically once the link is used
API Key
Paste an API key directly. Use the Test Connection button to verify the key works before saving.Bearer Token
Paste a bearer token for token-based authentication.Basic Auth
Enter a username and password for services that use basic authentication.Managing integrations
Viewing connected apps
The App Integrations section shows all connected apps with:- App name and logo
- Connection status: Green “Connected” or Orange “Pending”
- Auth method badge: OAuth, API Key, Bearer, or Basic
- Delete button to remove the integration
Updating tools
Click on any connected app to update which tools are enabled:- The tool configuration modal opens with your current selections
- Toggle individual tools on or off
- Use Select All / Deselect All for bulk changes
- Click Save Changes
Refreshing pending connections
If a connection shows as “Pending” (e.g., waiting for an OAuth popup to complete), click the Refresh button to check if authentication has been completed.Removing an integration
Click the Delete icon on any connected app. Confirm the deletion - this removes the connection and the agent loses access to all tools from that app.Connection status
| Status | Meaning |
|---|---|
| Active | Authenticated and ready to use |
| Pending | Waiting for authentication to complete (e.g., OAuth popup) |
| Expired | Credentials have expired - re-authenticate to restore |
How agents use integrations
During a conversation, the agent automatically decides when to use an integration based on the caller’s request and the tool descriptions. For example:Caller: “Can you schedule a meeting for next Tuesday at 2pm?” Agent: Uses the Google Calendar integration to create the event, then confirms with the caller.
Use cases
| Use case | Apps & tools |
|---|---|
| Customer service | Gmail (reply to emails), Zendesk (create tickets), Slack (notify team) |
| Sales | Salesforce (create leads), Google Calendar (book demos), HubSpot (update deals) |
| HR | Google Sheets (update records), Slack (send notifications), Gmail (send offers) |
| Support | Jira (create issues), Intercom (manage conversations), Notion (update docs) |