Connections

Connections

Agent Skills call external services through Connections. Configure or authorize a Connection, then explicitly enabled Skills can use it without embedding credentials in prompts or page configuration.

The catalog describes services that can be made available. It is not a list of services used by every customer. Keep these states distinct:

  1. Available — the Connection appears in the product catalog.
  2. Configured — an administrator has supplied credentials or completed the required authorization.
  3. Used — an enabled agent Skill invokes the Connection in a workflow.

iDialogue installs with connection definitions for common services. Governance connections are enabled through the Governance tier. Contact support@idialogue.app to review requirements or enable a Connection for production use.

In Salesforce, open the "iDialogue Admin" app and select the "Connections" tab to review the catalog, launch setup for supported Connections, or open setup guidance. Status visibility and available actions vary by Connection; the page is not a universal live-health dashboard.

Logo Connection Type Agent Skill uses
iDialogue logo iDialogue OAuth Agents, Skills, Memory, Content
OpenAI logo OpenAI Managed / API Key Languages, Images, Knowledge, Tools
Salesforce logo Salesforce Peering OAuth Metadata, Org-to-Org, Deploy, Sync
Twilio logo Twilio Managed / API Key SMS, WhatsApp, Texts
GitHub logo GitHub OAuth Source Repo, Version Control, Documentation
Apollo.io logo Apollo.io OAuth Enrich Accounts, Leads, Contacts
Stripe logo Stripe API Key Payments, Charges
Perplexity logo Perplexity Search Managed / API Key Web Search, Citations, Research
Geoapify logo Geoapify Managed Geocode, Maps, Places, Directions
Smarty logo Smarty Managed US Address Verification, Deliverability Signals

Manage Connections in Salesforce

The Connections tab in the "iDialogue Admin" app shows the services available in the installed package and the actions exposed for each one. Depending on the Connection, an action can start authorization, collect or manage an API key, open configuration guidance, or require iDialogue support.

Before production use, review the credential owner, granted scopes, enabled Skills, data sent, permitted actions, provider retention, rate limits, costs, and offboarding path. The presence of a card does not prove that a valid credential exists or that any customer data has been sent.

Trust and provider review

Generated 2026-09-12T16:15:43.166661Z
iDialogue Agent

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