Connections
- You
- Choose provider
- The product
- Start provider-specific authorization
PRODUCT GUIDE
From connection to operational readiness
Authorize only the provider paths required for operation.
Product guide · Based on the September 18, 2026 product documentation. Connected proof is reported for specific operations; this guide is not a new live certification. Private work and provider authorization take place in Agent.
The journey, step by step
Mailbox Authorization
- You
- Complete mailbox/calendar/Zoom setup
- The product
- Read back provider-specific readiness
Sales Opportunities
- You
- Run bounded workflow
- The product
- Fail closed if readiness is insufficient
What completion means
Chosen exact provider operation reports required readiness and a bounded path verifies it.
Check the exact operation and current permissions before relying on the result.
Where it can stop
- scope absent
- mailbox capability absent
- callback mismatch
- provider unknown
How to recover
- reconnect
- rescan
- choose supported provider
- manual handling
If provider state is unknown, review its current state before retrying. A retry should not be treated as permission for a duplicate effect.
How modes change the journey
Connection authority is required independently of operating mode. Switching modes does not make a provider ready.
YOUR NEXT MOVE
Start with a clearer
next move.
Explore a Blueprint before deciding how much work to delegate.
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