Managing app connections

Before you begin

The resources that use the connections that you establish with an app might have considerations that you must consider before you proceed.

General considerations:

• If you haven't set a credential type for an app, the credential type shows as "Not specified" and an error is displayed when users run the skills.
• Your skill flow fails to run if the parent app of the skill does not have its credential type set. The error lists the apps for which the credential type must be specified. Set the credential type for the listed apps.

For AI assistants:

• Only a Team credential type can be specified for a skill-based action. If a Member credential type is specified for a skill-based action, an error message "You aren't connected" is displayed.
• Prebuilt and imported skills become available in the AI assistant catalog only after admins or builders connect them to their corresponding apps in the AI assistant.
• Admins or builders must connect to the app on both the draft and live environments of the AI assistant.

For AI agents:

• Only a Team credential type can be specified for Orchestrate Agent Skillset.
• Admins or builders must enable the AI chat as the default chat of the tenant before they proceed with the app connections. For more information, see Switching the chat experience.

The credential types

Each app in the skill sets available can have a credential type set as either Member credentials or Team credentials.

The Member credentials are the user's personal credentials for the app. The Team credentials are the shared credentials for the app used by all the members of the team in the tenant.

The team skill set supports both Member credentials and Team credentials, while the skill sets from AI assistants and the Orchestrate Agent Skillset supports only Team credentials as credential type.

Connecting to apps

By default, the credential type is not specified for an app. Complete the following steps to assign credential preferences for an app and connect to it:

1. From the menu , click Skill sets.

2. On the Team skills page, select the Connections tab.

3. From the drop-down menu with skill sets, select Team skills or an AI assistant or Orchestrate Agent Skillset.

4. Search and select the app from the search menu.

5. Click the overflow menu next to the app, and click Connect app.

   • To set Member credentials:

     • Select the option Member credentials.
     • Click Save. Team members can use their credentials to connect to apps and use the required skills. For more information about how to connect with Member credentials, see Connecting to apps.

   • To set Team credentials:

     • Select the option Team credentials.
     • Click Connect app.
     • Provide the connection details for the app, and click Connect app.
     • All your team members can now use the skills that the app offers without providing the connection details.
     • The Credential type of the app is set as Team.
     • The Connected by column displays the user details of the person who set the team credentials.

You get a notification as the credential type is set successfully.

Updating the connection type

To edit the connection type of an app:

1. From the menu , click Skill sets.
2. On the Team skills page, select the Connections tab.
3. From the drop-down menu with skill sets, select Team skills or an AI assistant or Orchestrate Agent Skillset.
4. Click the overflow menu next to the app.
5. Select Edit connection.
6. Update the connection details for the app.
7. Click Update and connect app.

You have successfully updated the connection type of the selected app.

Deleting the connection type

You can delete the credential preferences added to an app. To delete the connection type:

1. From the menu , click Skill sets.
2. On the Team skills page, select the Connections tab.
3. From the drop-down menu with skill sets, select Team skills or an AI assistant or Orchestrate Agent Skillset.
4. Click the overflow menu next to the app.
5. Click Delete connection.
6. Click Delete connection again on the confirmation window.

You have successfully deleted the connection type of the selected app.

What to do next

After you make the connection, members of the team can:

• Admins or builders can add the skills of the connected app to the team skill set. For more information, see Managing skill sets.
• Builders can create skill-based actions in the AI assistant with the skills from the connected app. For more information, see Creating a skill-based action.
• Admins or builders can add the skills of the connected app or skill flows to the AI chat. For more information, see Adding skills to the AI chat

Parent topic:

→ Managing team resources