What it is
Agents and dashboards work from the tools your company already uses. You connect each tool once, and Argus reads it on its own from then on.
Where to find it
Data → Connections. The tools are listed as tiles under the heading Integrations, grouped by purpose: Billing & finance, Support, Analytics & search, Sales & CRM, Email and more.
Connect a tool
- Open Data → Connections. Use Find a tool to search by name.
- Select Connect on the tool's tile. A panel opens.
- If the panel shows Continue with …, select it, approve access on the tool's own page and you come straight back.
- Otherwise follow Where to find it, paste the key and select Test & connect.
- When the panel says the tool is connected, select Done. The First read starts on its own, or with the next hourly sync.
Fix or remove a connection
- Select Manage (or Fix) on the tile.
- Select Test connection to check it, Reconnect to sign in again, or Disconnect to remove it.
What the labels mean
- Connected: the tool works and is read regularly.
- Needs attention: the key was rejected, the sign-in ran out or the connection stopped. Select Fix.
- Not connected: nothing is set up yet.
- Coming soon: the tool is not ready. Request records that you want it.
- Not needed here: every page that would use the tool is switched off for your workspace.
The strip Getting your data in at the top of Data shows five steps: Pick the tools, Connect, First read, Data report and Company profile. It disappears when every step is done.
Good to know
- A workspace admin connects any tool. A person who Manages a department connects that department's own tools. Everyone else sees the tiles without buttons.
- A key is stored safely and never shown again. To change it, reconnect.
- Disconnecting a tool stops the agents that need it until it is connected again.
- Under Other tools, Another tool connects anything that has an MCP server.
- Your own mailbox and calendar are not connected here. See the articles on mail and on personal settings.