Connections

Connect the apps, mailboxes, numbers and storage your agents and workflows use.

A connection is how Falcon reaches something outside it: an app such as a CRM, a mailbox, a phone provider or a storage bucket.

You connect a service once for the company. Then you choose which tools agents may use and which events can start workflows.

Some connections belong to one person, such as your own mailbox. Those appear under Your connections, and only you can use them.

Other systems can also call Falcon. See request mapping in the Workflows guide.

The Connections page listing connected apps such as a CRM, payments and email, with which agents use each one. — Sign in to an app once, then choose which agents use it.

In this guide

Prebuilt connector packages In pilot
App connections In pilot
Your connections In pilot
Email sending In pilot
Twilio In pilot
Phone numbers and AI voicemail In pilot
Storage and files In pilot
Event sources In pilot
Domains and links In pilot
GitHub repositories In pilot
Your own REST API Coming next
Message keys Coming next
Who can do what

Prebuilt connector packages

In pilot

Inspect versioned app packages and search pinned toolkit support knowledge before connecting an account.

What you can do

Read mapped actions, webhook events, versions and known gaps
Find Streak in Apps search under CRM; inspect package details while hosted account enrollment is unavailable
Distinguish a package mapping from live qualification, hosted installation and granted access
Search and cite pinned toolkit support notes

In Falcon: Connections

In the API: listConnectorPackages, getConnectorPackage, searchConnectorReferences, getConnectorReference

App connections

In pilot

Connect business apps such as a CRM, payments or email with a browser sign-in, using Falcon's sign-in or your own.

What you can do

See when this company has no synced app catalog; confirm Sync app catalog to refresh metadata
Read setup, permission and provider refusal guidance while keeping the last complete snapshot
Add an app and sign in to it
Choose which of its tools agents may use
Choose which of its events can start workflows

In Falcon: Connections · Apps · Finishing connecting

In the API: refreshToolCatalog, listConnectorPresets, getConnectorPreset, connectConnectorPreset, selectConnectorTools, serviceListConnectedApps, getCompanyAppSettings, updateCompanyAppSettings

Your connections

In pilot

Connections that belong to you, such as your own mailbox, and what may use them.

What you can do

See the apps connected in your name
Disconnect any of them

In Falcon: Your connections

In the API: listConnectedApps, disconnectConnectedApp

Email sending

In pilot

Send your agents' email from your own domain, through SendGrid, or through any mailbox that offers SMTP and IMAP.

What you can do

Connect SendGrid and send a test
Connect another mailbox by SMTP, with IMAP to read replies
See whether each sender is ready

In Falcon: Email

In the API: createSendGridConnection, testSendGridConnection, listSendGridConnection, createOtherEmailConnection, listOtherEmailConnections, disconnectOtherEmailConnection, listSendingSenders

Twilio

In pilot

Connect your Twilio account to send and receive texts with your own numbers.

What you can do

Connect a Twilio account and check it works
See the senders it offers

In Falcon: Twilio

In the API: createTwilioConnection, putTwilioConnection, checkTwilioConnection, listTwilioConnections

Phone numbers and AI voicemail

In pilot

Give an identity its own phone number for incoming calls, and let calls outside hours go to an AI voicemail that takes a message.

What you can do

Link a number to an identity
Set a number to answer as an AI voicemail
Detach or release a number

In Falcon: Numbers

Storage and files

In pilot

Connect an Amazon S3 bucket so agents can save, read and list files, and share files by link.

What you can do

Connect a bucket and check access
Create file stores with their own rules
Let agents save and read files

In Falcon: Storage

In the API: createStorageConnection, checkStorageConnection, createFileStore, updateFileStore, createFileLink

Event sources

In pilot

Your systems post named events to an event address (POST). Unlike a webhook, which starts one workflow, an event is sent once and starts every workflow listening for it.

What you can do

Add an event source and get its address
See an example event
Start several workflows from one event with 'When an event happens'

In Falcon: Event sources · An event source

In the API: getCompanyWebhookEndpoint, updateCompanyWebhookEndpoint, getAppCloudEventExample

Domains and links

In pilot

Set which domains the company's links and addresses use.

What you can do

See and set the company's domains

In Falcon: Domains & links

In the API: getCompanyDomainPolicy, updateCompanyDomainPolicy

GitHub repositories

In pilot

Install the GitHub app for your organisation and choose which repositories agents may work in.

What you can do

Install on a GitHub organisation
Pick repositories for agents to use

In Falcon: GitHub repositories

In the API: createCompanyGithubInstallation, actOnCompanyGithubInstallation

Your own REST API

Coming next

Describe your own REST API once and turn its endpoints into tools.

What you can do

Import an API description
Choose which endpoints become tools

Message keys

Coming next

Keys that let your own systems send messages through your agents' channels.

What you can do

Create a key and limit what it may send

Who can do what

Who may do each thing in this guide, and what an AI assistant connected as that person may do with it. Roles are set in Company settings › Roles.

What	Who may	An assistant
List prebuilt connector packages	Anyone who can see it	Reads · needs “look”
Read a prebuilt connector package	Anyone who can see it	Reads · needs “look”
Search connector reference knowledge	Anyone who can see it	Reads · needs “look”
Read connector reference knowledge	Anyone who can see it	Reads · needs “look”
Refresh the connected-app catalogue	People who manage tools	Reaches outside · needs “change settings” · waits for your approval
List connection presets	Anyone who can see it	Reads · needs “look”
Read a connection preset	Anyone who can see it	Reads · needs “look”
Connect connector preset	People who can edit it	Reaches outside · needs “change settings” · waits for your approval
Select connector tools	People who manage tools	Changes · needs “change settings” · waits for your approval
List connected apps	Anyone who can see it	Reads · needs “look”
Read company app sign-in settings	Anyone who can see it	Reads · needs “look”
Change company app sign-in settings	People who can edit it	Changes · needs “change settings” · waits for your approval
List connected apps	Anyone who can see it	Reads · needs “look”
Disconnect connected app	People who can edit it	Cannot be undone · needs “change settings” · waits for your approval
Create send grid connection	People who can edit it	Changes · needs “change settings” · waits for your approval
Test send grid connection	People who can edit it	Reaches outside · needs “run and test” · waits for your approval
List SendGrid connections	Anyone who can see it	Reads · needs “look”
Connect an Other email mailbox	People who can edit it	Reaches outside · needs “change settings” · waits for your approval
Read saved Other email mailboxes	Anyone who can see it	Reads · needs “look”
Disconnect an Other email mailbox	People who can delete it	Changes · needs “change settings” · waits for your approval
List available message senders	Anyone who can see it	Reads · needs “look”
Create twilio connection	People who can edit it	Changes · needs “change settings” · waits for your approval
Put twilio connection	People who can edit it	Changes · needs “change settings” · waits for your approval
Check twilio connection	People who can edit it	Reaches outside · needs “change settings” · waits for your approval
List twilio connections	Anyone who can see it	Reads · needs “look”
Adds a storage connection	Company administrators	Changes · needs “change settings” · waits for your approval
Checks that a storage connection works	Company administrators	Reaches outside · needs “change settings” · waits for your approval
Creates a file store	Company administrators	Changes · needs “change settings” · waits for your approval
Changes a file store	Company administrators	Changes · needs “change settings” · waits for your approval
Creates a link to a stored file	Company administrators	Changes · needs “change settings” · waits for your approval
Read the company webhook endpoint	Anyone who can see it	Reads · needs “look”
Update company webhook endpoint	People who can edit it	Changes · needs “change settings” · waits for your approval
Read an app event example	Anyone who can see it	Reads · needs “look”
Read email domain policy	Company administrators	Reads · needs “look”
Change email domain policy	Company administrators	Changes · needs “change settings” · waits for your approval
Add a GitHub installation	Company administrators	Reaches outside · needs “change settings” · waits for your approval
Run a GitHub installation action	Company administrators	Cannot be undone · needs “change settings” · waits for your approval

Next: Company settings