Connectors

Connectors is the one page in Settings where your organization's outside credentials live. Your mail server, your Google and Microsoft apps, your social scheduling account, your code hosting: everything your agents reach out to from your name is set up here, once, by an administrator.

Where to find it#

Press Open in Kareenos above, or open the avatar menu, choose Settings, then the Connectors tab. Administrators only. It is one long page with five sections, and the guides below each walk one section step by step.

What you can connect#

If you are not sure which of the email options you need, start at Choosing an email option. Conversation channels such as WhatsApp, Telegram, Slack and phone are not on this tab. They live under Messaging channels and Voice channels.

Who can open it#

Connectors is administrator only. If you cannot see the tab, ask whoever manages your account to either set the connection up for you or move you into a team that has administrator access. See Teams and access.

Step by step: setting up any card#

Every card on the page follows the same pattern, so learn it once.

1. Open Connectors and find the card. It shows Not configured until you set it up.

2. Press Set up (or Manage on a card that is already configured). A dialog opens with a Setup guide telling you where to get the credential, and the fields to paste it into.

   

3. Paste the credential. The box is always empty when you open it, even when a value is stored; leaving it blank keeps what is stored.

4. Press Test Connection where the dialog has one. It tests with what you just typed, before anything is written.

5. Leave Active on and press Save. The status chip on the card tells you where you stand: Not configured, Configured or Inactive, plus Test passed or Test failed after a test.

How every credential box behaves#

1. The box is always empty when you open it. A stored value is never shown back to you, not to an administrator and not to an agent. If a key is already saved you will see a placeholder saying so.
2. Leaving it blank keeps what is stored. You can change a sending address, a port or the Active switch without retyping the secret. Only type in the box when you want to replace the value.
3. Test before you save, where there is a button for it. Connectors and email profiles both test with whatever you have just typed, before anything is written, so a bad paste fails cleanly instead of half configuring the service.
4. Active is a real switch. A saved but inactive connection behaves exactly like one that was never set up.
5. Clear removes the credential entirely, and the abilities that depend on it go back to reporting the connector as not set up.

Nothing falls back to a shared account#

If a service is not set up, agents do not quietly borrow somebody else's. They report that the service has not been configured and stop, and they will keep reporting the same thing until an administrator sets it up. That is deliberate: your customers should never receive mail from an address you do not own, and your posts should never go out through an account you did not connect.

The practical consequence is that a build can look finished and still be unable to email anyone. Work through the connections your project actually needs as part of Your first day checklist.

Common mistakes#

• Setting up a connection but leaving Active switched off, then wondering why agents still report it missing.
• Saving a service without pressing Test Connection first, so a mistyped key only surfaces days later on a real customer send.
• Setting up a Google or Microsoft app and stopping there. The app is only step one. Each person still has to link their own account.
• Assuming a colleague can see the tab. Most people cannot, by design.

Next#

• Choosing an email option
• Messaging channels
• Settings and Agent Config