Connect Integrations
Integrations let your agents interact with external services — send emails, read CRM data, respond on WhatsApp, and more. This guide shows you how to connect them.
What you'll learn
- What integrations are and why they matter
- How to connect services like Gmail, Slack, or HubSpot (one-click)
- How to set up custom API connections for services not in the marketplace
- How to connect WhatsApp for messaging
What are integrations?
An integration connects your agent to an external service. When connected, your agent can:
- Send and read emails via Gmail
- Post messages in Slack channels
- Look up customer data in HubSpot or Salesforce
- Respond to WhatsApp messages
- Create tickets in Jira or Linear
- And 145+ more via OAuth
Without integrations, your agent can only chat. With integrations, it can take action on behalf of your team.
Connect a service (OAuth)
Most popular services connect with one click:
- Open your agent's detail page
- Go to the Integrations tab
- Click Browse & Add Tools
- Search for the service you want (e.g., "Gmail")
- Click Connect next to it
- A popup appears — sign in to the service and authorize Orxa
- Done! The integration appears under "Connected to this agent"
Your credentials are encrypted with AES-256 encryption and stored securely. OAuth tokens are refreshed automatically in the background — you don't need to reconnect.
Set up a custom API integration
If the service you need isn't in the marketplace, you can create a custom integration for any REST API:
- On the Integrations tab, click Create Custom Integration
- Enter a name and base URL (e.g., https://api.yourservice.com)
- Choose the authentication method: API key, Bearer token, Basic auth, OAuth2, or JWT
- Define the tools (endpoints) your agent can call — give each a name, HTTP method, path, and description
- Click Create
Write clear descriptions for each tool — the AI uses these descriptions to decide when to call each endpoint. For example: "Look up a customer by email address" is better than "GET customer".
Connect WhatsApp
WhatsApp works differently from other integrations. It uses a tool called WAHA that connects through your phone:
- Go to Inbox in the sidebar
- Click Channels (top-right of the inbox)
- Create a new WhatsApp channel
- A QR code appears — scan it with WhatsApp on your phone (just like WhatsApp Web)
- Once connected, your agent will receive and respond to WhatsApp messages automatically
The WhatsApp connection uses your phone number. Messages sent by your agent appear as coming from that number. Make sure you use a dedicated business phone number.
Expected outcome
Your agent is now connected to external services. It can send emails, read data, respond on WhatsApp, and interact with your business tools — all automatically. Next, learn how to monitor and manage these conversations in the Inbox.