Charli integrates with multiple third party applications. Integrations allow you to connect to your data sources, cloud storage, project management tools, and more. Integrations can be connected and managed directly in Charli.
To connect an integration
- Click Integrations from the side bar (or select Integrations from the profile menu on the top right)
- Find your Integration by scrolling or filtering the results
- Click Connect next to your desired Integration and follow the prompts in the conversation window
- If the integration does not require credentials, the Charli conversation will confirm that the integration has been connected
- From the Charli conversation, click the authorization prompt if necessary
- Enter your credentials in the pop-up window and follow any subsequent prompts from the application
To set a default integration
If you have multiple integrations connected under a single category, it is possible to set a default integration.
- Click the star on the integration listing to set it as the default
If a default integration has not been set, Charli will choose the integration used to complete a task based on the alphabetical order of your connected integrations.
To reconnect an integration
If an integration has disconnected, you will receive a message in the Charli conversation window notifying you that an integration has disconnected. You will need to reconnect the necessary integration before the workflow will be able to complete.
- From the sidebar or profile menu, click Integrations
- Navigate to disconnected integration by either:
- Clicking Reconnect at the top of the page to filter your integrations
- Search for the integration in the search bar
- Click Reconnect
- Click Connect
- Follow prompts in the Charli conversation window
Once you have reconnected your integration, you can navigate back to your project and rerun the workflow.