Integrations

The Integration Configuration section allows platform administrators to connect the General Intelligence Platform to external services, enhancing its functionality and enabling data exchange. This might include connecting to databases, CRM systems, project management tools, or other applications.

Access: This section is only accessible to users with the platform administrator role.

Key Concepts

• Integration: A connection between the General Intelligence Platform and an external service.

• Credentials: The authentication information (e.g., API keys, usernames, passwords) required to access the external service.

• Supported Services List of supported services.

Adding an Integration

1. Navigate to Integration Configuration: (As described above).

2. Add Integration: Click the "Add Integration" or "New Integration" button.

3. Select Integration Type: Choose the type of integration you want to add from a list of supported services (e.g., Slack, Salesforce, Jira, Google Drive, a custom webhook). If your desired service is not listed, contact support for integration options.

4. Enter Integration Details:

   • Credentials: Enter the necessary credentials for the selected service. This may include:

     • API Key / Secret: Common for many API-based integrations.

     • Username / Password: For services that use traditional authentication.

     • OAuth Credentials (Client ID, Client Secret): For services that use OAuth for authorization. You may need to configure a redirect URI in the external service's settings.

     • Connection String: For database integrations.

     • Webhook URL: For integrations that receive data via webhooks.

     • Other Settings (Service-Specific): The form may include other service-specific settings. Refer to the external service's documentation for details.

5. Save Integration: Click the "Save" or "Add Integration" button.

6. Enabling Integration: Check the integration to enable the integration for the platform.

Security Considerations

• Credential Security: Treat integration credentials with the utmost care. Never share them outside of the secure Integration Configuration interface.

• Least Privilege: Grant the integration only the minimum necessary permissions on the external service. Avoid using overly permissive credentials.

• Data Privacy: Understand what data will be exchanged between the General Intelligence platform and the external service, and ensure this complies with your organization's data privacy policies.