Integrations Guide
Best practices, common use cases, and troubleshooting for ajan integrations
Overview
ajan integrations connect your workspace to external tools and services, enabling you to access and manage data directly from your conversations. This guide covers common patterns, best practices, and troubleshooting tips that apply across all integrations.
Common Use Cases
- Data Management — Access, organize, and update data in connected services without leaving your conversation
- Automation — Trigger workflows and automate repetitive tasks across your connected tools
- Reporting — Generate insights by pulling data from multiple sources into a single view
- Integration — Connect services together to create seamless workflows across your tech stack
Getting Started
Find the integration
Go to Integrations in your ajan workspace. Browse or search for the service you want to connect.
Connect your account
Click Connect and follow the authentication flow. Most integrations use OAuth—you'll be redirected to sign in with your account and grant ajan access.
Test the connection
In a new chat, type @ followed by the integration name (e.g., @Slack) and try a simple action like listing channels or reading recent data.
Explore available actions
Check the Integration Directory to see all actions and triggers available for your connected service.
Best Practices
Using Integrations
In Chat
Tag an integration with @ in any conversation to use its actions. For example:
@Slack send a message to #general saying "Meeting in 5 minutes"@HubSpot find contacts at Acme Corp@Google Calendar create a meeting tomorrow at 2pm
In Agents
Add integration actions to give your agents access to external tools:
- Open your agent and go to the Actions section
- Click Add Action and search for the integration (e.g., "Slack", "HubSpot")
- Select the specific actions you want the agent to use (e.g., "Send message", "Create contact")
The agent can then use these actions automatically when responding to users.
In Workflows
Integrations can both trigger workflows and be used as workflow steps:
- Triggers: Start a workflow when something happens in an external tool (e.g., new Slack message, new HubSpot deal)
- Actions: Add an Action Node to your workflow and select an integration action to perform (e.g., send email, update record)
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Authentication failed | Expired or invalid credentials | Open the integration and reauthorize the connection |
| Rate limit exceeded | Too many requests in a short time | Reduce request frequency or add delays between operations |
| Data not found | Insufficient permissions or incorrect ID | Verify permissions and check that the resource ID is correct |
| Connection timeout | Network issues or service unavailable | Verify network connectivity and check the service's status page |
| Action not available | Integration not fully enabled | Ensure the integration is connected and all required scopes are granted |
Integration Permissions
Integrations request only the permissions they need to function. If you are a workspace admin, you can learn more about how scopes and action availability work in Manage Action-Level Scopes, and how user and group access works in Manage Action Access.
Support
For additional help with integrations:
- Check the specific integration's documentation page for detailed action references
- Contact support@ajan.com for technical assistance
- Visit our Help Center for tutorials and guides