Connecting your tools
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Connections let your agents work inside the tools you already use, such as your email, calendar, CRM, and scheduling links. Once a tool is connected, your agents can read the data they need and take action on your behalf.
How connections work
You manage connections from the Integrations page in your dashboard. Each service has a card that explains what it unlocks and a button to connect it. Most services connect through your own OAuth app — a one-time, few-minute setup on that service's developer console, which Raileon walks you through step by step — then you approve access on that service's own secure sign-in screen. A few services connect with an API key instead. Either way, nothing happens without your approval.
A card can show one of a few states:
| State | What it means |
|---|---|
| Connect | The service is ready to link to your workspace. |
| Connected | The service is linked and your agents can use it. |
| Coming soon | The service is on the way but not ready to connect yet. |
| Disconnect | Shown on a connected service, to revoke access. |
Your data stays protected
Access tokens are encrypted at rest and stored separately for each customer. Raileon never sees your passwords. Tokens are only used by the system to call the service you connected. You can disconnect any service at any time from the Integrations page.
Supported services
Read and send email.
Manage your schedule.
Post messages to Slack.
Look up meetings and share booking links.
Create and update contacts.
Send documents for signature.
Draft invoices in your accounting system.
Do not see your app?
Outlook, Xero and Clio are also on your Integrations page — your Raileon team can set them up with you. Payments and voice are set up by your Raileon team. More are on the way. If you need a specific service, tell us and we will prioritize it.
Next steps
If this is your first connection, start with the general guide.