Intake workspace

Keep the live call clean. Switch to integrations only when the agent needs more authority.

Integrations

Set up the tools the live agent can borrow when the conversation needs more leverage.

Keep connector setup out of the live call. Come here when the agent needs identity, inbox context, or a browser runtime to finish the job.

Available to the agent

Guest mode

Inbox not linked

Browser runtime pairs after case open

Google account

Available

Gives the agent a real identity, unlocks Gmail, and keeps personal actions scoped to your account.

You can keep using the live call without this, but Gmail search stays disabled.

Gmail

Optional

Lets the agent search receipts, renewal notices, cancellation emails, and support threads by voice.

Connect it only if the agent should search your inbox during the conversation.

Browser runtime

After case open

Hands the agent real browser control for logged-in cancellation, return, and support-form flows.

Install the companion extension, then pair it from the case page once the agent decides it needs browser authority.

1Password

Planned

Planned secure credential handoff so the agent can request access without asking users to paste secrets into chat.

This card is intentional product scaffolding only. No 1Password backend flow exists in the current repo.