Use Team Connectors

Team connectors only appear on agents that live in that team.

​

Existing personal agent

1. On the Home page, open the agent’s ⋮ menu and choose Move to Team. Or open the agent and use Move to Team there.
2. Pick the destination team.

3. Open the connector’s three-dot menu.
4. Choose Use Team Default or Use Specific Account. See Choose which account to use.

​

New agent

Create the agent inside the team, add the connector, and pick the team account from the start.

​

Good to know

• Use Personal Default still uses each runner’s own account. That is usually what you want for Gmail.
• Use Team Default / Specific Account is for a shared inbox or CRM.
• Changing a team agent’s connector affects everyone. Confirm before you save.

​

Related