Welcome to your AI Consultant Dashboard
Configure your CRM, ticketing, and chat integrations to get started
CRM Integration
Connect your customer relationship management system
Salesforce
Connect to Salesforce CRM for lead and opportunity management
📋 Setup Requirements
- 1. Create an External Client App in Salesforce Setup → App Manager
- 2. Enable Username-Password OAuth Flow in the External Client App
- 3. Add this Callback URL to your External Client App settings:
Loading... - 4. Grant API and Full Access scopes
- 5. Copy the Client ID and Client Secret from the app
- 6. Use a dedicated bot user account with API permissions
OAuth Callback URL (for External Client App configuration):
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Salesforce REST API Configuration
🔑 External Client App Credentials
From External Client App → View → Consumer Key
From External Client App → View → Consumer Secret
Check this ONLY if using a Salesforce sandbox (test.salesforce.com)
⚠️ Developer Edition orgs (.my.salesforce.com) are NOT sandboxes - leave unchecked!
🏢 Salesforce Organization & User
Use .my.salesforce.com format for REST API
Dedicated bot user with API access permissions
🔐 Complete Connection
Choose Authentication Method
Option 1: OAuth 2.0 Web Server Flow (Recommended)
✓ Works with all Salesforce editions including Developer Edition
✓ Supports refresh tokens for automatic renewal
✓ Requires one-time user authorization
Option 2: JWT Bearer Token Flow (No IP Restrictions)
✓ No IP restrictions - perfect for ngrok/dynamic IPs
✓ Server-to-server authentication
✓ Requires RSA key pair and pre-authorization
JWT Bearer Token Configuration
Same username used in External Client App pre-authorization
The private key corresponding to the certificate uploaded to your External Client App
Prerequisites: Ensure you've uploaded the certificate to your External Client App and pre-authorized the bot user.
Other CRM Systems
HubSpot, Pipedrive, and more coming soon
Ticketing Tools Integration
Connect your project and ticket management systems
Trello
Connect to Trello for card and board management
Trello Configuration
Your personal API key from Trello Developer Portal
Specific board ID for tickets, or leave blank to choose later
Complete OAuth Authorization
Your API Key has been configured. Now authorize the bot to access your Trello account.
Instructions:
- Click the "Open Authorization" button below
- Log in with your Trello account
- Click "Allow" to grant permissions
- The setup will complete automatically and the window will close
Jira
Connect to Atlassian Jira for issue tracking
📋 Setup Requirements
- 1. Create an OAuth 2.0 (3LO) app in the Atlassian Developer Console
- 2. Enable OAuth 2.0 (3LO) under Authorization settings
- 3. Add this Callback URL to your app:
Loading... - 4. Add the Jira platform REST API under Permissions
- 5. Configure appropriate scopes (read:jira-work, write:jira-work, etc.)
- 6. Copy the Client ID and Client Secret from Settings
OAuth Callback URL (for Atlassian app configuration):
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Jira OAuth 2.0 (3LO) Configuration
🔑 OAuth App Credentials
From Developer Console → Settings → Client ID
From Developer Console → Settings → Secret
Complete OAuth Authorization
Your OAuth app credentials have been configured. Now authorize access to your Jira site.
Instructions:
- Click the "Authorize Jira Access" button below
- Log in to your Atlassian account
- Select the Jira site you want to connect
- Review and accept the requested permissions
- You'll be redirected back here when complete
Chat Tools Integration
Connect your chat and messaging platforms
Slack
Connect to Slack workspace for team communication
Slack Configuration
📚 Complete Setup Guide (Click to expand)
Step 1: Create Your Slack App
- 1. Go to https://api.slack.com/apps
- 2. Click "Create New App" → "From scratch"
- 3. Name your app (e.g., "[Your Company] AI Assistant")
- 4. Select your workspace for development
Step 2: Configure OAuth & Permissions
- 1. Go to "OAuth & Permissions" in the left sidebar
- 2. Add this Redirect URL:
Loading... - 3. Scroll to "Bot Token Scopes" and add these scopes:
- •
files:read- Critical for image processing - •
chat:write- Send messages - •
channels:history- Read public channels - •
groups:history- Read private channels - •
im:history- Read direct messages - •
app_mentions:read- Respond to mentions - •
users:read- Get user information - •
team:read- Get workspace information
- •
- 4. Save your changes
Step 3: Get Your App Credentials
- 1. Go to "Basic Information" in the left sidebar
- 2. Find "App Credentials" section
- 3. Copy your Client ID
- 4. Copy your Client Secret (click "Show" first)
- 5. Enter these credentials below
Step 4: Configure Event Subscriptions
- 1. Go to "Event Subscriptions" in the left sidebar
- 2. Enable Events
- 3. Set Request URL to:
Loading... - 4. Subscribe to bot events:
app_mention,message.channels,message.groups,message.im - 5. Save changes
⚠️ Important: The files:read scope is required for image processing. Without it, the bot cannot analyze images shared in Slack.
🔑 Slack App Credentials
From Basic Information → App Credentials → Client ID
From Basic Information → App Credentials → Client Secret
✅ Credentials Saved - Ready for OAuth
Your Slack app credentials have been saved. Now authorize your workspace to complete the setup.
OAuth Redirect URL (for your reference):
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Webhook URL for Event Subscriptions:
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Microsoft Teams
Microsoft Teams integration coming soon
AI Configuration
Configure your AI assistant's behavior and capabilities
AI Provider & Model
Optional: Faster model for tool selection (leave empty for default)
Your API key is encrypted and stored securely
Behavior & Personality
Adjusts the conversational style from very formal (1-2) to very casual (9-10). A balanced tone (5-6) works well for most professional contexts.
When enabled, the AI will use relevant emojis to make responses more engaging and friendly. Disable for more formal communication.
When enabled, the AI will include appropriate greetings when starting conversations (e.g., "Hello!", "Good morning!").
Controls how detailed the AI's responses should be. Concise is best for quick answers, while comprehensive provides in-depth analysis.
Adjusts the complexity of explanations and terminology. Beginner mode avoids jargon, while expert mode uses technical terms freely.
When enabled, the AI will reference your organization name in responses (e.g., "I'll help {{orgName}} with...").
Temperature for main responses
Temperature for tool selection (lower = more consistent)
Maximum tokens for all operations
Number of messages to remember per conversation
Maximum character length for user messages
Maximum recursive workflow iterations
Max tools per selection (leave empty to let Claude decide)
Custom Instructions
Define the AI's core personality, role, and behavior. This completely replaces the default prompt. Leave empty to use the default Salesforce consultant personality with your configured tone settings.
Specify how the AI should structure and format its responses. For ticket creation, include requirements like: "Only create tickets after gathering complete requirements. Include value score (1-10), urgency (1-10), and difficulty (1-10) for prioritization."
Add organization-specific context that the AI should know. Include custom objects, required fields, business processes, terminology, and any unique rules for your Salesforce org. This helps the AI give more accurate, relevant advice.