Plan integrations
Plan integrations are third-party service connections shared across your plan. Members can use them in their agents and workflows without individual setup, unless their workspace has its own accounts for that integration. Manage both levels on the Integrations page, available from your profile picture in the bottom-left sidebar.
For available integrations, see the Integrations overview. For connecting several accounts and choosing between them, see Multiple integration connections.
How plan integrations work
A plan owner connects an account, and workspaces without their own accounts for that integration inherit it. When multiple connections are enabled, a supported integration can have several plan accounts, and those workspaces inherit the complete account set.
Integrations that do not require authentication need no connection setup.
Expand an integration on the Integrations page to see its Plan section and workspace sections. Open a section to see its accounts. Workspace rows with a Plan badge show inherited accounts. You can filter by integration name, Connection status, and Workspace. Opening Integrations from a workspace takes you to the same page with that workspace selected.
Who can manage connections?
| Action | Required access |
|---|---|
| Add, rename, reconnect, disconnect, or change the shared selection for a plan account | Plan owner |
| Connect, reconnect, or disconnect a workspace account | Member of that workspace |
| Rename a workspace account or change its shared account-selection setting | Workspace creator, or a plan owner who is also a workspace member |
Inherited plan accounts are managed in the Plan section. A workspace can choose how to use inherited accounts without renaming or disconnecting the shared plan connection.
Connecting an integration
- Find and expand the integration.
- Under Plan, click Add plan account.
- Complete the integration’s sign-in or credentials form.
- If prompted, give the account an optional name and click Save.
To connect another account, use Add plan account again. This option requires multiple-connection access and a supported integration. Use the account row’s Reconnect action to renew an existing connection.
Choose the plan’s default behaviour
When several accounts are connected, use Which account to use beneath the plan account list. Choose a fixed account, Run for every account, Ask me each time, or Let the agent decide. A fixed selection displays Current on that account.
This sets the shared behaviour. Workspaces, agents, and individual chats can have their own choices. Read Choose how accounts are used before enabling a mode that can use more than one account.
Disconnecting an integration
- Find the integration and expand Plan.
- Open the options menu on the account you want to remove and select Disconnect.
- Review the dependent-agent warning, then confirm the removal.
If you remove the default account and another plan account remains, the oldest remaining account becomes the default. Explicit agent and chat choices for the removed account are cleared. If no plan account remains, inheriting workspaces need a connection before their integration actions can run.
Workspace integrations
Individual workspaces can connect their own accounts — for example, a client workspace using a separate Google account. When multiple connections are enabled, supported integrations can keep several accounts within the same workspace.
How the override works
Autohive uses a workspace-first, plan-fallback model:
- If a workspace has any accounts for an integration, only those workspace accounts are available to its agents and workflows.
- If no workspace account exists, all plan accounts for that integration are inherited.
- The effective account-selection setting chooses which available account or accounts each action uses. Agent and chat settings can override the shared choice.
The two account sets are not combined. A workspace that inherits plan accounts can choose one of them as its own fixed default without changing the plan’s default or another workspace’s choice. Connecting its first workspace account replaces the inherited plan account set there.
Managing workspace connections
Open Integrations from the workspace, or select it using the Workspace filter on the Integrations page. Expand the integration and workspace, then click Add workspace account. Use the same button to add an additional account when multiple connections are available.
Use Which account to use to change the workspace’s shared selection. This requires the access listed under Who can manage connections?.
Disconnecting a workspace connection
Disconnect the exact account from its row and review the dependent-agent warning. If other workspace accounts remain, the workspace continues to use its own account set. Removing the default promotes the oldest remaining workspace account.
Only removing the last workspace account restores inheritance from the plan. Explicit agent and chat choices for a removed account are cleared, so review the inherited settings before running again.