BookbagBookbag

Integrations overview

Connect Bookbag to the tools your store runs on — Shopify, Slack, WhatsApp, Zapier — and push events to your own systems with signed webhooks. Manage them all from your workspace.

View as Markdown

Integrations connect Bookbag to the rest of your stack. Some feed your agent knowledge and powers (your store, your help center, your messaging platforms); others push Bookbag's events out to wherever you want them. Together they make the agent a first-class part of your operations instead of a silo.

Who can manage integrations

Connectors are managed per agent, on the agent’s Integrations tab. Credentials are encrypted at rest and never returned in the dashboard once saved. See Members & roles.

Two kinds of integration

KindDirectionExamples
ConnectorsInto BookbagShopify, Stripe, Slack, Zendesk, HubSpot, Salesforce, Cal.com — ground the agent, give it powers, or hand off to a human.
Outbound webhooksOut of BookbagPush events like a new lead or a finished conversation to your CRM, data warehouse, or Zapier.

The Integrations tab — per agent

Each agent has its own Integrations tab: a gallery of every connector Bookbag supports. Search for a service, click Connect, and enter its credentials. Connections are scoped to that agent, so different agents can use entirely different accounts (e.g. two agents each pointing at their own Shopify store or Stripe account) with no cross-over.

Why per-agent

Agents often represent different brands, stores, or use-cases that need their own isolated credentials. Keeping connectors on the agent means each one only ever sees the accounts you connected to it.

Connecting a service only stores the credentials. To have the agent actually use it, add the matching connector action under that agent's Actions tab — there the agent picks which capability it can call (look up an order, create a ticket, fetch a subscription) and you describe when to use it.

Available integrations

ConnectorWhat the agent can do
ShopifyCatalog search, order status & tracking, customer & address updates, add-to-cart.
StripeSigned-in customers view subscriptions & invoices, cancel/reactivate, and update billing — see Stripe.
SlackPost messages and hand off conversations to a channel.
Zendesk / Freshdesk / Zoho Desk / Help ScoutEscalate to a human by creating a support ticket.
IntercomEscalate by starting an Intercom conversation.
HubSpot / SalesforceCreate and sync contacts; create leads and escalate cases.
Cal.com / Calendly / Google CalendarShow availability and book meetings / create events.

How connectors authenticate

Different platforms authenticate differently, but the dashboard hides the details:

  • API keys / tokens — most connectors (Shopify, Stripe, Slack, ticketing, CRM) take their keys on the agent’s Integrations tab. Secrets are encrypted at rest and never shown back. See Credentials & security.
  • OAuth — for data sources you're redirected to the provider to approve access, then bounced back connected (used by Notion knowledge import when configured).
  • Webhooks — for messaging channels, you also register a Bookbag inbound URL on the platform. See Deploy & channels.

What's next