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Connectors link Rivvi to the tools you already use — your CRM, your BI dashboards, your ad accounts — so the agent can work from live data and keep your systems in sync, all from the chat.
Connectors are available in the workspace at chat.rivvi.ai. Manage them from Settings → Connectors, or open the + menu in the message box.

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How connecting works: your credentials, your control

Rivvi uses a bring-your-own-credentials model. You paste your own token or app keys for a tool, and Rivvi stores them securely for your organization. There’s no Rivvi marketplace app to install and approve — you stay in control of the access, and you can revoke it any time by disconnecting.
1

Open Settings → Connectors

You’ll see your tools grouped into Connected, Available, and Coming soon.
2

Pick a tool and click Connect

A form appears asking for exactly the credentials that tool needs.
3

Paste your credentials

Follow the per-tool guide (linked below) to find each value. Fields marked as secrets are masked.
4

Choose what the agent can do

Once connected, set what the agent may do with each tool. Reading is on by default; writing asks for approval. See Permissions.

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Available now

These tools are live — connect them and the agent can use them in chat:

HubSpot

Read contacts, deals, and engagement; write notes and tasks back.

Salesforce

Read accounts, contacts, and activity; log calls and create tasks.

Microsoft 365

Power BI, SharePoint, OneDrive, Excel, and Teams — one connection.

Power BI

Just your Power BI reports and datasets, if that’s all you need.

Google Workspace

Drive, Sheets, and GA4 analytics from one connection.

Meta Ads

Read ad performance — spend, leads, cost per lead — into a report.

Zoho

Read CRM records and pipeline; write follow-up activity back.

Nutshell

Read contacts and activity; write notes and tasks back.

Microsoft Teams

Run Rivvi from inside Teams (installed, not pasted).

LeadingReach

Query referrals and appointments; provisions the Echo calling program.

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Coming soon

Listed in the workspace and on the way: Tableau, Looker, Databricks, Snowflake, Veeva, Slack, Twilio, Five9, Genesys, RingCentral, and JustCall. You’ll be able to connect these once they ship.

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What the agent does with a connector

Once a tool is connected and you’ve allowed it, the agent can use it mid-conversation:
  • Answer from live data — “how many deals are in the pipeline,” “pull this contact’s history.”
  • Build a list to reach — start a run straight from your CRM without exporting a spreadsheet.
  • Write back — log a call note or create a follow-up task, with your approval.
See Using connectors in chat.
Only connect tools you trust. Rivvi doesn’t control what a third-party tool exposes or how it behaves. You decide exactly which capabilities the agent may use — see Permissions.