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Connecting a tool doesn’t hand the agent the keys to everything. You control each capability a connector exposes — separately, and at any time.

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The three settings

Every tool a connector offers has one of three settings:

Always allow

The agent uses it without asking. This is the default for reading — looking things up, pulling data.

Needs approval

The agent pauses and shows you exactly what it’s about to do before it does it. This is the default for writing — creating notes, tasks, or updates.

Blocked

The agent can never use it, period.

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Sensible defaults

When you connect a tool, Rivvi starts you off safely:
  • Reads → Always allow. Looking up a contact or pulling a report is low-risk, so it just works.
  • Writes → Needs approval. Anything that changes data in your tool — a note, a task, an update — waits for your sign-off.
You can tighten or loosen any of these. Set them one capability at a time, or change a whole group (all reads, or all writes) at once.

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Setting permissions

1

Open the connector

Settings → Connectors, then select a connected tool.
2

Review its capabilities

They’re grouped into read-only and write. Each shows what it does.
3

Choose a setting per capability

Pick Always allow, Needs approval, or Blocked. Changes take effect immediately.

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Approving a write in chat

When the agent wants to use a Needs approval capability, it doesn’t just do it — it shows you an approval card in the chat that previews the exact change: which tool, which action, and the specific details. You Approve or Decline. Nothing reaches the external tool until you approve.
Your permission settings are enforced on Rivvi’s servers, not just in your browser. A capability you’ve blocked stays blocked no matter what — the settings you see are the real gate.

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Muting vs. disconnecting

Two different things:
  • Mute (a switch in the chat’s + menu) temporarily hides a connected tool from the agent for your current browser. Your credentials and settings stay intact — it’s a quick “not right now.”
  • Disconnect (in Settings → Connectors) removes your stored credentials for the whole organization. Your permission choices are remembered, so reconnecting later is quick.

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Next

Using connectors in chat

See how the agent puts a connected tool to work.

Connect HubSpot

The worked, end-to-end example.