LESSON 2 OF 5
Connect your assistant to Scoped
Authorize a specific workspace and verify an assistant can read it.
Overview
A connected assistant can work with the Scoped workspace you authorize. Provider setup varies, so follow the connection instructions currently shown in Agents.
Choose access that matches the work you want the assistant to do. The assistant runs in its own environment and receives permitted access to Scoped.
Before you start
Have an available assistant account ready and confirm which Scoped workspace you intend to connect.
1Choose your assistant
Open Agents and choose the assistant you use. Follow the displayed connection steps without sharing credentials in a conversation.
2Review authorization
Check the workspace selected on the consent screen and review the requested permissions before authorizing access.
3Verify a read request
Ask the assistant to use Scoped to show your open issues. Check that the response refers to the expected workspace and records.
4Manage access and verify changes
Review or revoke the connection in Security and access. When requesting a change, specify the record and intended result, then check the saved state in Scoped.
Put it into practice
The assistant can read the intended workspace with the access you authorized, and you know where to manage that access.
Open your workspace