> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wejam.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connect your CRM, email, and calendar to Jam Assistant.

Jam Assistant connects to your CRM, email, calendar, and chat providers via OAuth 2.0. Each connection unlocks a specific set of tools - for example, connecting Salesforce gives Jam Assistant the ability to search CRM records, create opportunities, and update objects.

## Where to Find It

Navigate to **Customize** in the sidebar, then select **Integrations** from the settings sub-menu.

The page is divided into two main areas:

* **Jam Assistant is everywhere you are** - phone and messaging channels (WhatsApp, phone call, speed dial)
* **Connections** - OAuth-based integrations for CRM, Email, Calendar, and Chat

![The Integrations page overview with the Phone & WhatsApp section visible at the top](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/01-integrations-page.png)

## Overview

![Connections section showing CRM, Email, Calendar, and Chat provider categories](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/02-integrations-connections.png)

Each category contains one or more providers. You connect **one provider per category** - Jam Assistant uses whichever provider is connected. There is no limit on how many categories you connect simultaneously; connecting all four gives Jam Assistant the broadest set of capabilities.

## Available Providers

### CRM Providers

| Provider               | Tools Available | Notes                                                                                |
| ---------------------- | --------------- | ------------------------------------------------------------------------------------ |
| **HubSpot**            | Available       | Contacts, deals, companies, tasks, notes, emails, meetings, leads, quotes, pipelines |
| **Salesforce**         | 9 tools         | Objects, opportunities, SOQL queries, SOSL search                                    |
| **Salesforce Sandbox** | Available       | Same as Salesforce - use for testing environments                                    |

### Email Providers

| Provider              | Tools Available | Notes                                |
| --------------------- | --------------- | ------------------------------------ |
| **Gmail**             | 20 tools        | Read, draft, search, and label email |
| **Microsoft Outlook** | Available       | Read and draft emails                |

### Calendar Providers

| Provider             | Tools Available | Notes                                       |
| -------------------- | --------------- | ------------------------------------------- |
| **Google Calendar**  | 16 tools        | View, create, update, and respond to events |
| **Outlook Calendar** | Available       | View and create calendar events             |

### Chat Providers

| Provider            | Tools Available | Notes                     |
| ------------------- | --------------- | ------------------------- |
| **Slack**           | Available       | Send messages to channels |
| **Microsoft Teams** | Available       | Send messages to channels |

## Connecting a Provider

### Before You Start - Salesforce Only

Connecting Salesforce requires two steps that must happen in order:

1. Your Salesforce Administrator must be invited to Jam Assistant with the **Admin** role (via the [Users page](https://app.wejam.ai/users) on the platform)
2. The admin must follow the [Salesforce Admin Guide](https://docs.wejam.ai/salesforce-admin-guide) to install and approve the Jam Assistant Connected App in Salesforce

Until the admin completes step 2, the Jam Assistant app will not appear in Salesforce and users will not be able to complete the OAuth flow. Non-Salesforce providers (HubSpot, Gmail, etc.) do not require this step.

### Step 1 - Find the Provider

Scroll to the **Connections** section and locate the provider you want to connect. Each row shows the provider logo, name, and current connection status.

![CRM Providers section showing Salesforce connected with 9 tools available](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/03-integrations-crm-section.png)

Providers that are not yet connected show a **link icon** (chain link) next to their name. Click anywhere on the provider row to start the connection flow.

### Step 2 - Authorize via OAuth

Clicking a provider row redirects you to the provider's OAuth authorization page. For Salesforce, you are redirected to Salesforce Login before being prompted to authorize:

![Salesforce OAuth login page that initiates the Salesforce authorization flow](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/09-salesforce-oauth-redirect.png)

> **Note:** Do not close the browser tab while the OAuth flow is in progress. After you authorize access, the provider redirects you back to [https://link.wejam.ai](https://link.wejam.ai) automatically.

### Step 3 - Confirm the Connected State

After successful authorization, the provider row updates to show a **Connected** chip with the number of available tools.

![Salesforce showing green Connected chip with "Connected - 9 tools available"](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/03-integrations-crm-section.png)

The Email and Calendar sections follow the same pattern:

![Email and Calendar provider sections showing Gmail and Google Calendar as connected](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/04-integrations-email-calendar.png)

## Viewing Available Tools

Click the provider row for any **connected** provider to expand the **Tools** panel. Tools are grouped into three categories:

* **Created** - tools that write new Salesforce records, such as objects or opportunities
* **Read** - tools that retrieve Salesforce data, such as object metadata, SOQL queries, or SOSL search
* **Updated** - tools that modify existing Salesforce records, such as objects or opportunities

![Salesforce tools list expanded showing Created, Read, and Updated tool categories](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/07-salesforce-tools-list.png)

Gmail's 20 tools cover reading threads, searching mail, labeling messages, and creating drafts:

![Gmail tools list expanded showing email-related tools](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/19-gmail-tools-list.png)

Tools are read-only in this view. Jam Assistant automatically gains access to all listed tools as soon as the provider is connected - no further configuration is needed.

## Chat Providers

The **Chat Providers** section at the bottom of the Connections area lets you connect Slack or Microsoft Teams.

![Chat providers section showing Slack and Microsoft Teams with connect icons](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/05-integrations-chat-section.png)

Connecting a chat provider allows Jam Assistant to send messages on your behalf to channels or direct messages from within a conversation.

## Phone & WhatsApp

The top section of the Integrations page gives you three ways to reach Jam Assistant outside the web app:

* **WhatsApp** - tap **Message** to open a WhatsApp conversation with Jam Assistant's number
* **Phonecall** - tap the phone number to call Jam Assistant directly
* **Speed Dial** - scan the QR code to save Jam Assistant's contact card

![Phone and WhatsApp section with QR code, call link, and phone number input](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/01-integrations-page.png)

### Saving Your Phone Number

Enter your mobile number in the **Add your number to reach Jam Assistant via Phone** field. Use international format with country code and no spaces, for example `+4917123456789`.

![Phone number input field showing a validation error when the country code prefix is missing](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/18-phone-number-with-save.png)

If the number does not start with a country code prefix such as `+49`, Jam Assistant shows a validation message and keeps **Save** disabled. Once the number is valid, click **Save** to confirm. Jam Assistant will use this number to identify you when you contact her via WhatsApp or phone. You can update or delete the number at any time using the **Delete** button beside the field.

## Disconnecting a Provider

To remove a connection, hover over a connected provider row. A **disconnect icon** (broken chain link) appears on the right side of the row.

![Disconnect button visible on hover for a connected Salesforce provider](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/11-disconnect-button-hover.png)

Click the disconnect icon to disconnect the provider. The provider returns to the unconnected state after the disconnect completes.

> **Note:** Disconnecting a provider removes Jam Assistant's access to all tools from that provider. Existing conversation history is preserved, but Jam Assistant cannot perform CRM or email actions until you reconnect.

## All Provider States at a Glance

Once you have connected providers across multiple categories, the Connections section gives you a quick overview:

![All provider categories showing a mix of connected and unconnected states](https://29wltymfijnuhx9o.public.blob.vercel-storage.com/docs/product/images/integrations/20-all-providers-overview.png)

## Best Practices

* **Connect all four categories** (CRM, Email, Calendar, Chat) to give Jam Assistant the full context she needs to assist with deals, meetings, and follow-ups.
* **Use Salesforce Sandbox** for testing and training before connecting your production Salesforce org.
* **Reconnect after password changes** - if you rotate your Google or Microsoft password, OAuth tokens may expire. Disconnect and reconnect the provider to refresh credentials.
* **One provider per category** - you cannot connect both Gmail and Outlook simultaneously. Disconnect one before connecting the other.

## Troubleshooting

| Symptom                                                              | Likely Cause                                                    | Solution                                                                      |
| -------------------------------------------------------------------- | --------------------------------------------------------------- | ----------------------------------------------------------------------------- |
| Provider shows as connected but Jam Assistant says she has no access | OAuth token expired                                             | Disconnect and reconnect the provider                                         |
| Redirected to OAuth but returns with an error                        | Wrong login credentials                                         | Try a different account or contact your Salesforce admin                      |
| Connect icon does nothing                                            | Ad blocker or pop-up blocker preventing the redirect            | Disable the blocker for `link.wejam.ai` and try again                         |
| Phone number field shows Save as disabled                            | Number is already saved and unchanged, or the format is invalid | Edit the number or enter it with a country code, for example `+4917123456789` |
| Tools panel shows "Loading" and never updates                        | Transient API error                                             | Refresh the page; if persistent, disconnect and reconnect                     |

## Related Documentation

* [Playbook](/external/assistant/playbook) - customize Jam Assistant's behavior on top of your integrations
* [WhatsApp](/external/assistant/whatsapp) - detailed WhatsApp channel setup
* [Web Chat](/external/assistant/web-chat) - see what Jam Assistant can do with connected tools