Before you start
- Confirm the website and account are approved for the agent’s job.
- Use a team-managed account when possible.
- Review the agent’s instructions, property access, and tool permissions.
- Decide which actions always require a person.
- Never paste a password or two-factor code into a document, task, or chat.
Add and verify an account
1
Open the agent
Go to AI Hub, choose the agent, and open Integrations.
2
Connect the website
Choose Connect website and enter the fields shown for that account.
3
Verify the sign-in
Use Verify when available. Confirm the browser opens the intended site
and account.
4
Complete extra sign-in steps
If the site asks for a code or another check, follow the prompt yourself.
Do not share the code outside the sign-in screen.
5
Run a read-only test
Ask the agent to find one harmless detail. Watch the session when live view
is available and confirm it stays within the approved task.
Use connected accounts safely
- Give the agent the narrowest task and access that works.
- Require approval before a purchase, message, booking change, or other sensitive action.
- Check the website, account, and requested action before approving.
- Remove a connected account when the agent no longer needs it.
- Verify again after the website password or sign-in method changes.
How to check it worked
- The intended account shows a successful verification.
- The read-only test opens the correct site and account.
- The agent returns the requested information without taking another action.
- A person is asked before any sensitive change.
Common problems
Verification fails
Verification fails
Confirm the website, username, and current password. Complete any extra
sign-in step yourself, then try once more.
The website asks for a code
The website asks for a code
Use the sign-in prompt or live browser view to enter the code. Do not send
the code in chat or save it in a document.
The wrong account opens
The wrong account opens
Stop the task, remove or update the connected account, and verify the
approved account before continuing.
The agent should ask before acting
The agent should ask before acting
Update the agent’s instructions and access so the action requires approval,
then repeat the read-only test.