Before you start
Choose an account your team is authorized to use and review the agent’s access and tools. Prefer a team-managed account when available. Enter credentials only in the provided account or sign-in flow, not in a task description, document, or chat.Add and verify an account
Open AI Hub, choose the agent, and open Integrations > Connect website. Enter the website Domain, Email or username, and Password in the connection form. Use the optional label under Advanced to distinguish accounts for the same website, then save. Follow the verification status on the account. Use Re-verify when it needs another sign-in check, and confirm that the provided session opens the intended website and account. Complete any two-factor or additional sign-in check yourself through the provided screen. Set the permitted actions in Access & Safety. Start with a narrow read-only task, such as finding a specific record or status. Watch the live session when available and compare the returned information with the intended account.Complete an extra sign-in check
If verification requests a code or manual sign-in, open the provided live session and complete the website’s challenge there. Use the session’s continuation control after finishing, then wait for the connection status to update. A Connected status confirms the login check succeeded. If the account still needs a code or shows a failure, resolve that step before asking the agent to use it. Under Advanced, a supported authenticator setup can use a TOTP secret to generate sign-in codes; use that field only for an account your team has authorized for automated access. When the password changes, edit the existing account and re-verify it. Remove an old account only when the agent no longer needs it.Use connected accounts safely
Give the agent a clear destination and outcome. Configure review for purchases, messages, booking changes, or other sensitive actions before requesting them. At approval time, check the account, target record, and exact action. Review connected accounts when team responsibilities change.Common problems
Verification fails
Verification fails
Check the website address and account details, complete any extra sign-in step, and retry. Read the displayed error before replacing the connection.
The website asks for a code
The website asks for a code
Enter it in the sign-in screen or provided live view. Do not save it in a document or send it through agent chat.
The wrong account opens
The wrong account opens
Stop the task, update the connection, and verify the intended account before continuing.
The agent should ask before acting
The agent should ask before acting
Review the tool in Access & Safety and select Ask first where needed. Repeat a controlled test of the intended approval flow.
Related articles
- AI Hub — agent setup.
- Agent permissions and approvals.
- AI Agent — ask for work with a clear record and outcome.