EIL Integrations Tab User Guide
Overview
The Integrations tab is where you connect your work apps so the dashboard’s AI assistant can use them. It is also where you check whether the systems feeding the dashboard are up to date.
The page has two parts:
- Connected platforms: Apps you connect to your own account.
- Data sources: Company systems that feed the dashboard’s numbers.
| Section | Purpose and control |
|---|---|
| Connected platforms | Apps such as HubSpot and Gmail that you link to your account so the AI assistant can read your data and help with tasks. You control these connections. |
| Data sources | Company systems that feed the dashboard’s numbers. This section only shows their status. Admins manage these systems. |
Important: Connecting or disconnecting a platform only affects your own account. It does not change the dashboard numbers other people see.
Connection Summary
The summary at the top shows how many platforms you have connected.
- A ring displays your connection count, such as “3 of 7.”
- When all platforms are connected, the message reads “Every data source is live.”
- Otherwise, the message tells you how many are live and suggests connecting the rest.
- A row of logos shows the connected platforms, each marked with a tick.
Available Platforms
Each platform has its own card with a logo, name, and status tag:
- Connected: Shown in green.
- Not connected: The platform has not been linked to your account.
Available platforms include:
- HubSpot
- Attention AI
- Gmail
- Google Calendar
- Google Drive
- Google Chat
- Google People
You do not have to connect every platform. Connect the ones you want the assistant to help with.
Connect a Platform
- Find the platform’s card and select Connect.
- The chat assistant opens with a request to connect that platform.
- The assistant replies with a secure link. Open the link and sign in to the app when prompted.
- Return to the dashboard. The assistant confirms the connection, and the platform’s card shows Connected.
Once connected, you can ask the assistant about that app’s data in chat.
Disconnect a Platform
- Select Disconnect on the platform’s card.
- A confirmation box explains that the assistant will lose access to the app’s data and actions until you reconnect.
- Select Disconnect to confirm. To keep the connection, select Cancel or press Esc.
- A message confirms the change, and the card returns to Not connected.
Note: Disconnecting does not delete your data in the app. You can reconnect at any time using the steps above.
The Data sources section is visible only to people with the Sources permission.
It shows the health of the systems behind the dashboard. You cannot connect or disconnect these systems from this section.
Systems Behind the Dashboard
| Source | What it feeds |
|---|---|
| Google Sheets | Client roster, mentor capacity, and transfers. |
| Attention AI | Call intelligence and member health. |
| Invoiced | Billing, overdue payments, and revenue retention. |
| HubSpot | Marketing funnel, applications, and sales calls. |
Check Data Freshness
Each source row shows when the system last updated, such as “2 hours ago.”
Use this timestamp to judge how fresh the numbers on the dashboard’s other tabs are.
FAQ'S
The Connect button did nothing. What should I do?
The Connect button opens the chat assistant. Make sure the chat panel is not hidden or minimized, then look for the assistant’s reply with the secure connection link.
Why does a platform card show a warning message?
The dashboard could not prepare a connection link for that platform. Try again later or contact an admin.
The card says Connected, but the assistant cannot reach the app. Why?
Your sign-in may have expired. Disconnect the platform, then connect it again.
Will disconnecting delete my data in the app?
No. Disconnecting only stops the assistant from reaching that app. Nothing is deleted from HubSpot, Gmail, or any other connected app.
Do my connections affect other people?
No. Platform connections are personal to your account.
Why can’t I see Data sources?
This section requires the Sources permission. Ask an admin to enable it for your account.