Adding a Research data source (one click) Guide

Research data sources let your assistant and agents pull information from public sources on your behalf. Unlike most integrations, they need no login and no API key—you add them in a single click and they're ready to use.

What a Research data source is

Research data sources appear in the integrations catalog named as <Company> Research—for example, a company or web research source. They give your assistant and agents a way to gather information from public sources, so you can ask questions in chat or have an agent collect details as part of a workflow.

Because these sources don't connect to a private account of yours, there's nothing to sign in to. That's why they use a simple Add button instead of a sign-in popup, hosted connect window, or API key.

Tip: If you can't find a source by name, try searching for the word "Research" or browse the catalog by category. These sources are listed alongside your other apps, not in a separate area.

Add a Research data source

1. Open the Integrations page.
2. Use the search box to look for the source by name, or filter the catalog by category to find it.
3. Open the source's card to see what it does and the actions it supports.
4. Click Add. No login screen or key entry appears—the source connects immediately.
5. Return to the catalog and confirm the source now shows as Connected.

That's the whole process. There's no consent screen to approve and no credentials to paste.

Choose which actions your assistant can use

Each connection includes a list of actions—the specific things your assistant and agents are allowed to do with that source. You control exactly which ones are enabled.

1. Review the list of available actions on the source's connection.
2. Select every action, or check only the specific ones you want to allow.
3. Save your selection.

You can revisit this at any time. Open the connection's Manage actions view to add or remove enabled actions later.

Note: If you add a source but leave all actions unchecked, your assistant won't be able to use it. If the assistant ever reports that an action "is not enabled," open Manage actions and turn that action on.

Use the source in chat and with agents

Once a Research data source is connected and its actions are enabled, those actions become available to your assistant in chat and to your agents. You can ask the assistant to look something up, or build an agent step that gathers information from the source as part of a larger task.

Research data sources provide actions your assistant and agents can perform on request. They aren't event-based, so they won't start an agent automatically the way some apps with triggers can.

Manage or remove a source

Your connections are private to you and scoped to your workspace. From the source's connection you can:

• Adjust which actions are enabled at any time.
• Disconnect the source when you no longer need it.

Removing a source stops its actions from being available to your assistant and agents. You can add it again later with the same one-click Add whenever you want.

Troubleshooting

The source isn't in the catalog

Search by a different keyword or browse by category—it may be named differently than you expect. If it still isn't there, the source may not be available in the catalog yet.

The assistant says an action isn't enabled

Open the source's Manage actions view and enable the specific action it mentioned, then try your request again.

Nothing happens when the assistant tries to use the source

Confirm the source shows as Connected and that at least one action is enabled. If all actions are unchecked, the assistant has nothing it's allowed to do.