Setting a primary (default) account Guide

When you connect more than one account for the same app — for example, two email inboxes or two CRM logins — you can choose which one your assistant and agents use by default. That account becomes the primary, so the assistant knows which one to act on without asking every time.

When you need a primary account

Most people connect a single account per app, and there's nothing extra to set. A primary account matters once you've linked two or more accounts for the same integration.

Setting a primary tells the assistant which account to reach for by default. For example, if you connect both a work inbox and a personal inbox, marking the work inbox as primary means everyday requests like "draft a reply" use your work account unless you say otherwise.

Set or change the primary account

1. Open the Integrations page from your workspace.
2. Find the app you want and open its connection details.
3. Locate the list of connected accounts for that app.
4. On the account you want to prioritize, choose the option to make it the primary (default) account.

The change takes effect right away. From that point on, the assistant treats the account you selected as the default for that app.

Tip: Only one account can be primary per app at a time. Selecting a new primary simply moves the default away from the previous one — your other accounts stay connected and available.

Using a non-default account

Setting a primary doesn't lock you into it. Your other connected accounts remain fully available. When you want the assistant to use a different one, just say so in your request — for example, name the specific inbox or account you mean. The assistant uses the primary only when you haven't specified which account to use.

Working with the same app across accounts

Each connected account keeps its own settings, including the actions you've allowed the assistant to perform. When you add a second account, review its enabled actions so the assistant can do what you expect with that account too, not just the primary one.

A quick checklist

• Confirm both accounts show as connected on the Integrations page.
• Mark the account you use most often as primary.
• Check that each account has the actions you need turned on.
• When you need the other account, name it in your request.

If the primary option isn't showing

The choice of a primary account only appears once you have more than one account connected for the same app. If you don't see it, you likely have a single account linked — in which case that account is already the one the assistant uses, and there's nothing more to do.

If you intended to connect a second account but don't see it listed, return to the app's card on the Integrations page and connect the additional account, then set your preferred default.