Integrations Overview
Connect B6AI to the business tools your team already uses, support, CRM, e-commerce, project management, payments, analytics, calendar and email.
Overview
Integrations connect B6AI to the back-office tools your team relies on, so your bots and agents can take real action during a conversation, create a support ticket, look up an order, update a CRM record, take a payment, book a meeting or send an email.
Each integration guide is self-contained: it walks the entire lifecycle, from creating credentials in the third-party platform to entering every field in B6AI and verifying the live connection, so you can complete setup without leaving the page.
Integration categories
B6AI supports integrations across these categories. Pick one from the sidebar to open its full setup guide.
| Category | Integration(s) | What your bot can do |
|---|---|---|
| Team communication | Slack | Post handoff alerts, notifications and slash commands |
| Customer support | Zendesk | Create, update and look up support tickets |
| CRM | HubSpot | Sync contacts and deals; log conversations |
| E-commerce | Shopify | Order status, product lookup, refunds |
| Project management | Jira | Create and track issues from conversations |
| Payments | Razorpay | Create orders/links and confirm payments |
| Analytics | Google Analytics | Report on site and app metrics |
| Calendar | Google Calendar | Check availability and book appointments |
| Gmail, Email (SMTP) | Triage inbound email and send outbound mail |
All integrations & how they authenticate
Every integration is authorized differently. This table shows the primary authentication method for each; the individual guides explain each option in detail.
| Integration | Category | Authentication |
|---|---|---|
| Slack | Team communication | OAuth 2.0 (bot token) |
| Zendesk | Customer support | API token or OAuth 2.0 |
| HubSpot | CRM | Private App token or OAuth 2.0 |
| Gmail | Google OAuth 2.0 | |
| Google Analytics | Analytics | Google OAuth 2.0 |
| Shopify | E-commerce | Admin API access token or OAuth |
| Jira | Project management | API token or OAuth 2.0 (3LO) |
| Razorpay | Payments | API keys (Key ID & Secret) |
| Google Calendar | Calendar | Google OAuth 2.0 |
| Email (SMTP) | SMTP host / port / credentials |
How to use these guides
Every integration guide follows the same four phases, so once you have set up one, the rest feel familiar.
- Confirm the prerequisites and create/prepare the third-party account.
- Generate credentials (token, API key or OAuth client) in the third-party platform and grant the listed scopes.
- Enter every field in B6AI under Settings → Integrations, then Connect.
- Verify with the built-in test, then use the integration from an Action node in Bot Builder.
Looking for messaging channels?
If you want your bot to talk to customers on WhatsApp, Instagram, Facebook, Telegram or your website, open the Channels section instead, those connections publish a bot to a customer-facing surface rather than adding a back-office action.
Security & permissions
Integrations are configured by Enterprise Admins and shared across the workspace. B6AI stores every credential encrypted at rest and never exposes secrets back in the UI. Always grant the least privilege an integration needs, and rotate credentials on a schedule.