> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callrounded.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 5. Integrations

Rounded allows you to connect more than **1,500 applications** via **Pipedream** to enrich your voice agents: calendars, CRMs, messaging platforms, internal tools, and much more.

This guide explains, step-by-step, how to:

* Connect your accounts
* Add integrations to a task
* Configure all fields
* Write clear instructions for the agent

***

## 1. Connecting an Integration

Before you can use an integration in an agent, you must first connect your account. One way is to do it in the dedicated **Integrations** page.

### Steps

1. Click the **Integrations** tab in the left-hand menu.
2. Search for the application you want (e.g. **Gmail**, **Slack**, **Telegram**).
3. Click **Connect** on the application card.

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/integrations_menu.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=a9b6570542028d529e51854de7e1d546" alt="Integrations menu showing available applications" className="block mx-auto rounded-lg shadow-lg border border-gray-200 my-6" width="2940" height="1662" data-path="images/integrations_menu.png" />

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/integrations_connect_button.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=75b882eab89e46ed5f53b893de580689" alt="Connect button on application card" className="block mx-auto rounded-lg shadow-lg border border-gray-200 mb-6" width="2940" height="1664" data-path="images/integrations_connect_button.png" />

***

## 2. Authorising via Pipedream

A pop-up window opens to securely authorise access to your third-party account.

### Steps

* Click **Continue**.
* Log in to the external service and authorise access.
* The application now appears in **My Connections** with the status **Active**.

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/pipedream_auth_popup.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=0942c633362bd3904d1ea806a1c0b7f1" alt="Pipedream authorisation popup window" className="block mx-auto rounded-lg shadow-lg border border-gray-200 my-6" width="2940" height="1658" data-path="images/pipedream_auth_popup.png" />

***

## 3. Adding the Integration to an Agent

Once your account is connected, you can use it inside your agents.

### Steps

1. Open the **Agents** tab.
2. Select the agent in which you want to add the integration.
3. Click the relevant **task** to open its settings.
4. Scroll to the bottom and click **+ Add tool**.
5. In the window that appears, click **Integrations Catalog**.
6. Select the application you have connected.

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/task_add_tool.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=a1db7598b9024272ea51f97117e2c782" alt="Add tool button in task settings" className="block mx-auto rounded-lg shadow-lg border border-gray-200 my-6" width="2940" height="1662" data-path="images/task_add_tool.png" />

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/integrations_catalog_modal.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=69e11933d2064afb5f8571330e011a5b" alt="Integrations Catalog modal" className="block mx-auto rounded-lg shadow-lg border border-gray-200 mb-6" width="1528" height="881" data-path="images/integrations_catalog_modal.png" />

***

## 4. Configuring the Integration

After selecting the application, a configuration form appears. Below is a detailed description of each field and best practices for writing your instructions.

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/integration_tool_config_form_complete.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=231182ddba1b737fd652267a50ec1fa3" alt="Integration configuration form" className="block mx-auto rounded-lg shadow-lg border border-gray-200 my-6" width="1617" height="955" data-path="images/integration_tool_config_form_complete.png" />

### App

* **What it is:** The name of the selected application. This field is automatically populated.

### Account

* **What it is:** The connected account that will be used for the action. If you have several accounts, select the one that corresponds to this integration.

### Action

* **What it is:** The operation the agent will perform.
* **Common examples:** `Add Quick Event` (Google Calendar), `Send Message` (Slack, Telegram).
* **Tip:** Choose the simplest action if you are starting out.

<img src="https://mintcdn.com/roundedtechnologies/8FEZlBmlsYXYiPXc/images/integration_tool_config_form_action.png?fit=max&auto=format&n=8FEZlBmlsYXYiPXc&q=85&s=8bbb866977280bce3decab76d7f65d0e" alt="Tool configuration form" className="block mx-auto rounded-lg shadow-lg border border-gray-200 my-6" width="1504" height="788" data-path="images/integration_tool_config_form_action.png" />

### Filler Sentence

* **What it is:** The sentence spoken by the agent while the action is processing.
* **Examples:** "One moment, I am preparing your reservation." • "I am sending your message, please hold on."

### Tool Definition: Name

* **What it is:** The internal, technical name of the tool.
* **Recommendations:** Use a short, lower-case name without spaces – e.g. `send_text_message_or_reply`, `book_calendar_event`.

### Tool Definition: Description

*This is the most important field.* The description acts as the **guiding prompt** the agent will follow word-for-word to prepare and execute the action.

#### Writing Recommendations

Be precise and actionable. Always include:

* Default values (duration, title, channel, identifier, …)
* Mandatory fields
* Verifications or confirmations
* What to do if information is missing

##### Detailed Description Examples

**Slack**

```md theme={null}
If the user wants to send a message, post it in the #support channel.
The message must include:
- the user's first name
- the content of the request
If no channel is specified, default to #support.
Before sending, repeat the message to the user for confirmation.
```

**Telegram**

```md theme={null}
If the user wants to send a Telegram notification, post a message in the group with chat_id -123456789.
The message must include:
- the client's name
- the phone number
- the call date
If the user specifies another chat_id, use it instead.
Before sending, repeat the message to the user for confirmation.
```

**Google Calendar**

```md theme={null}
If the user requests an appointment, create an event in the main calendar.
The title should be "Confirmed Appointment".
The default duration is 1 hour.
Before creating it, ask the user to confirm the date and time.
If no duration is specified, use 1 hour.
```

<Tip>
  In the description, always explicitly mention the channel or chat\_id and any default values.
</Tip>

### Tool Definition: Parameters

* **What it is:** Parameters provided by the agent to execute the action.

<Danger>
  Some parameters of type `enum` require the agent to first retrieve the list of possible values. This is done using a special tool named `CONFIGURE_COMPONENT`, automatically added to the agent's context. When necessary, you can instruct the agent to call the `CONFIGURE_COMPONENT` tool to obtain the list of valid parameter values before executing the action.
</Danger>

***

## 5. Complete Configuration Example (Telegram)

Here is a concrete example of a fully configured **Telegram** integration:

* **App:** Telegram
* **Account:** Your connected Telegram account
* **Action:** Send Message
* **Filler Sentence:** One moment, I am sending the notification.
* **Tool Definition Name:** `send_text_message_or_reply`
* **Tool Definition Description:**

```md theme={null}
If the user wants to send a Telegram notification, post a message in the group with chat_id -123456789.
The message must include:
- the client's name
- the phone number
If the user specifies another chat_id, use it.
Before sending, repeat the message to the user for confirmation.
```

***

## 6. Testing the Integration

Before going live:

1. Launch a test call.
2. Verify that:
   * The action executes properly.
   * Default values work as expected.
   * Confirmations are correctly handled.

***

## Best Practices

* Always be explicit in the description.
* Mention the channel or group identifier.
* Indicate default values.
* Request confirmation before executing any action.
* Test multiple scenarios before moving to production.
