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Give agents credentials for other apps

Store API keys and app logins safely, and choose which agents, projects and SOPs may use them.

Available onStarterProBusiness

Who can do this: Owner, Admin

To work in another app, such as sending a newsletter in Mailchimp or reading survey answers in Typeform, an agent needs that app's login: an API key, a token or an app connection. You store these once as credentials. OKiDO keeps the secret values encrypted and never shows them again; you decide which agents may use a credential, and in which projects and SOPs.

Add a credential

  1. In the menu on the left, choose AI, then the Credentials tab.
  2. Choose Add Credential.
  3. Search for the application and choose it. When an app offers several ways to sign in, choose one, for example its API.
  4. Give the credential a Credential Name you will recognize, add a description if you like, and fill in the key or token the app gave you.
  5. Choose Save Credential.
    A new Typeform credential with its access token

The credential is added to the list.

The agency's credentials for Mailchimp, Slack and Typeform

To change or delete a credential, point at it in the list and choose the pencil or the bin.

Let an agent use a credential

  1. Open the agent: AI, the Agents tab, then the agent.
  2. Choose the Credentials tab.
  3. Pick the credential in Select a credential to add… and choose Add.
  4. Under Project Scope, choose where the agent may use it: All projects, Selected only or No projects. With Selected only, choose the projects.
  5. Do the same for SOPs under SOP Scope.
    The copywriter agent may use the Typeform credential in one project only

Each change is saved right away, and the line under the credential's name sums up where the agent may use it. To take a credential away from the agent, choose the bin next to it.