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Channels & integrations

Repair an integration without losing track of its scope

Use status, permissions and a small test to isolate connection failures.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itSettings → Connections / Messaging

Before you begin

Open workspace Settings and select Connections or Messaging as appropriate. Use an account authorised to connect the external business or store.

Example workspace · Demo data. Choose the supported connector and intended agent before creating the connection. Select the image to enlarge it.
New Connection dialog with connector and agent controls

Example workspace · Demo data. Choose the supported connector and intended agent before creating the connection. Select the image to enlarge it.

Step by step

  1. 1

    Identify what failed

    Distinguish authorisation, incoming delivery, outgoing delivery and AI tool access. Record the time and exact error without copying secrets.

  2. 2

    Check the external account

    Confirm the credential is valid and the account still has access to the same store/business assets.

  3. 3

    Check local assignment

    Verify the connection belongs to this workspace and the intended agent is allowed to use it.

  4. 4

    Run the smallest test

    Try one known text message or product query. Add media or advanced actions only after the basic path works.

  5. 5

    Reconnect if required

    Follow the integration’s reconnect/re-authorise controls. Review assignments and permissions again after reconnection.

Good to know

Disconnecting can affect every agent that uses the shared connection. Check those dependencies before changing credentials.

Check the result

Verify the connection status, correct agent assignment and one complete test in the external channel. External permissions and delivery rules still apply.

Questions & troubleshooting

Should I put the credential into the system prompt?

No. Use the supported connection settings. Prompts and public screenshots are not secret storage.

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