Integrations

Integrations extend oper8r's capabilities by connecting external services, managing API access, and organizing reusable prompts.

When logged in, click Data in the navigation bar to access these settings.

API Keys

Create API keys for programmatic access to oper8r's capabilities.

Managing API Keys

• Create - generate a new API key with a read scope and an optional label for identification
• Labels - add descriptive labels to keep track of what each key is used for
• Rotate - cycle/rotate an existing key to generate a new one while invalidating the old key
• Usage tracking - see when each key was last used

Saved Prompts

Create and save reusable prompts for use across oper8r sessions. Saved prompts are especially useful for standardizing instructions across your team - ensuring consistent tone, formatting, and requirements across all RFP responses.

Creating Prompts

Each prompt includes:

• Title - a descriptive name for quick identification
• Content - the full prompt text
• Visibility - choose between:
  • Public - visible to everyone in your organization (only you can edit)
  • Private - visible only to you

Using Prompts

Saved prompts can be applied in Chats and Documents via the Prompts selector. Click the Prompts button in the content generation settings to browse and apply your saved prompts.

External Integrations

Connect third-party services to enhance oper8r's context and capabilities. All integrations use secure OAuth-based authentication - oper8r never stores your third-party passwords.

Important

Please reach out to oper8r to get integrations turned on in your enterprise account. External integrations are not enabled by default, and are only available in enterprise accounts.

Google Drive

Sync documents, spreadsheets, and files from Google Drive directly into oper8r's knowledge base. Instead of manually downloading and re-uploading files, Google Drive integration keeps your knowledge library up to date with the latest versions of shared documents.

Key capabilities:

• Sync files - import documents, spreadsheets, and presentations from your Google Drive
• Automatic processing - imported files are processed through oper8r's AI pipeline for indexing and retrieval
• Stay current - keep your knowledge base aligned with the latest versions of shared team documents without manual re-uploading

HubSpot

Connect your HubSpot CRM to bring customer and deal context directly into oper8r. This is especially useful for tailoring RFP responses and proposals to specific accounts.

Key capabilities:

• Read CRM records - access contacts, companies, deals, and owner data from HubSpot
• Ask questions - query your HubSpot data through oper8r's chat and document sessions to enrich proposals with real customer context
• Enrich RFP responses - pull in account details, deal stages, and contact information to personalize responses
• Connection stats - view your total contacts, companies, deals, and owners at a glance

Salesforce

Connect your Salesforce CRM for rich account and opportunity context within oper8r sessions.

Key capabilities:

• Read CRM records - access accounts, contacts, opportunities, and leads from Salesforce
• Query data - ask oper8r questions about your Salesforce data during any session
• Import records - browse and import account and opportunity records for use in sessions
• Search and browse - search your Salesforce records directly from within oper8r without switching tabs

Gong

Import call transcripts and recordings from Gong directly into oper8r for analysis and follow-up generation.

Key capabilities:

• Import transcripts - browse recent call recordings and select transcripts to analyze
• Streamlined workflow - go from recorded call to CRM update and customer follow-up email in minutes
• Full context - oper8r analyzes the complete transcript to generate accurate, contextual outputs

Slack

Connect oper8r to your Slack workspace and bring AI-powered assistance directly into your team's communication channels.

Key capabilities:

• Slack bots - create bots that function like oper8r's chat interface but directly within Slack channels
• Channel integration - add oper8r to channels where your team discusses RFPs, customer questions, or security questionnaires
• Knowledge-grounded responses - team members can ask oper8r questions and get AI-powered responses grounded in your knowledge base without leaving Slack
• Full messaging support - read and write messages, access files, and interact with channel content

Connection Management

Each integration can be scoped to control access:

• Organization - available to all members of your organization
• Personal - only available to you

You can disconnect and reconnect integrations at any time. OAuth token refresh is handled automatically - once connected, your integration stays active without manual intervention.