Settings and connectors

The Settings page gathers everything that is not part of designing an agent or a flow: your personal account, integrations with your business tools, and the servers that expose tools to your agents. This page covers the Profile, Connectors, MCP servers and Notifications tabs. The other tabs have their own documentation page.

Open the settingsCopy Anchor Link

1. In the side menu, click Settings.
2. Pick a tab in the left column.

The open tab is part of the page address (for example /settings#connectors). You can bookmark a tab or send the link to a colleague so they land in the right place.

ProfileCopy Anchor Link

The Profile tab opens by default. It contains four cards.

Personal informationCopy Anchor Link

Your account's sign-in identifier appears in small type next to your name. The Save button stays greyed out until you change something. Once the save completes, it shows Saved for a moment.

PasswordCopy Anchor Link

1. Enter your Current password.
2. Enter the New password, then repeat it in Confirm.
3. Click Change password.

The button shows Changed once the change is applied. Two checks run before sending:

• "The password must be at least 6 characters long."
• "The passwords do not match." if the two entries differ.

AppearanceCopy Anchor Link

Choose the interface theme: Dark, Light or Auto. Auto follows the light or dark setting of your operating system.

Getting startedCopy Anchor Link

The Restart the journey button reopens the guided journey (agent, knowledge, number, test, team). Use it to review the steps or to walk a new colleague through the product.

ConnectorsCopy Anchor Link

The Connectors tab links Flowtative to your business tools. The top of the tab offers connection cards for your external article bases and for Google Calendar.

External knowledge basesCopy Anchor Link

Four article sources can feed your knowledge bases: Mayday, Zendesk (Help Center), Stonly and Mindsay. You connect them here. You then choose the collections to import from the Knowledge page.

To connect a source:

1. On the source card, click Connect.
2. Fill in the Integration name (prefilled with the source name).
3. Choose the Base to link.
4. Enter the requested credentials (see the table below).
5. Click Connect Mayday (or Connect Zendesk, Connect Stonly, Connect Mindsay).

All fields are required. If one is missing, the message "Name, Client ID and Client Secret are required." (adapted to the source's labels) appears.

Once connected, the card shows Connected, the integration name and the number of linked collections. To remove the source, click Disconnect and confirm "Disconnect and remove all collections?". The imported collections are removed from your bases.

Real-time updates (Mindsay)Copy Anchor Link

Mindsay is the only source whose changes arrive continuously. The card shows one of these states:

Google CalendarCopy Anchor Link

The Google Calendar connector lets your agents check availability and book appointments, for example to offer a customer a callback slot.

1. On the Google Calendar card, click Connect with Google.
2. A new Google tab opens: pick the account and accept the permissions.
3. Come back to Flowtative and click Check authorization.

The card switches to Connected and lists each linked account (label and email address). The button becomes Add an account so you can link another calendar, for example a second site's. To remove an account, click the cross to the right of its address.

MCP serversCopy Anchor Link

An MCP (Model Context Protocol) server exposes a catalog of ready-made tools: look up a customer in your CRM, create a ticket, check an invoice… The MCP servers tab lets you declare these servers and turn their tools into Flowtative tools your agents can use.

Add a serverCopy Anchor Link

1. Click Add an MCP server.
2. Under Official servers — customer relations · click to prefill, click a vendor to prefill the name and URL: Salesforce, HubSpot, Intercom, Stripe, PayPal, Square, Atlassian, Zapier or Notion. The More button opens a wider catalog you can filter by category (Linear, Asana, Google Calendar…).
3. Complete or adjust the fields.
4. Click Add.

Depending on the Authentication type, extra fields appear:

The Add button stays greyed out while a required field is empty or the URL is invalid. When you edit an existing server, saved secrets come back masked (****…). Leave them as they are to keep them.

Manage a serverCopy Anchor Link

Each server appears as a card with its authentication type and status:

Available actions:

• Test connection (plug icon): shows "Connection OK" or the error message returned.
• Edit (pencil): reopens the form.
• The switch enables or disables the server.
• Delete (trash can, visible on hover): removes the server immediately, without confirmation.

Beyond a few servers, a search bar filters by name, URL or authentication type.

Turn an MCP tool into a Flowtative toolCopy Anchor Link

1. On the server card, click Tool catalog.
2. The panel lists the tools exposed by the server. Search by name or description if needed.
3. Click Materialize… next to the tool you want.
4. Check the identifier, description and parameters in the prefilled form, then save.

Each tool carries a tag:

• passthrough: parameters are taken as the server describes them.
• templated: each property becomes a required text parameter, which you can adjust before saving.

A tool already added shows Added. Materialized tools appear in Settings > Tools (MCP type) and become selectable by your agents. The server card shows how many tools have been materialized.

The Resync button compares your tools with the server's current catalog and summarizes the result: tools restored, updated, missing or degraded, or "No change".

NotificationsCopy Anchor Link

The Notifications tab relates to human approvals: it defines how validators are alerted when a flow is waiting for a decision.

• In-app is always on: a badge appears in the menu and the request joins the queue of the Approvals console. The Browser notifications option adds a system alert, even when Flowtative is in the background. Your browser then asks for permission to show notifications.

On the In-app card, the Send a test button checks the channel. If browser notifications are on and allowed, a test alert appears on your computer.

Best practicesCopy Anchor Link

• Give each integration a name that states the environment and use (Zendesk Support, Salesforce prod). You will find it faster in tool lists.
• For an MCP server, click Test connection right after adding it. A credentials error is easier to fix before you have linked tools to your agents.
• After a vendor-side update (a new CRM version, for example), run Resync to spot changed or missing tools.

Learn moreCopy Anchor Link