Your business knowledge close at hand
Keep services, procedures and common questions in the agent’s knowledge. Update the source as your business changes.
Knowledge helps your agent answer. Connections help it act.
A useful answer is the beginning. To book a meeting, update a lead or send a summary, your agent needs access to business tools. Connect them centrally and choose which agent can use each connection.
Knowledge → Agent → Action
Business knowledgeApps and MCP toolsAPIs and webhooksFollow-up automations
Manage connections centrally
See connected integrations, open their settings and assign them to the right agents. WhatsApp is managed here too.
See what your MCP server exposes
Connect an MCP server, test the connection and inspect its tools. Configure OAuth or API authentication with custom headers as required by the server.
Automations that carry work forward
Configure a trigger and action, such as a summary after a call or a callback for someone who asked for help. See assignments for each agent on the global automations page.
From setup to the next action
- 01
Connect once
Choose an app, MCP server or webhook and configure the required permissions.
- 02
Assign to agents
Choose which agents can use the connection and what they are allowed to do.
- 03
Test the workflow
Check tools and automations before enabling them for customer interactions.
Actions depend on the connected system’s capabilities and permissions. OAuth and tool discovery depend on support from the MCP server.
Good to know
Must I reconnect an app for every agent?
Connections are managed on the global integrations page and can be assigned to agents.
What if our system is not in the catalog?
Explore an MCP, webhook or API connection, depending on what your system supports.
Can I see the tools exposed through MCP?
Yes. The connection test shows the server’s tools, their descriptions and the inputs they accept.
More ways to work with OneLi
Explore all use casesEvery customer conversation. One place.
An AI agent that knows your business, answers calls and WhatsApp messages, and keeps the work moving. Your knowledge, leads, conversations and next steps stay together.
Connect your business