Connectors

Connectors link Teloneum to the tools your team works in. They are yours alone: the tool sees you, with your own rights in it, and nobody else in your organisation uses your connection.

To find them, click your name at the foot of the sidebar, choose Settings, then Connectors.

Every connector Teloneum offers is there, each on a line of the same shape: under Connected, those you connected, with their address and their switch; under Available, the others, with a Connect button.

Connecting BookStack

1. In BookStack, open your profile, then API Tokens, and create a token. BookStack shows its id and its secret once: keep the page open. Your account needs the permission to access the system API; ask your wiki’s administrator if the section is missing.
2. In Teloneum, click Connect on the BookStack line: its page opens, with the form.
3. Type the Wiki address (the one you open BookStack at, starting with https://), the Token ID and the Token secret, then click Connect.

Teloneum tries the token on your wiki before keeping it. When the wiki refuses it, the form says why and keeps nothing:

• The wiki refused this token. The id or the secret is wrong, the token has expired, or your account may not use the API.
• This address does not answer like BookStack. Check the address: it is the wiki’s own, not a page of it.
• This wiki is on a private network Teloneum may not reach. Teloneum only reaches a wiki on the internet.

Once connected, BookStack moves under Connected, with your wiki’s address and On. The secret is never shown again: to change the token, open BookStack and click Change token: the form comes back in the page, with Cancel to keep the old one.

Connecting HubSpot

In the browser, click Connect on the HubSpot line, then, on its page, Connect with HubSpot. HubSpot opens: choose your account, check what Teloneum may read, and authorise it. You come back to Teloneum, connected with your own HubSpot account: the chat only sees what you may see in HubSpot, with your rights, and only reads it.

Once connected, HubSpot moves under Connected, with the address of your HubSpot account, and its page shows Your HubSpot account. The button is only available in the browser for now.

Teloneum only reads your CRM: it never changes a contact, a company or a deal.

Connecting Google

In the browser, click Connect on the Google line, then, on its page, Connect with Google. Google opens: choose your account - a Gmail account or your company’s -, check what Teloneum will be able to read, and allow it. You come back to Teloneum, connected with your own account: the chat sees only what you see in Google.

Google asks separately for the files of your Drive you will choose and for your calendar. You can untick what you do not want to share: Teloneum reads only what you left ticked. If you untick everything, Teloneum keeps nothing and asks you to connect again with at least one service ticked.

Once connected, Google’s page shows, under Connection, the Account and what Teloneum may read (Reads), such as Drive, Calendar.

Choosing the files of your Drive

Teloneum reads only the files of your Drive you give it. On Google’s page, click Choose files: Google’s window opens on your Drive. Select one or more files, then confirm. A message says how many files you gave. Do it again whenever you want to add some. Folders cannot be given: choose the files they hold.

Teloneum only reads: it never changes a file or creates an event. It does not read your mail. The button is offered in the browser only for now.

If your company restricts third-party apps in Google Workspace, its administrator must first allow Teloneum in Google’s admin console.

Connecting Notion

In the browser, click Connect on the Notion line, then, on its page, Connect with Notion. Notion opens: sign in, choose your workspace, check what Teloneum will be able to do, and allow it. You come back to Teloneum, connected with your own Notion account: the chat sees the pages and databases you see in Notion, and only reads them.

Once connected, Notion moves under Connected, and its page shows Your Notion account. The button is only available in the browser for now.

Notion asks you to connect again from time to time, every six months at the latest. If your Notion workspace’s administrator restricts connected tools, they must allow Teloneum there first.

Connecting Jira and Confluence

In the browser, click Connect on the Jira & Confluence line, then, on its page, Connect with Atlassian. Atlassian opens: sign in, choose your company’s site, check what Teloneum will be able to do, and allow it. You come back to Teloneum, connected with your own Atlassian account: the chat sees the Jira issues and Confluence pages you see, and only reads them.

Once connected, Jira & Confluence moves under Connected, and its page shows Your Jira & Confluence account. The button is only available in the browser for now. If your Atlassian site’s administrator restricts connected apps, they must allow Teloneum there first.

Connecting your Infomaniak kDrive

1. In Infomaniak’s Manager, open Developer, then API tokens, and create a token with the accounts and drive scopes ticked. Infomaniak shows the token once: copy it.
2. In Teloneum, click Connect on the Infomaniak kDrive line.
3. Paste the token in API token, then click Connect.

Teloneum tries the token before keeping it, and the form says why it does not keep it:

• Infomaniak refused this token. The token is wrong, deleted or expired.
• This token opens no kDrive: create it with the accounts and drive scopes. A scope is missing, or your account has no kDrive.

A kDrive added later is read once you connect again.

Connecting your Infomaniak mail

1. In your Infomaniak account’s security settings, create an application password for Teloneum, and copy it. Do not use your account’s password: with two-factor authentication, it does not work.
2. In Teloneum, click Connect on the Infomaniak Mail line.
3. Type your Mail address, paste the Application password, then click Connect.

Teloneum signs in to your mailbox to try the password before keeping it. When Infomaniak refuses it, the form says so: Infomaniak refused this address and password: check the address, and use an application password. Once connected, its page shows your Mail address.

Setting a connector

Click a connected connector to open its page. Each has the same shape:

• the On switch at the top. Turned off, the connector keeps your token, but the chat’s models get none of its tools; turn it on again whenever you like, without connecting again. The line’s switch, in the list, does the same;
• Connection: what is the connector’s own. For BookStack, the Wiki address and the Token ID, and Change token; for HubSpot, the Account and the Method - Your HubSpot account
  • and Reconnect; for Google, the Account, Reads and Choose files; for Notion and Jira & Confluence, the Method, and Reconnect; for Infomaniak kDrive, how many kDrives, and Change token; for Infomaniak Mail, the Mail address, and Change password;
• Tools given to the models: what the connector lets the chat do, each with its switch. For BookStack, Search the wiki and Read a wiki page; for HubSpot, searching and reading records. A tool switched off is no longer offered to the models;
• Disconnect, at the bottom.

What you set is kept when you change the token or connect again.

Disconnecting

Open the connector, click Disconnect, then confirm. Teloneum forgets your token; you can connect again at any time. To stop the token itself, delete it in BookStack as well. For Notion, also remove Teloneum from your account’s connections, in Notion’s settings. For Jira and Confluence, remove it from the connected apps of your Atlassian profile. For Infomaniak, also delete the token in the Manager, and the application password in your account’s security settings.

Asking the chat about your Drive and calendar

Once Google is connected, the chat’s models can search the files you gave and read your Google documents, spreadsheets and presentations as well as your text files, and list the events of your calendar. Ask them, for instance, to find a document, to sum up a presentation, or when you are free next week. The steps show Searched your Drive for what the model looked for, Read a file of your Drive and Read your calendar; the answer links the files it relies on. PDFs in the Drive are not read yet. When the file that would answer was not given, the model says so: give it with Choose files.

Your files and calendar reach the model that answers, like anything you write in the chat. When Google was consulted, it is named among who processed the message.

Asking the chat about your Notion workspace

Once Notion is connected, the chat’s models can search your workspace, and read a page or a database whole, with its comments. Ask, for instance, to find the notes of a meeting, to sum up a project’s page or to list the tasks of a database. The steps show Reading your Notion workspace, then Read your Notion workspace; the answer links the pages it relies on.

Teloneum only reads: it never creates, changes or deletes a page, nor writes a comment. What your pages say reaches the model that answers, like everything you write in the chat. When Notion was consulted, it is listed among who processed the message.

Asking the chat about Jira and Confluence

Once Jira and Confluence are connected, the chat’s models can search your issues and pages, read an issue or a page whole, with its comments, and browse your projects and spaces. Ask, for instance, where a project’s issues stand, what blocks a release, or to sum up a documentation page. The steps show Reading your Jira and Confluence, then Read your Jira and Confluence; the answer links the issues and pages it relies on.

Teloneum only reads: it never creates, changes or moves an issue or a page, nor writes a comment. What your issues and pages say reaches the model that answers, like everything you write in the chat. When Atlassian was consulted, it is listed among who processed the message.

Asking the chat about your kDrive

Once kDrive is connected, the chat’s models can search your files, by name and content, and read a file whole: a text file as it is, a document, spreadsheet, presentation or PDF once kDrive turns it into text. Ask, for instance, to find a contract or to sum up meeting notes. The steps show Searched your kDrive for what the model looked for, then Read a file of your kDrive; the answer links the folder of the files it relies on. A scanned PDF cannot be read.

Teloneum only reads: it never creates, changes, moves or shares a file. What your files say reaches the model that answers, like everything you write in the chat. When Infomaniak was consulted, it is listed among who processed the message.

Asking the chat about your mail

Once your mail is connected, the chat’s models can search your messages by the words they hold, list the latest received and read a message whole. They search your inbox, or the folder you name. Ask, for instance, what a client wrote to you last week, or to sum up a conversation. The steps show Searched your mail for what the model looked for, then Read a message of your mail. Attachments are not read.

Teloneum only reads: it never sends, answers, moves or deletes a message, and marks nothing as read. What your messages say, including what they say about the people who write to you, reaches the model that answers, like everything you write in the chat. When your mail was consulted, Infomaniak Mail is listed among who processed the message.

Asking the chat about your CRM

Once HubSpot is connected, the chat’s models can search your contacts, companies and deals, and read a record whole with what it is associated with. Ask about a client, a company or where a deal stands. The steps show Searched your CRM for what the model looked for and Read a record of your CRM, with a link to the record in HubSpot.

What the CRM holds about people - names, emails, phone numbers - reaches the model that answers, like anything you write in the chat: the models your project offers are the ones your administrators chose.

Asking the chat about your wiki

Once your wiki is connected, the chat’s models can search it and read its pages, with your own rights: they see only what you see in BookStack. Ask about your company’s procedures or documentation, and the model looks in the wiki first. Its steps show Searched your wiki for what it looked for and Read a page of your wiki, with the page under it; the answer links the pages it relies on.

A model that cannot use tools does not read the wiki. When the wiki was read, BookStack is listed in who processed the message.