Documentation Index
Fetch the complete documentation index at: https://docs.cobalt.peoplereign.io/llms.txt
Use this file to discover all available pages before exploring further.
Integrations overview
An Integration connects an agent to an external system — your service desk, HRIS, identity provider, file store, or collaboration tool — and turns that system’s capabilities into tools the agent can use. Integrations are the primary way an agent gets the ability to find information and take action. Reach for one before authoring a Skillset. Each integration is built and maintained by Cobalt, with guardrails and audit logging built in.Two kinds of capability
Integrations provide two kinds of tools, and they’re authorized differently:- Reads (on behalf of the user). Search and lookup tools that run as the asking user. Each end user authorizes once, and the agent only ever sees what that user can already see. No administrator credential is required beyond enabling the integration.
- Privileged actions (granted by an administrator). Tools that act for the organization — reset a password, add a user to a group, change a record. These require an administrator to grant access once, run under policy, and write an audit entry on every call. Until they’re authorized, these tools wait in an “awaiting authorization” state while the read tools work normally.
Adding an integration
Select modules
Pick which parts of the system to enable (for example, mail and calendar but
not files). Each module maps to a set of tools.
Authorize
Review the access requested and authorize. Reads use per-user authorization;
privileged actions use one of the administrator methods below.
Index content (optional)
For systems that hold documents — a knowledge base, a file store, a wiki —
choose which spaces, sites, or folders to index so the agent can search and
cite them.
Administrator authorization methods
Privileged actions use whichever method a given system supports. All credentials are encrypted at rest and never shown back in the console.| Method | How it works | Typical systems |
|---|---|---|
| Admin authorization | One-click grant — you’re sent to the vendor to approve, and Cobalt stores the resulting token. | Slack, Okta, Zendesk, ServiceNow, Atlassian |
| Service-account key | Upload a service-account key file and name the account to act as. | Google Workspace |
| Credential form | Enter the vendor’s connection fields (for example a directory ID, client ID, and secret). | Microsoft 365, Workday |
| Manager pool | No credentials — the action is allowed only when the asking user is the target’s manager. | Workforce-management and HR approvals |
What’s available
Cobalt includes integrations across the systems an IT or HR agent typically needs, including:- Productivity & collaboration — Google Workspace, Microsoft 365, Outlook, SharePoint / OneDrive, Slack, Microsoft Teams, Notion, Box, Dropbox.
- IT service management — ServiceNow, Zendesk, Freshservice, Atlassian (Jira, Confluence, Jira Service Management).
- Identity & security — Okta, Microsoft Entra, SailPoint.
- HR, HRIS & payroll — Workday, UKG, Gusto, Rippling, Freshservice.
- CRM — Salesforce, Freshworks.