Connect the tools your firm already uses so Parley can pull in documents, keep correspondence in sync, and work in your other apps.
A connector links Parley to another app your firm uses. Depending on the app, Parley imports and syncs your documents, keeps email and meetings in sync with your cases, or lets the Parley Agent look things up and take action there for you.
Open Connectors
Go to Settings → Connectors in Parley to see every available app and connect the ones you use.
Find the app and select Connect. For email and calendar, select Set up instead, which takes you to Settings → Email & Calendar.
3
Sign in and approve access
A window opens for the app. Sign in, review what Parley is asking for, and approve it.
4
You're connected
The app moves to your Connected list.
Each person at your firm connects their own accounts. Connecting yours doesn’t give your teammates access to your files or messages.
Some firms require an IT admin to approve new apps in Google, Microsoft, or Slack. If the sign-in window asks you to request approval, send the request, then connect again once it’s approved.
Connectors marked with a speech bubble on the Connectors page connect to the Parley Agent. Once connected, they’re turned on for every new chat, and the Agent decides when to use them.To choose which connectors a chat can use, select + in the message box and open Connectors. Turn individual apps off, or select Turn all off.Routines keep their own list of connectors, so connecting a new app doesn’t change what your existing routines can do.
If Parley loses access to an app, for example after a password change, the app shows Reconnect on the Connectors page and in a chat’s Connectors menu. Select it and sign in again.To disconnect an app, go to Settings → Connectors, select Manage next to it, then Disconnect. Parley loses access right away, and anything that relies on the app, like a folder sync, stops until you connect again.For how Parley protects the data it reads from your apps, see Security and compliance.
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