Explore every Sixto workflow

Connect your agent

Give a connected agent the access it needs to help your team. Keep the connection active and its access limited to the intended work. A cited guide helps explain the product but does not authorize an operational change.

Before you start

An active connection and the appropriate permissions are required.

  1. Choose a connected agent in Integrations and review which information it may read.

    Review the active connection
    Connect your agent
    1 / 3
    Connect your agent
    ScopeAccess
    Connected agentActive connection
    Read permissionsSelected areas
    Connected agent
    Active connection
  2. Ask a product question and open the cited guide to follow the instructions in Sixto.

    Ask for a cited product guide
    Connect your agent
    2 / 3

    How do payment links work?

    Connected agent

    Open Money > Payment links and choose New payment link. Select the reservation, or choose Not for a reservation for a standalone request.

    Payment links

    A connected agent stays within its access. Reading guidance does not approve a change.

    Source
    Permitted help article
  3. Review proposed changes and keep the connection permissions up to date. The connected agent has the configured access, and a documented product answer can cite the same permitted guide your team opens in Sixto.

    Review proposals within access
    Connect your agent
    3 / 3
    Connected agent
    Proposed change
    Awaiting review
    Connection permissions
    Current access retained
    Needs review

    A connected agent stays within its access. Reading guidance does not approve a change.

    Proposed change
    Awaiting review

Check the result

The connected agent has the configured access, and a documented product answer can cite the same permitted guide your team opens in Sixto.

Limits and prerequisites

A connected agent stays within its access. Reading guidance does not approve a change.