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Documentation

Guides for connecting your business systems to Ask the Genie and getting the most out of grounded, cited AI answers.

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HubSpot Integration Setup Guide

Connect HubSpot CRM to Ask the Genie — install, configure workspaces, query with natural language, and manage the connection.

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Salesforce Integration Setup Guide

Connect a hosted Salesforce MCP Server to Ask the Genie — create an External Client App, configure OAuth and PKCE, activate the MCP server, and verify the connection.