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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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Jira Cloud Connector Setup Guide

Connect Jira Cloud to Ask the Genie — complete Atlassian administrator authorization, configure domains, and start using Jira data inside Ask the Genie.

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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.

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Stripe Integration Setup Guide

Connect Stripe to Ask the Genie — create a Restricted API Key, grant the permissions you choose, and manage customers, payments, invoices, and subscriptions.

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Slack Integration Setup Guide

Connect Slack to Ask the Genie — install the integration, authorize your workspace, configure workspaces, query Slack with natural language, and manage the connection.

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Zoom Integration Setup Guide

Connect Zoom to Ask the Genie — authorize your account, approve permissions, configure workspaces, search meeting recordings and transcripts with natural language, and manage the connection.

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