> ## Documentation Index
> Fetch the complete documentation index at: https://ai-docs.myidfi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> myIDFI AI allows you to extend your AI Agent's capabilities by connecting it with powerful third-party tools. These integrations allow your AI Agent to do more than just chat. With just a few clicks, you can connect it to tools that automate support, capture leads, schedule meetings, and more.

<img src="https://mintcdn.com/myidfi/vysntRSAlRQP34rG/images/integrations/overview/integration_overview.webp?fit=max&auto=format&n=vysntRSAlRQP34rG&q=85&s=759ed659ac30d38d744cea9884d836fa" alt="Integration overview" className="rounded-xl border-4 border-blue-100 dark:border-blue-300" width="3264" height="1351" data-path="images/integrations/overview/integration_overview.webp" />

Integrations are modular and optional. You choose which tools to connect, and you can configure each one independently based on your business needs.

## Why Integrate?

Integrations let your AI agent do more than just answer questions; they allow it to take real actions across your existing tools.

Instead of stopping at a response, your agent can:

* Create a support ticket when a user reports an issue.
* Capture lead details when someone shows interest.
* Let customers book meetings, demos, and more.

These actions happen directly inside the conversation, without needing human intervention or switching tools.

### Available Integrations

Here’s what you can connect today:

* **[Ticket Management](/integrations/ticket_management)** → Allows users to log support issues as tickets.
* **[Lead Generation](/integrations/lead_generation)** → Capture contact details and qualify leads instantly.
* **[Cal.com](/integrations/cal)** → Allow users to book meetings directly inside the chat.
* **[Web Agent](/integrations/web_agent)** → Expand your agent's knowledge by letting it search the web.

<Info>Click any of the integrations above to learn how to connect and configure each one.</Info>

And since they’re built into the myIDFI AI platform, you don’t need to write any code to set them up. Just connect, configure, and you’re live.

## How to Integrate Tools with Your AI Agent

There are two ways you can integrate external tools into your AI Agent:

### Option 1: During Agent Creation

While creating your AI agent, you’ll see a step called **Integrations**.

<img src="https://mintcdn.com/myidfi/vysntRSAlRQP34rG/images/integrations/overview/integration_overview.webp?fit=max&auto=format&n=vysntRSAlRQP34rG&q=85&s=759ed659ac30d38d744cea9884d836fa" alt="Integration overview" className="rounded-xl border-4 border-blue-100 dark:border-blue-300" width="3264" height="1351" data-path="images/integrations/overview/integration_overview.webp" />

* From here, toggle on the tools you want to use.
* Customize settings for each integration (e.g., setting a Cal.com link or defining lead fields).

This helps you launch your agent with everything ready to go.

<Note>You can skip this step if you’re not ready; it’s always available later.</Note>

### Option 2: After Your Agent Is Created

Already created your AI Agent? No problem. You can add or remove integrations at any time.

From the left-hand sidebar in your dashboard, go to **AI Agents → Chat Agents**. You’ll see a list of all the AI agents you’ve created.

<img src="https://mintcdn.com/myidfi/vysntRSAlRQP34rG/images/integrations/overview/after_your_agent_is_created03.webp?fit=max&auto=format&n=vysntRSAlRQP34rG&q=85&s=21c551f83648014c18a354d7a2161420" alt="Go to AI Agents → Chat Agents" className="rounded-xl border-4 border-blue-100 dark:border-blue-300" width="1920" height="1080" data-path="images/integrations/overview/after_your_agent_is_created03.webp" />

Click “**View Agent**” under the agent you want to connect integrations with. This opens the agent’s settings page, starting with the **Appearance** tab.

<img src="https://mintcdn.com/myidfi/vysntRSAlRQP34rG/images/integrations/overview/appearance_tab.webp?fit=max&auto=format&n=vysntRSAlRQP34rG&q=85&s=8801ecdf41a439191d119d8bfa0ea65f" alt="Switch to Integration" className="rounded-xl border-4 border-blue-100 dark:border-blue-300" width="1920" height="1111" data-path="images/integrations/overview/appearance_tab.webp" />

Switch to the **Integrations** tab in the top navigation.

<img src="https://mintcdn.com/myidfi/vysntRSAlRQP34rG/images/integrations/overview/integration_overview.webp?fit=max&auto=format&n=vysntRSAlRQP34rG&q=85&s=759ed659ac30d38d744cea9884d836fa" alt="Integration overview" className="rounded-xl border-4 border-blue-100 dark:border-blue-300" width="3264" height="1351" data-path="images/integrations/overview/integration_overview.webp" />

From here, you can:

* Turn individual integrations **ON or OFF**.
* **Configure** tools like Lead Generation, Cal.com, or Ticket Management.
* **Add new integrations** as needed.
* Remove or edit existing ones anytime.

Changes are applied instantly, no redeployment needed. This makes it easy to update your agent as your workflows evolve.
