Setup, integrations, and health

You have connected an account, but customer history still has not appeared in the workspace. Setup shows what is configured, what has actually worked, and what needs another step. Use it to verify a connection before your team relies on its data.

Setup at /admin/setup requires the installation's platform administrator account. Other workspace members can use Integrations for the connections available to their role. If you are starting with a new installation, connect your workspace first.

Check a connection

1. Open Setup

   Sign in as the platform administrator and open Setup. Its groups cover the core system, email delivery, Google Workspace, AI, campaigns, proposals, attribution, booking, and operations health.

2. Open the relevant check

   Find the connection your work needs and choose How to finish this. Follow the steps shown for that check, then choose Refresh checks. Integration map opens the separate Integrations screen when you need to inspect available providers and modules.

3. Run the first real operation

   A saved key or connected account alone cannot show that work reached the workspace. For Google Workspace, run the relevant Workspace, Gmail, Calendar, or Drive sync and inspect its result. For email delivery, check a real outbound test and its provider result.

4. Confirm the saved result

   Refresh Setup and check the status, latest success, and any failure detail. Open the matching record or job before telling your team the connection is ready.

Ready means the check has the evidence it requires. Action needed means setup or a confirming result is missing. Degraded means a recent operation failed. Optional and Not enabled can be intentional when your workflow does not use that provider. A completed sync message confirms that the request finished; the check and the imported records show what became available.

Gmail draft access is separate from Gmail sync. Grant it only if you want an approved follow-up saved as an editable Gmail draft; the approval guide explains what happens after that decision. Review the Google consent before enabling this optional access, since its provider permission is broader than draft creation alone.

For example, Northline Roofing connects Gmail, runs a Gmail sync, and then checks a known customer thread in Conversations. If the thread is absent, the administrator inspects the Gmail check and sync result before asking the team to use that history. Integrations explains provider setup and verification in more detail.

Check health after setup

Open Operations health in Setup for failed or stalled jobs and their latest results. Today may also show an operational alert when a source fails. Open the alert's source before retrying work, because a failed read can leave an older snapshot on screen.

For a fresh installation, the first useful result needs no email or AI provider. Save a fictional contact and task in your connected workspace, reload both, complete the task, and check its history. Add optional connections after that manual path works.

What to check

• If Setup check failed appears, choose Try again. If it persists, ask the platform administrator to inspect the installation and use workspace recovery.
• If a provider remains Action needed after you save its credentials, run its first supported sync or test and check the resulting record. Credentials and a successful operation are different evidence.
• If a check reads Degraded, inspect its latest failure, fix the source, and run a new test. Confirm a new successful result before relying on the connection.
• If Setup says Platform access forbidden, sign in with the configured platform administrator account. Founder authority and tenant membership explains the difference between platform access and workspace membership.