By connecting Brevo, your agent can sync contacts from your conversations with your Brevo account and trigger automatic transactional emails when something relevant happens — for example, when a lead is captured or an appointment is confirmed —, as well as gaining tools to look up and update contacts while chatting.
What you getBy connecting Brevo, your agent can sync contacts from your conversations with your Brevo account and trigger automatic transactional emails when something relevant …
Before you startNote — No external authorization process Brevo doesn't require any review or approval process to generate an API key: you generate it yourself, in your own accoun…
In Brevo: generating the API keyRequirements: a Brevo account with access to SMTP & API (section 2).
In Platform: connecting BrevoRequirements: Admin role; the API key from section 3.
Which actions to activate, and for whomConnecting Brevo doesn't activate anything on its own: both panel actions and agent tools are born off — the same "nothing on by default" principle that go…
Testing the connectionWith Brevo already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved key is still valid against Brevo's…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and update contacts in Brevo while chatting.
Common problemsCan I connect more than one Brevo account?
Disconnecting Brevo and what happens to your dataRequirements: Admin role.