Connecting your systems
Connecting a system makes it available for agents and workflows to use — under the governance your organization sets. Most connections follow the same shape: authorize Rival to access the system, confirm the scope, and the connector is live.
The general flow
Section titled “The general flow”- Open Connectors and choose the system you want to connect.
- Authenticate — usually by signing in to that system and approving the access Rival requests.
- Confirm the scope (what Rival is allowed to see and do).
- The connector is now available to be granted to agents and users.
Common connectors
Section titled “Common connectors”Slack — connect to let agents read and post in approved channels: digests, alerts, and workflow notifications. [VERIFY: confirm supported Slack scopes.]
Microsoft 365 — connect email, calendar, and files so agents can work across your Microsoft environment. [VERIFY: confirm which M365 services are supported.]
Google Workspace — connect Gmail, Calendar, and Drive for the Google equivalent. [VERIFY: confirm supported Workspace services.]
Salesforce — connect your CRM so agents can read and update records under approval. [VERIFY: confirm read vs. write scopes.]
Authentication
Section titled “Authentication”Connectors authenticate through each system’s standard, secure sign-in — Rival receives scoped access, not your passwords. Admins should connect shared, business-critical systems at the organization level so access is managed centrally rather than tied to one person’s account.
A quick example
Section titled “A quick example”An admin connects the company Slack workspace and grants the connector to the support team’s agents. Now those agents can post ticket summaries to a support channel — and only that team’s approved agents can use the connection.