Connect services to a chat

Limited availability

Connectors are available to a limited set of accounts and managed teams. The supported-service list is evolving. If Connectors is absent from App Settings, it is not available for your account or has been disabled by your team.

A connector gives Bearly a service’s own tools for a chat—for example, finding a workspace page, inspecting an issue, or working with a project record. You choose which service to authorize and which conversations can use it.

Add and connect a service

1. Open App Settings → Connectors.
2. Under Available, find a service and select Add. It moves to your installed list but is not authorized yet.
3. Select Connect.
4. Complete the service’s sign-in and authorization page in the browser. Read the requested permissions before approving them.
5. Return to Bearly. A connected status indicator appears beside the service.

The services shown under Available are the current supported choices for your account. Bearly does not offer a field for adding an arbitrary server address.

Connector authorization belongs to the current browser or desktop profile. On another device or after signing out of Bearly, you may need to connect the service again.

Turn a connector on for one chat

Connected services are not automatically active in every conversation.

1. Open the conversation and select Connectors in the context strip beside the message box.

2. Select a connected service. Its row changes from Off to Active, and the chip shows the service name or the number of active connectors.

3. Ask Bearly for a specific result, including any boundary that matters.

   Using the connected project service, find open issues assigned to me that changed this week. Summarize them; do not edit anything.

4. Open Connectors again and select the service to turn it Off for that chat.

You can also choose a service marked Connect from the chat menu. Bearly opens authorization and makes it active in that conversation after the connection succeeds. Use Manage connectors… at the bottom of the menu to return to settings.

The exact abilities come from the connected service and your account permissions there. If your service account cannot see or change something, Bearly cannot bypass that restriction.

State the boundary for consequential work

An active connector may offer both reading and writing actions. For sensitive records, payments, deployments, publishing, or deletion, begin with an inspection-only request and review the result before asking Bearly to make a change.

Information returned by a connected service becomes part of the Bearly task and may be sent to the AI model producing the answer. Apply the same care you would use when pasting material from that service into a chat.

Disconnect or remove a service

Open App Settings → Connectors:

• Select Disconnect to remove the current authorization while keeping the service installed. Select Connect when you want to authorize it again.
• Select Remove to remove it from Bearly’s installed list.

Disconnecting or removing a connector from Bearly does not delete data in the outside service. If you also want to revoke Bearly’s authorization at the source, use that service’s connected-app or security settings.

If a connector does not work

What you see	What to do
Connectors is missing	Check whether your managed-team policy permits connectors. Otherwise, the limited feature is not available for the account yet.
Authorization closes or is cancelled	Return to App Settings → Connectors and select Connect again. Complete the entire browser flow with the intended service account.
A red status indicator or connection error appears	Read the error, select Connect to retry, and reauthorize if the earlier permission expired or was revoked.
A service is connected but Bearly does not use it	Open the chat’s Connectors menu and confirm that the service says Active, then name the service in the request.
Bearly cannot find a record you can see	Confirm that you authorized the correct service account or workspace and that the account has access to the record.
A service tool fails partway through a task	Ask Bearly what completed, verify the outside service directly, and retry only the failed step. Do not assume a write was rolled back.
The service you want is not under Available	It is not currently supported in the consumer connector list. Do not authorize a similarly named service as a substitute.