Overview

This guide provides detailed instructions on how to connect your Mingleego assistant to external services such as calendars, email platforms, communication tools, and e-commerce systems to enhance its functionality. Integrations allow your assistant to automate tasks, access external data, and provide seamless user experiences.

For example, your assistant can schedule meetings via Google Calendar or Outlook, send and manage emails through Gmail or Outlook, notify teams in Slack, manage store operations in Shopify, or handle listings and orders on eBay based on user requests.

This guide covers enabling and setting up integrations, with a focus on Google Calendar, while other integrations such as Gmail, Outlook, Slack, Shopify, and eBay are in development.

Available integrations

The Mingleego platform supports the following integrations. Select an integration to learn more about its setup and capabilities:

Google Calendar (Business) integration

Integrating your assistant with google calendar allows it to create, manage, and retrieve calendar events based on user requests. For example, a user might say, “Book an appointment for tomorrow at 10 AM”, and the assistant will create a corresponding event in your google calendar.

Setting up google calendar

To enable Google calendar integration, follow these steps:

Enable integration

• Navigate to the assistants page and select your assistant.
• Toggle the enable integration option in the assistant settings.
• Select Google calendar from the list of available integrations.

Authenticate with Google

• Sign in with your Google account and grant the necessary permissions.

Configure calendar settings

After authentication, a configuration form will appear. Fill in the following fields to set up how your assistant manages calendar events:

Event Summary:

Enter a default title for events created by the assistant (e.g., “Client Meeting”). This will appear as the event title in the Google calendar.

Event Description:

Add details for the event, such as a phone number, email, address, or preparation instructions (e.g., “Please bring project documents”). These will be visible in the calendar event description.

Timezone:

Select the timezone that matches your Google calendar. This ensures events are scheduled correctly.

Time Slot Duration:

Specify the default duration of each event in minutes (e.g., 30 minutes for a consultation).

Working Hours:

Set the start and end times for your availability (e.g., 9:00 AM to 5:00 PM). The assistant will only schedule events within these hours.

Calendar Instructions:

The system automatically generates instructions for managing calendar events based on your input in fields like timezone, time slot duration, and working hours. After generation, you can review and edit these instructions to include business-specific details, such as “Avoid scheduling on weekends” or “Include a 15-minute buffer between meetings”.

Test the integration

• Go to the Playground page.
• Select your assistant and test a command, such as “Schedule a meeting for next Monday at 2 PM”.
• Verify that the event appears in your Google calendar.

Example Usage

• User Prompt: “Book a team meeting for tomorrow at 3 PM for 1 hour.”
• Assistant Action: Creates a Google Calendar event titled “Team Meeting” on the specified date and time, with a duration of 1 hour.
• Response: “I’ve scheduled a team meeting for tomorrow at 3 PM. Check your Google Calendar for details!”

Google Calendar (Classic) integration

The classic Google Calendar integration is the simpler, personal counterpart to the business calendar above. Instead of configuring booking rules, working hours, and meeting templates, you simply connect your Google account and choose which calendar actions the assistant may perform. It is ideal for managing your own day — reading your schedule, checking availability, and creating or removing events on request.

Setting up the personal calendar

Connecting the personal calendar uses Google OAuth — there are no credentials to copy or apps to register.

1. Open the assistants page and select the assistant you want to connect.
2. Turn on Enable integration and choose Google Calendar (Classic) from the list (in the Calendar category, next to the business calendar).
3. Click the card. You will be redirected to Google's sign-in and consent screen.
4. Sign in with the Google account whose calendar you want to use and approve the requested calendar permission.
5. Google redirects you back to Mingleego and the integration becomes active.

Once connected, choose which tools the assistant is allowed to use in the personal-calendar configuration. See Google Calendar tools below for what each tool does. The assistant always reads live calendar data and detects your timezone automatically from your Google Calendar settings — it never asks you for it.

Google Calendar tools

Each tool below is a specific capability the assistant uses when working with your personal Google Calendar. Enable only the ones you need — for example, a read-only assistant might enable viewing and availability but not creation or deletion.

Scheduling

Create event

google_calendar_create_event

Creates a new event in your Google Calendar — meetings, appointments, reminders, and calls — directly from the conversation, without opening Google Calendar separately. The assistant accepts natural-language dates and times in any format ("Book a call with Anna next Friday at 3pm") and uses the timezone configured in your Google Calendar account automatically.

Viewing & availability

Get events

google_calendar_get_events

Shows what's on your calendar during a selected period, answering questions like "What do I have tomorrow?" or "Show me my Friday schedule" with real, live data. The assistant presents event names, times, and relevant details in plain language so you get a clear picture of your day without switching apps.

Check availability

google_calendar_get_availability

Checks whether you are free or busy during a specific time window. When you ask "Am I available Thursday afternoon?" or "Do I have anything at 2pm?", the assistant reads your live calendar and returns a clear answer — free or busy, and which slots are taken — useful before proposing a meeting time.

Managing events

Delete events

google_calendar_delete_events

Removes events within a selected time range. When you want to clear your schedule — "Cancel everything tomorrow morning" or "Delete my Friday meetings" — the assistant finds the matching events and removes them, confirming which events will be affected before deleting so nothing is removed by accident.

Example Usage

• User Prompt: "What's on my calendar tomorrow, and am I free at 2pm?"
• Assistant Action: Reads tomorrow's events and checks availability at 2pm from the live calendar.
• Response: "Tomorrow you have a 10am standup and a 4pm review. You're free at 2pm — want me to book something?"

Outlook integration

Integrating your assistant with outlook allows it to send and manage emails, as well as create and manage calendar events based on user requests. For example, a user might say, "Send a follow-up email and schedule a check-in for next week", and the assistant will perform both actions through your outlook account.

Setting up outlook

To enable Outlook integration, follow these steps:

Enable integration

• Navigate to the assistants page and select your assistant.
• Toggle the enable integration option in the assistant settings.
• Select Outlook from the list of available integrations.

Authenticate with Microsoft

• You will be redirected to Microsoft account authorization.
• Sign in with your Microsoft account.
• Grant the required permissions for email and calendar access.

Configure Outlook tools

After authentication, a configuration panel will appear with selectable tools. Enable only the tools your assistant needs for your workflow.

Search tools:

• Find emails: Allows the assistant to search emails by sender, subject, keywords, or date range.
• Get email: Allows the assistant to retrieve the full content of a specific email.
• Find calendar events: Allows the assistant to search upcoming or past calendar events.

Action tools:

• Send email: Allows the assistant to send emails on behalf of the user.
• Reply to email: Allows the assistant to reply to existing email threads.
• Delete email: Allows the assistant to delete selected emails.
• Delete calendar event: Allows the assistant to remove events from the user's calendar.
• Edit calendar event: Allows the assistant to update event details such as title, time, or attendees.
• Create calendar event: Allows the assistant to create new calendar events.

Test the integration

• Go to the Playground page.
• Select your assistant and test a command, such as "Send an email to john@example.com and create a calendar event for Friday at 2 PM".
• Verify that the email is sent and the calendar event appears in Outlook.

Example Usage

• User Prompt: "Reply to anna@example.com that we confirmed the proposal, then schedule a follow-up meeting for next Tuesday at 11 AM."
• Assistant Action: Sends the email reply in Outlook and creates a calendar event for the requested time.
• Response: "I've sent your reply to anna@example.com and scheduled the follow-up meeting for next Tuesday at 11 AM."

Slack integration

Integrating your assistant with slack allows it to search conversations, retrieve messages, and perform channel actions based on user requests. For example, a user might say, "Find the latest incident update in #ops and reply with an acknowledgment", and the assistant will complete these actions in your Slack workspace.

Setting up Slack

Connecting Slack takes just a few clicks. Mingleego uses a managed OAuth application, so you do not need to create your own Slack app or copy any bot tokens — you only need to authorize access to your Slack workspace.

1. Open the assistants page and select the assistant you want to connect.
2. Turn on Enable integration and choose Slack from the list.
3. Click Connect. You will be redirected to Slack's authorization page.
4. Sign in to Slack, pick the workspace, and approve the requested permissions.
5. Slack redirects you back to Mingleego, and the integration becomes active.

Once connected, choose which tools the assistant is allowed to use in the Search tools and Action tools sections of the Slack configuration. See Slack tools below for what each tool does. To verify everything works, open the Playground and try a command such as "Search messages in #support for password reset and reply with the help center link".

Slack tools

Each tool below is a specific capability the assistant uses when working with Slack. All tools require a connected Slack integration. The assistant has no built-in knowledge of your workspace structure — channel IDs, user IDs, and message timestamps are either provided directly or first obtained through the lookup tools (Find public channel, Find user by email, Search messages).

Finding people & channels

Find user by email

slack_find_user_by_email

Looks up a Slack user by email address or username and returns their basic profile — user ID, display name, and email. This is the starting point for any action targeting a specific person: you need their user ID before you can message them, check their memberships, or remove them from a channel.

Find public channel

slack_find_public_channel

Resolves a public channel name into its Slack channel ID. Since every other tool works with channel IDs rather than names, this is usually the first step whenever a channel is referenced by name.

Reading messages & conversations

Get message

slack_get_message

Fetches a single specific message using its channel ID and timestamp. Returns the message text, the author's user ID, and the timestamp. This is an exact lookup — it does not browse history or search by content.

Get message permalink

slack_get_message_permalink

Returns a permanent, shareable URL pointing to a specific Slack message — useful for referencing messages in documents, emails, or other channels.

Get conversation

slack_get_conversation

Retrieves basic metadata about a Slack channel by its channel ID — the channel ID, name, and whether it is public or private. A background utility used to verify channel details before performing an action.

Get conversation members

slack_get_conversation_members

Returns a list of user IDs for the members of a channel or direct message.

Search messages

slack_search_messages

Searches the whole Slack workspace for messages matching a text query. Each result includes the author's username, message text, timestamp, and a direct permalink. This is the right tool when you don't know the exact message location — for example, "find messages about the budget approval".

Sending messages

Send message

slack_send_message

Posts a single new message to a public Slack channel. Each call sends exactly one standalone message.

Send private channel message

slack_send_private_channel_message

Posts a single message to a private (invite-only) Slack channel. Works like Send message, but for restricted channels.

Reply to message

slack_reply_message

Posts a reply inside an existing Slack thread. Requires the channel ID, the timestamp of the parent message, and the reply text. The message appears as a thread reply, not as a top-level channel message.

Managing messages & members

Delete message

slack_delete_message

Permanently deletes a specific message from a Slack channel, using its channel ID and timestamp.

Remove user from channel

slack_remove_user_from_channel

Removes a specific user from a Slack channel, using the channel ID and the user's Slack user ID.

Example Usage

• User Prompt: "Find messages about deployment in #engineering, then reply in thread that rollback is complete."
• Assistant Action: Searches Slack messages in the specified channel and posts a threaded reply to the relevant message.
• Response: "I found the deployment thread in #engineering and posted your rollback confirmation reply."

Advanced: create your own Slack app

Create a Slack App

• Go to https://api.slack.com/apps.
• Click Create App.
• Choose: From scratch.
• Fill in:
  • App Name (e.g. my-test-app) (1)
  • Workspace (2)
  • Click Create App (3)

Add Redirect URL in OAuth & Permissions

• In the left sidebar, click OAuth & Permissions.
• Scroll down to Redirect URLs and click Add New Redirect URL.
• Enter https://mingleego.com/api/slack/callback and click Add.
• Click Save URLs.

Add Bot Token Scopes

• Scroll down to the Scopes section and click Bot Token Scopes to expand it.
• Click Add an OAuth Scope.
• Add the following scopes:

OAuth Scope	Description
bookmarks:read	Read channel bookmarks
channels:history	Read messages in public channels
channels:manage	Create, archive, manage public channels
channels:read	View list of public channels
channels:write.invites	Invite users to public channels
chat:write	Send messages as the bot
conversations.connect:read	Access shared channel info (Slack Connect)
groups:history	Read messages in private channels
groups:read	View private channels the bot is in
groups:write	Manage private channels
im:history	Read direct messages
im:read	View direct message conversations
im:write	Send direct messages
mpim:history	Read group direct messages
mpim:read	View group DM conversations
mpim:write	Send messages in group DMs

Install App & Get Token

• Scroll up to the OAuth Tokens section and click Install to Test to install the app to your workspace.
• After installation, the Bot User OAuth Token will be generated (starts with xoxb-).
• Click Copy to copy the token.

Shopify integration

Integrating your assistant with shopify allows it to access store data and automate commerce-related workflows based on user requests. For example, a user might say, "Check product availability and prepare an update for the customer", and the assistant will use your Shopify connection to support that request.

Setting up shopify

To enable Shopify integration, follow these steps:

Create a Shopify app

1. Go to your Shopify Admin Panel.
2. Navigate to Apps → App settings → Develop apps.
   
3. Click Develop apps.
   
   
4. Click Build apps in Dev Dashboard.
   
5. Click Create App, fill in the App Name (e.g. my-test-app) (1), and click Create (2).
   
   

Configure URLs

• Set App URL: https://mingleego.com
• Set Redirect URL: https://mingleego.com/api/slack/callback

Add Scopes

Add the following scopes to your app:

Scope	Description
read_customers	view customer data
write_customers	create or update customers
read_fulfillments	view fulfillment information
read_orders	view orders
write_orders	create or update orders
read_products	view products

For proper functionality and seamless integration of this service, all scopes listed above must be added and granted to the application. After adding the required scopes and configuring the redirect URL, you must click the Release button to apply and save the changes.

Get Shop Domain

• Go to https://admin.shopify.com/ and log in to your account.
• Open Settings.
• Navigate to Domains.
• Copy your .myshopify.com domain.

Get Client ID and Client Secret

• In Shopify Admin, open Settings.
• Go to Apps and click Develop apps.
• Click Build apps in Dev Dashboard (redirect to dev.shopify.com).
• Log in if required.
• In the right-side menu, go to Apps and select your app from the list.
• Open Settings and find Credentials.
• Copy:
  • Client ID (API key)
  • Client Secret (API secret key)

Connect to Mingleego

• Navigate to the assistants page and select your assistant.
• Toggle the enable integration option in the assistant settings.
• Select Shopify from the list of available integrations.
• In the connection modal, enter:
  • Shop domain
  • Client ID (API key)
  • Client secret (API secret key)
• Click Connect — the integration becomes active.

Test the integration

• Go to the Playground page.
• Select your assistant and test a command, such as "Check inventory for SKU-1024 in Shopify and summarize the result".
• Verify that the assistant can access Shopify data successfully.

Shopify tools

Each tool below is a specific capability the assistant uses when working with Shopify. All tools require a connected Shopify integration and work only with data from your own store.

Finding orders

Find order by number

shopify_find_order_by_number

Finds a specific order by its order number — for example, "#1001". The assistant uses this tool whenever a customer mentions a specific order number, and it returns a single order with full details.

List orders

shopify_list_orders

Returns a list of store orders, up to 50 at a time. The assistant uses this tool to browse through all orders in the store, requesting the next page with the cursor from the previous response.

Order details

Get order info

shopify_get_order_info

Returns the essential information about an order — its status, total price, and list of items — using the order's internal Shopify ID.

Get order tracking

shopify_get_order_tracking

Returns shipment tracking data for a specific order — carrier name, tracking number, and a tracking link when one is available. The assistant uses this tool when a customer asks where their package is.

Products

Search products

shopify_client_search_products

Searches for products by a fragment of their title and returns up to 50 matches — partial words work too. The assistant uses this tool when a customer refers to a product by name but doesn't know its ID.

Get product info

shopify_client_get_product_info

Returns full details for a single product — description, variants, prices, and availability. The assistant uses this tool after a search to show a complete product card to the customer.

Example Usage

• User Prompt: "Find the stock status for the Blue Hoodie and tell me whether it is available in size M."
• Assistant Action: Retrieves product inventory details from Shopify and checks variant availability for size M.
• Response: "The Blue Hoodie is currently in stock in size M. I can also provide quantity by location if needed."

eBay integration

Integrating your assistant with ebay allows it to work with marketplace-related workflows using your seller account context. For example, a user might say, "Check listing details and prepare a seller response", and the assistant will use your eBay integration to support that request.

Setting up eBay

Connecting eBay takes just a few clicks. Mingleego uses a managed OAuth application, so you do not need to create your own eBay developer app or copy any API keys — you only need your eBay seller username and to authorize access to your account.

1. Open the assistants page and select the assistant you want to connect.
2. Turn on Enable integration and choose eBay from the list.
3. In the connection window, enter your eBay seller username. This is your public seller name on eBay — you can find it on any of your product pages under the Seller information section, or in your eBay account profile.
4. Click Connect. You will be redirected to eBay's authorization page.
5. Sign in to eBay and approve the requested permissions.
6. eBay redirects you back to Mingleego, and the integration becomes active.

Once connected, choose which tools the assistant is allowed to use in the eBay configuration. See eBay tools below for what each tool does. To verify everything works, open the Playground and try a command such as "Check the listing status for item 1234567890 and summarize it".

eBay tools

Each tool below is a specific capability the assistant uses when working with eBay. All tools require a connected eBay integration with a valid seller account, and product and order lookups work only with data from your own eBay store.

Searching & browsing products

Search products

ebay_client_search_products

Searches your eBay store's listings by keyword and returns matching products with their prices.

Get product info

ebay_client_get_product_info

Pulls up the full details of a specific eBay listing — title, price, condition, and seller.

Seller information

Get seller info

ebay_client_get_seller_info

Looks up the public profile of the seller behind a specific eBay listing.

Orders

Get order info

ebay_get_order_info

Retrieves the status and key details of a specific eBay order by its order ID.

Example Usage

• User Prompt: "Use my eBay seller account to check listing status for item 1234567890 and summarize it."
• Assistant Action: Uses the connected eBay integration to retrieve listing status details for the specified item.
• Response: "I checked item 1234567890 in your eBay seller account and summarized the current listing status."

Advanced: create your own eBay app

Create eBay Developer Account & Application

• Go to https://developer.ebay.com/ and sign in (or create an account).
• After login, open My Account → Application Keysets.
• Navigate to Application Keys, choose environment Production (for real usage), and click Create a keyset.

eBay Notification Setup

After creating your application, eBay will redirect you to the Alerts & Notifications configuration page. You must configure the Event Notification Delivery Method:

• Select: Production → Alerts & Notifications → Marketplace Account Deletion.
• Fill in the required fields:
  • Email — your email address for notifications
  • Marketplace account deletion notification endpoint: https://mingleego.com/api/ebay/account-deletion
  • Verification token: mcp_production_verification_token_2026_secure
• Click Send Test Notification.

Configure OAuth URLs

• Open the User Access Tokens → eBay Sign-in Settings section.
• Click Add eBay Redirect URL.
• Set Your auth accepted URL to: https://mingleego.com/api/ebay/callback.

Get Client ID (App ID) and Client Secret (Cert ID)

• Go to https://developer.ebay.com/ and log in.
• In the top-right corner, hover over "Hi, (your username)".
• In the dropdown menu, click Application Keysets.
• On the Application Keys page, locate your app.
• Copy:
  • App ID (Client ID)
  • Cert ID (Client Secret)

HubSpot CRM integration

Integrating your assistant with HubSpot CRM allows it to manage contacts, deals, and companies based on user requests. For example, a user might say, "Create a new contact for John Smith from Acme Corp", and the assistant will add it directly to your HubSpot CRM.

Setting up HubSpot CRM

Connecting HubSpot takes just a few clicks. Mingleego uses a managed OAuth application, so you do not need to create your own HubSpot app or copy any API keys — you only need to authorize access to your HubSpot account.

1. Open the assistants page and select the assistant you want to connect.
2. Turn on Enable integration and choose HubSpot CRM from the list.
3. Click Connect. You will be redirected to HubSpot's authorization page.
4. Sign in to HubSpot and approve the requested permissions.
5. HubSpot redirects you back to Mingleego, and the integration becomes active.

Once connected, choose which tools the assistant is allowed to use in the Customer and User sections of the HubSpot configuration. See HubSpot tools below for what each tool does.

HubSpot tools

Each tool below is a specific capability the assistant uses when working with HubSpot. Some run automatically in the background, others are triggered naturally during a conversation. In every case the goal is the same: keep the CRM clean, accurate, and well-structured — without burdening the user with technical details.

In the HubSpot configuration, related tools are grouped together. Enabling a Search tool also enables its matching "view record" and "explore relationships" tools, since they are used together.

Creating records

Create contact

hubspot_create_contact

Creates a contact record in HubSpot, or reuses an existing one if the person has been in touch before. Before creating anything, the assistant searches by first name, last name, or email and tries different variations — a new contact is created only when no match is found.

Create company

hubspot_create_company

Creates an organization record, or finds and reuses an existing one. Used whenever the conversation has a business dimension — sales, B2B onboarding, partnerships, or corporate support. The assistant searches by company name, abbreviation, domain, or partial match before creating a new record.

Create deal

hubspot_create_deal

Creates a deal, support request, onboarding case, or any other matter that needs follow-up. The assistant decides on its own when a conversation has become significant enough to track — a serious problem, a business opportunity, or a situation that may need human involvement.

Create full lead

hubspot_create_full_lead

The full-cycle CRM tool: it creates a contact, a company, and a deal at once, links them all together, and ensures a clean data structure from the start. Best used when a new lead or customer needs to be fully onboarded into the system.

Updating records

Update contact

hubspot_update_contact

Updates an existing contact's information. When the new data differs from what is already on file — a changed phone number, a corrected surname, a new email — the assistant explains exactly what is different and asks for confirmation before applying any change.

Linking records

Link records

hubspot_link_contact_to_company · hubspot_link_deal_to_contact · hubspot_link_deal_to_company

These tools manage the internal relationships in your CRM: connecting contacts to companies, deals to people, and deals to organizations. They usually work automatically in the background, and the user never interacts with them directly.

Searching the CRM

Search contacts

hubspot_customer_search_contacts

Searches contacts by first name, last name, email, or partial values. The search is not limited to exact matches — the assistant can split a full name into separate parts, try different spellings, and fall back to an email lookup, all without asking the user to refine their input.

Search companies

hubspot_customer_search_companies

Searches companies by name, abbreviation, domain, or partial match. It recognizes that the same organization may be referred to in different ways — "Acme Corp", "Acme", "acme.io" — and tries several variations before concluding that no matching record exists.

Search deals

hubspot_customer_search_deals

Searches deals, support requests, onboarding cases, and other business records. The assistant understands conversational queries such as "find the Acme onboarding" or "show open support tickets" and translates them into accurate CRM searches.

Viewing full records

Get record by ID

hubspot_customer_get_contact_by_id · hubspot_customer_get_company_by_id · hubspot_customer_get_deal_by_id

Retrieve a complete record when its ID is already known. Used to open a full customer profile, company page, or deal card rather than just a short line from search results.

Exploring relationships

Get associations

hubspot_customer_get_contact_associations · hubspot_customer_get_company_associations · hubspot_customer_get_deal_associations

Show which records are connected to a given contact, company, or deal. Useful for understanding the full picture: who a client works with, which companies are involved in a deal, or who owns a particular case.

Example Usage

• User Prompt: "Add a new contact — Jane Doe, email jane@acme.com, company Acme Corp."
• Assistant Action: Creates a new contact record in HubSpot CRM with the provided details.
• Response: "I've added Jane Doe from Acme Corp to your HubSpot contacts."

The assistant also works proactively, not only on explicit requests. Whenever it talks to a new customer, it can record the new lead's details in your CRM right away — or update an existing contact's information if something has changed — as long as the matching tool (Create contact, Create full lead, or Update contact) is enabled in the HubSpot configuration. The data is gathered naturally during the conversation, so the customer never feels like they are filling out a form.

Advanced: create your own HubSpot app

Create a HubSpot Developer Account

• Go to https://developers.hubspot.com/.
• Sign in to your account (or create one via Google, Facebook, or email).
• After authorization, you will be redirected to your HubSpot workspace dashboard.

Create a Legacy App

• Navigate to Development → Legacy Apps in the left sidebar.
• Click Create Legacy App.
• Choose Public (for many accounts) and fill in the Public app name (e.g. MyHubSpotApp1).
• In this menu, you can set the name of your application, which will be displayed in HubSpot tools, the App Marketplace, and other related areas.

Configure Redirect URL

• In the Auth tab, scroll to Redirect URLs.
• Add: https://mingleego.com/api/hubspot/callback

Add Scopes (Permissions)

• Scroll to the Scopes section and click Add new scope.
• Add all of the following scopes:

Scope	Description
crm.objects.contacts.read	Read contacts
crm.objects.contacts.write	Create or update contacts
crm.objects.deals.read	Read deals
crm.objects.deals.write	Create or update deals
crm.objects.companies.read	Read companies
crm.objects.companies.write	Create or update companies
crm.schemas.contacts.read	Read contact schema (fields structure)
crm.schemas.deals.read	Read deal schema (fields structure)

Create the App

• Click the Create app button to finalize and save the application setup.

Get Client ID and Client Secret

• Go to the Auth tab in your app settings.
• Under App credentials, copy your Client ID and Client Secret.

Bitrix24 CRM integration

Integrating your assistant with Bitrix24 CRM allows it to create contacts, companies and leads, leave internal comments on records, and schedule tasks based on user requests. For example, a user might say, "Save this customer and remind me to call them on Friday", and the assistant will create the contact in Bitrix24 and add a task for the follow-up.

Setting up Bitrix24 CRM

Connecting Bitrix24 requires a Local Application registered inside your Bitrix24 portal. You will copy its Client ID, Client secret and your portal domain into the Mingleego connect popup.

1. Open the assistants page and select the assistant you want to connect.
2. Turn on Enable integration and choose Bitrix24 CRM from the list.
3. In the popup, paste your portal domain (for example, company.bitrix24.com), Client ID and Client secret.
4. Click Connect. You will be redirected to your Bitrix24 portal to authorize the application.
5. After approving the requested permissions, Bitrix24 redirects you back to Mingleego and the integration becomes active.

Once connected, choose which tools the assistant is allowed to use in the Customer and User sections of the Bitrix24 configuration. See Bitrix24 tools below for what each tool does.

Bitrix24 tools

Each tool below is a specific capability the assistant uses when working with Bitrix24. The Customer section contains tools that may be triggered while the assistant is talking to a visitor — creating contacts, companies and leads. The User section contains tools meant for the CRM owner — searching the CRM, leaving internal notes and creating tasks.

Customer-facing tools

Create contact

bitrix_create_contact

Creates a new contact record in Bitrix24 with the details collected during the conversation — typically the name, phone number and email. The assistant gathers this information naturally and confirms key fields before saving them to the CRM.

Update contact

bitrix_update_contact_by_id

Updates an existing Bitrix24 contact when the visitor provides corrected or additional details. The assistant identifies the right contact by its ID before applying changes.

Create company

bitrix_create_company

Creates a new company record. Used when the conversation has a business dimension — a B2B inquiry, a partnership request, or any other situation where a company should be recorded in the CRM.

Create lead

bitrix_create_lead

Creates a sales lead in Bitrix24 with the information gathered from the visitor. Best used when the conversation indicates real buying intent and the lead should be picked up by your sales team.

Admin (User) tools

Search contacts

bitrix_customer_search_contacts

Searches contacts in Bitrix24 by name, email, phone, or partial matches. Used by the assistant before creating a new contact to avoid duplicates, and also when the user asks the assistant to look up a person.

Search companies

bitrix_customer_search_companies

Searches companies in Bitrix24 by title or other attributes. Useful for finding the right organization to attach a contact, lead or task to.

Search leads

bitrix_customer_search_leads

Searches existing leads by title, related contact, or company. Lets the assistant find and re-use existing pipeline records instead of duplicating them.

Add comment to contact

bitrix_add_comment_to_contact

Adds an internal note or comment to a Bitrix24 contact. Useful for recording context that should be visible to your team but not displayed to the customer.

Add comment to company

bitrix_add_comment_to_company

Adds an internal note or comment to a Bitrix24 company record — for example, a summary of a recent conversation or important context about the relationship.

Add comment to lead

bitrix_add_comment_to_lead

Adds an internal note or comment to a Bitrix24 lead, capturing useful context from the conversation alongside the sales record.

Create task

bitrix_create_task

Creates a Bitrix24 task with a title, description and responsible user. Used when the conversation produces a clear follow-up action — a callback, a document to prepare, or a check-in.

Example Usage

• User Prompt: "Add a new contact — John Smith, phone +1 555 0100, and create a task to call him tomorrow."
• Assistant Action: Creates a contact in Bitrix24 with the provided details and adds a follow-up task assigned to the responsible user.
• Response: "I've added John Smith to your Bitrix24 contacts and created a task for tomorrow's call."

The assistant works proactively as well. Whenever it talks to a new customer, it can register the visitor as a contact or lead, leave an internal note summarizing the conversation, and create a task for the team — as long as the matching tools are enabled in the Bitrix24 configuration.

Advanced: create your own Bitrix24 Local Application

Create a Bitrix24 Developer Account

• Go to https://www.bitrix24.com/ and sign in to (or create) your Bitrix24 portal.
• Open your portal — its address (for example, company.bitrix24.com) is the portal domain you will use in Mingleego.

Open Developer resources

• In the left sidebar of your Bitrix24 portal, open Applications → Developer resources.
• You will see a list of integration categories — choose Other.

Create a Local Application

• Inside Other, click Local application to start creating a new app.
• Choose Server as the application type (this is required for the OAuth flow used by Mingleego).

Configure Handler and Installation paths

Fill in the form with the following values:

Field	Value
Your handler path	https://mingleego.com/api/bitrix/callback
Initial installation path	https://mingleego.com/api/bitrix/callback
Menu item text	any descriptive name (for example, Mingleego AI, Your Company AI, AI Assistant)

Grant CRM and Tasks permissions

• Scroll to Assign permissions and add the following scopes:

Scope	Description
crm (CRM)	Required for working with contacts, companies, leads, deals and comments
task (Tasks)	Required only if you plan to enable the bitrix_create_task tool

Save the application

• Click Save to finalize the Local Application setup.

Get Client ID and Client secret

• After saving, Bitrix24 displays the Application ID (client_id) and the Application key (client_secret) directly in the form.
• Copy both values — these are the Client ID and Client secret you will paste into the Mingleego connect popup.

Find your Bitrix24 portal domain

• Log in to your Bitrix24 portal.
• Click the Bitrix24 badge in the bottom-left corner of the screen.

• A panel with your portal information will appear. Copy the domain shown at the top (for example, b24-xxxx.bitrix24.pl or company.bitrix24.com).

Connect in Mingleego

• Paste the Client ID, Client secret and portal domain into the Mingleego Connect Bitrix24 popup.
• Click Connect — Mingleego will redirect you to authorize the Local Application and complete the integration.