Connecting your workspace

Link a Google or Microsoft account in about thirty seconds

The Workspace dialog in the Console handles the whole connection. You can open it from several places — they all lead to the same dialog:

• Your assistant’s profile → the Workspace tile
• Contact Details → Email → Configure
• The onboarding checklist’s workspace step
• The hire form, when setting up a new assistant

The connect flow

1. Pick a provider

   Choose Google Workspace (Gmail, Calendar, Drive) or Microsoft 365 (Outlook, Teams, Calendar).

2. Choose what to grant

   Tick the features you want your assistant to have. Some are part of the core connection and always included; the rest are up to you:

   Feature	Google	Microsoft 365
   Email	Always included	Always included
   Drive / files	Always included	Always included
   Teams	—	Always included
   SharePoint	—	Always included
   Calendar	Optional	Optional
   Contacts	Optional	Optional
   Tasks	Optional	Optional

3. Sign in and approve

   Click Connect. A new tab opens with the familiar Google or Microsoft sign-in, listing exactly the permissions you selected. Approve, and the tab returns you to the Console — you’ll see “Workspace connected” along with which account is linked.

4. Choose file access (optional)

   If you granted file access, a File access picker appears so you can decide which folders and files your assistant can see. See Files — by default it can access everything the connected account can, until you set rules.

Connecting a workspace is free — unlike phone or WhatsApp channels, there are no setup or monthly credit costs.

Changing what’s granted

Open the Workspace dialog any time to adjust:

• Add or remove features — change the checkboxes and click Update Features. You’ll go through the provider’s consent screen again so the new permission set is explicitly approved by you.
• Change the account — disconnect, then connect the other account.
• One account, one assistant — a mailbox can only be connected to one assistant at a time. If you see “That mailbox is already connected to an assistant”, disconnect it there first.

Disconnecting

Click Disconnect in the Workspace dialog. This revokes the platform’s access, removes the stored connection, and your assistant immediately loses the ability to act on that account — inbox, calendar, files, all of it. You can reconnect whenever you like.

You can also revoke access from the provider’s side at any time: Google Account → Security → Third-party access, or Microsoft Account → Apps & permissions. See Access & security for the full picture.

If you skip it

Everything in Communication that doesn’t depend on a mailbox still works — Console chat, Unify Meet, phone, SMS, WhatsApp. But your assistant won’t be able to read or send from the workspace mailbox, check the calendar, or reach files in Drive, OneDrive, or SharePoint until a workspace is connected. If you ask for something that needs it, your assistant will tell you what’s missing and point you to the Workspace dialog — or walk you through it on a screen-share call.