App marketplace

Install agent templates, workflow packs and dashboard packs in one click — as drafts you review before anything runs — and find every integration in one place.

For: Admins

Steps

Go to Settings → Marketplace. Filter by category (Integrations, Agent templates, Workflow packs, Dashboard packs, Industry packs) or search by name.
Select an app to see what it will create, the permissions it asks for and its requirements: the modules your workspace must subscribe to, the permissions your role needs to install it, and anything to install or connect first.
Select Install. Agents are added to Agent Studio unpublished, workflows to Settings → Workflows as drafts, dashboards to Reports as private dashboards and knowledge articles as drafts. Nothing runs or reaches a customer yet.
Open each item from the app's detail (Open), adjust it — approvers, teams, wording, knowledge — then publish it or share it when you are ready.
Integration cards show whether the integration is available and connected; Open setup takes you to its own settings page.
When a newer version is published, the app shows Update available. Updating replaces only items nobody changed and keeps the ones you edited.
To remove an app, select Uninstall. Items nobody changed are removed; items you edited stay in your workspace unless you tick them in the confirmation.

Good to know

Installing twice never creates duplicates: it only puts back items that were deleted.
An app never gets more than the role of the person running it, and actions such as refunds, discounts and payments always need a person.
Industry packs (Property management, Clinic, Education centre) are coming soon: they need custom objects.
Installs, updates and uninstalls are recorded in the audit log.

Still need help? Contact support

App marketplace

Install agent templates, workflow packs and dashboard packs in one click — as drafts you review before anything runs — and find every integration in one place.

For: Admins

Steps

Go to Settings → Marketplace. Filter by category (Integrations, Agent templates, Workflow packs, Dashboard packs, Industry packs) or search by name.
Select an app to see what it will create, the permissions it asks for and its requirements: the modules your workspace must subscribe to, the permissions your role needs to install it, and anything to install or connect first.
Select Install. Agents are added to Agent Studio unpublished, workflows to Settings → Workflows as drafts, dashboards to Reports as private dashboards and knowledge articles as drafts. Nothing runs or reaches a customer yet.
Open each item from the app's detail (Open), adjust it — approvers, teams, wording, knowledge — then publish it or share it when you are ready.
Integration cards show whether the integration is available and connected; Open setup takes you to its own settings page.
When a newer version is published, the app shows Update available. Updating replaces only items nobody changed and keeps the ones you edited.
To remove an app, select Uninstall. Items nobody changed are removed; items you edited stay in your workspace unless you tick them in the confirmation.

Good to know

Installing twice never creates duplicates: it only puts back items that were deleted.
An app never gets more than the role of the person running it, and actions such as refunds, discounts and payments always need a person.
Industry packs (Property management, Clinic, Education centre) are coming soon: they need custom objects.
Installs, updates and uninstalls are recorded in the audit log.

Still need help? Contact support

App marketplace

Steps

Good to know

Related guides

App marketplace

Steps

Good to know

Related guides