> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackshift.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect business tools to Support

> Bring useful customer context and approved actions into conversations.

<Note>
  This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.
</Note>

## What you can do

Bring useful customer context and approved actions into conversations. Where to find it: Settings → Integrations → Catalog

## Before you start

* Permission to manage integrations.
* An authorized account for the business tool you want to connect.

## Steps

<Steps>
  <Step>
    Choose an available app in Catalog and read the access it requests.
  </Step>

  <Step>
    Connect the correct account using its setup form or sign-in flow. Select the intended workspace, environment and inbox scope.
  </Step>

  <Step>
    Link the customer or external record using the app’s supported verification flow. Review the evidence before using its data.
  </Step>

  <Step>
    Open a conversation and check the contextual app panel. Try a permitted read before enabling sensitive actions.
  </Step>

  <Step>
    Review reconnect, disable and uninstall controls. If an action times out, inspect its receipt or provider state before repeating it.
  </Step>
</Steps>

## Example

A payments integration shows a verified transaction during a billing conversation; a refund still follows its own approval flow.

## Things to know

* Merchant payment connections help staff support customers; they are separate from paying your StackShift subscription.
* Catalog availability and permissions vary by app. Do not assume every listed app supports every action.
* Hosting context and engineering issue links also require explicit scoped access.

## What happens next

<Check>
  Staff can use connected customer information without switching between unrelated accounts or guessing identity matches.
</Check>

## If something goes wrong

<Warning>
  * No customer data: check verified links and the selected provider account.
  * Connection expired: reconnect through the app setup and check granted scope.
</Warning>

## Related guides

<CardGroup cols={2}>
  <Card title="Review AI actions safely" href="/stackshift-support/ai-actions-and-approvals">
    Let AI request allowed business actions and have the right person approve sensitive work.
  </Card>

  <Card title="Create API credentials, webhooks and custom apps" href="/stackshift-support/developer-integrations">
    Connect your own systems with explicit permissions and observable delivery.
  </Card>
</CardGroup>


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