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What Is a Platform Integration?

A platform integration uses an account managed by Decisional. It lets an agent use supported tools without asking you to connect your own API key or external account. Look for the Platform-provided label when reviewing an agent’s connections. The integration card shows whether calls use workspace credits and any current per-call charge.
Platform access may cover only part of an integration. For example, Decisional provides shared access to Apollo’s read tools, but Apollo write actions require an Apollo account that you connect.

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Available Platform Integrations

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How to Use a Platform Integration

1

Describe the job to Dex

Say what you want to find or send, what information Dex should start with, and what the final result should contain.
2

Review the agent's connections

Dex adds the required tools to the agent. A Platform-provided connection is ready without an API key when every selected tool is covered by Decisional’s account.
3

Connect your own account only when needed

If a tool or trigger is outside the platform-provided scope, Decisional asks you to connect an account. This commonly happens when you want an Apollo write action or a trigger from an external app.
4

Test and inspect the run

Run the agent with a small example. Select the run on the workflow graph, then click the research or communication node to review its inputs, outputs, logs, and credit usage.

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Apollo

Use Apollo when a workflow needs structured information about prospects, contacts, or companies.

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What You Can Do

  • Search for people by details such as role, seniority, location, industry, or company
  • Search for organizations and narrow the results to a target market
  • Enrich a known person or company with additional Apollo data
  • Enrich several people or organizations in one step
  • Read supported Apollo records and reference data
The platform credential is read-only. Creating or updating Apollo records, changing sequences, or performing other Apollo write actions requires your own Apollo connection.

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How to Ask Dex

Give Dex clear search criteria and say which fields you want returned.
For enrichment, provide a reliable starting point such as a company domain, LinkedIn URL, work email, or a person’s name and company.
Apollo coverage varies. Treat missing data as unavailable and verify important contact details before using them in outreach. Platform-provided Apollo reads use workspace credits; the integration card shows the current charge.

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Exa

Use Exa when an agent needs current information from the public web rather than structured CRM data.

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What You Can Do

  • Research a question and return an answer based on web sources
  • Find pages related to a known article, company page, or URL
  • Gather sources for market research, account research, news summaries, or competitive analysis

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How to Ask Dex

State the research question, the type of sources you want, and the final format.
To find related pages, give Dex the starting URL and explain what “similar” means for your task.
Exa is best for discovery and research. Use Apollo when you need structured people or company enrichment.

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Agent Mail

Agent Mail gives an agent a dedicated email inbox. Use it when the agent should send from its own Decisional-managed address instead of a person’s Gmail or Outlook mailbox.

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How to Use It

  1. Ask Dex to add Agent Mail to the agent.
  2. Create or enable the inbox when the connection panel asks you to.
  3. Tell Dex who should receive the message, the subject, and what the email should say.
  4. If the workflow should continue after a reply, ask Dex to add an email reply trigger or an Agentic Follow Up Dex Node.
Use Gmail or Outlook instead when the agent needs a person’s mailbox history, existing threads, or attachments stored in that mailbox.

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Linq SMS

Linq SMS lets an agent send SMS or iMessage from a phone number assigned to your organization.

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Before the Agent Can Send

  1. Ask Decisional to assign a Linq number to your organization if one is not already available.
  2. Add the recipient to the agent’s SMS audience.
  3. Ask the recipient to text the assigned number once. This changes the recipient from whitelisted to subscribed.
  4. Send messages only after the recipient is subscribed.
Use phone numbers in international format, such as +15551234567. A whitelisted person cannot receive an outbound message until they have texted the assigned number and become subscribed.

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Platform Access and Your Own Accounts

You can connect your own account when you need capabilities that the platform credential does not cover. A user or workspace credential takes priority when selected for a tool. Common reasons to connect your own account include:
  • Using Apollo write actions
  • Using a trigger tied to your external account
  • Accessing private data that belongs to your organization
  • Applying your own provider plan, limits, or permissions
Platform integrations can change as Decisional adds new managed services. The Platform-provided label in the Integrations catalog is the source of truth for what is currently available without account setup.