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

# Platform Integrations

> Use Decisional-managed research and communication tools without connecting your own account

## 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.

<Info>
  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.
</Info>

## Available Platform Integrations

| Integration    | Use it for                                                            | Account setup                                                                |
| -------------- | --------------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| **Apollo**     | Finding and enriching people or companies                             | No account needed for supported read tools                                   |
| **Exa**        | Researching the web and finding related pages                         | No account needed for supported Exa search tools                             |
| **Agent Mail** | Giving an agent its own email inbox for outbound messages and replies | Create an inbox for the agent; no Gmail or Outlook connection needed         |
| **Linq SMS**   | Sending SMS or iMessage from an organization-assigned number          | No OAuth connection, but Decisional must assign a number to the organization |

## How to Use a Platform Integration

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Apollo

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

### 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.

### How to Ask Dex

Give Dex clear search criteria and say which fields you want returned.

```text theme={null}
Use Apollo to find up to 25 VP or Head of Finance contacts at US manufacturing
companies with 100–1,000 employees. Return name, title, company, company domain,
location, LinkedIn URL, and work email when Apollo provides one. Do not guess
missing values.
```

For enrichment, provide a reliable starting point such as a company domain, LinkedIn URL, work email, or a person's name and company.

```text theme={null}
Enrich these contacts with Apollo. Match each person using their work email or
LinkedIn URL. Add current title, company, company domain, and location. Keep the
original row when Apollo does not find a confident match.
```

<Note>
  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.
</Note>

## Exa

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

### 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

### How to Ask Dex

State the research question, the type of sources you want, and the final format.

```text theme={null}
Use Exa to research the most important announcements from Acme Corp during the
last 90 days. Focus on product launches, leadership changes, partnerships, and
funding. Return a five-bullet summary with the source URL for every claim.
```

To find related pages, give Dex the starting URL and explain what “similar” means for your task.

```text theme={null}
Use Exa to find pages similar to this customer case study. Prefer case studies
from B2B software companies that discuss finance automation. Return the title,
company, URL, and a one-sentence reason each result is relevant.
```

<Tip>
  Exa is best for discovery and research. Use Apollo when you need structured people or company enrichment.
</Tip>

## 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.

### 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.

```text theme={null}
Use the agent's Agent Mail inbox to email each approved contact. Include the
account owner's name in the subject and attach the generated review file. Wait
for a reply and pass the reply to the next workflow step.
```

Use Gmail or Outlook instead when the agent needs a person's mailbox history, existing threads, or attachments stored in that mailbox.

## Linq SMS

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

### 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.

```text theme={null}
Add these phone numbers to the coaching agent's SMS audience. List anyone who
has not subscribed yet. For subscribed recipients, send the approved coaching
message and wait for their reply before continuing.
```

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.

## 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.
