bliro

Martin Thoma

Maurice Schweitzer

Laura Fuchs

Everything you need to know about managing your Organisation in Bliro

Managing your Organisation in Bliro

Technical guide for IT and security teams on Bliro's Gmail integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

Gmail Integration: Setup and Security Overview

Technical guide for IT and security teams on Bliro's Outlook Email integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

Microsoft Outlook Email Integration: Setup and Security Overview

How Bliro's AI Skills turn individual tools into repeatable, multi-step workflows: what skills are, how they guide the AI agent, and how organization administrators configure them.

AI Skills

Technical guide for IT and security teams on Bliro's SAP Sales Cloud (C4C) integration: authentication model, CRM-side configuration, OData scopes with justifications, and tool-level permissions.

SAP Sales Cloud (C4C) Integration: Setup and Security Overview

Technical guide for IT and security teams on Bliro's Google Calendar integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

Google Calendar Integration: Setup and Security Overview

Technical guide for IT and security teams on Bliro's Outlook Calendar integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

Microsoft Outlook Calendar Integration: Setup and Security Overview

Technical guide for IT and security teams on Bliro's HubSpot integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

HubSpot Integration: Setup and Security Overview

Technical guide for IT and security teams on Bliro's Salesforce integration: authentication model, OAuth scopes with justifications, and tool-level permissions.

Salesforce Integration: Setup and Security Overview

How Bliro's AI agents act on connected systems: what tools are, permission levels, how "Ask for Permission" works in chat and on calls, and how Bliro enforces denied tools at…

AI Tools and Permissions

Technical guide for IT and security teams on Bliro's Microsoft Dynamics 365 integration: authentication model, OAuth scopes with justifications, instance selection, and tool-level permissions.

Microsoft Dynamics 365 Integration: Setup and Security Overview

Bliro IT Onboarding

This document outlines the technical and non-technical requirements for the optimal usage of bliro.

Client Side Requirements

This guide will walk you through your personal and organizational settings to help you get the most out of Bliro.

Navigating Your Bliro Settings: A Guide for Admins

As a Bliro administrator of an organization you can access your organization data programatically via our Api Access feature.

Api Access

Listen to events in your Bliro organization on your webhook endpoint so your integration can automatically trigger reactions.

Receive Bliro events in your webhook endpoint

Bliro Remote Control feature allows you to integrate Bliro into the workflows of sales people. Start and end the Bliro app via link.

Remotely Control Bliro Using Links (Desktop & Mobile)

This space covers topics related to the administration, configuration, and overall management of Bliro.

Admin-Space

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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