Bliro

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

Bliro IT Onboarding

Admins: see how much your team uses Bliro for transcription and the phone agent, and set usage limits for your whole organization and for single team members.

Manage your organization's Bliro usage and limits

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 to connect SAP Sales Cloud (C4C) to Bliro step by step, plus the security details IT teams ask about.

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

A safe workflow for organization administrators who want to work on Skills: duplicate it as a backup, edit the instructions, verify the referenced tools, and test with a dedicated trigger…

Working with Skills

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 Microsoft Dynamics 365 integration: authentication model, OAuth scopes with justifications, instance selection, and tool-level permissions.

Microsoft Dynamics 365 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 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 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 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

Laura Fuchs

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

Admin-Space

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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.

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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.

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

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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.

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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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