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Manage integration credentials for your workspace. Credentials allow your bots to connect securely with external services and platforms.

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What are Workspace Credentials?

Workspace credentials are secure authentication keys and tokens that enable your bots to integrate with external services. Unlike API tokens which authenticate API requests, credentials store third-party service authentication data.

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Supported Integration Types

QuickBot supports credentials for various integration types:
  • Google Sheets: OAuth tokens for accessing Google Sheets
  • SMTP: Email server credentials for sending emails
  • Stripe: Payment processing credentials
  • WhatsApp: Meta Business API credentials
  • OpenAI: API keys for AI integrations
  • Other integrations: Various service-specific credentials

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Add New Credentials

To create new integration credentials:
  1. Navigate to Workspace > Credentials
  2. Click the Create new dropdown button
  3. Select the integration type you want to configure
  4. Fill in the required authentication information
  5. Assign a descriptive name to identify the credentials
  6. Save the credentials
Each integration type has different required fields. For example, SMTP requires server host, port, username, and password, while OAuth services like Google Sheets require authorization through their respective platforms.

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Managing Existing Credentials

The credentials page displays all configured credentials with:
  • Type: The integration service (shown with service icon)
  • Name: Your custom name for the credentials
  • Actions: Edit and delete options

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Edit and Delete Credentials

To modify existing credentials:
  1. Find the credentials in your list
  2. Click the Edit button (pencil icon)
  3. Update the necessary fields
  4. Save your changes
Some credential types like WhatsApp and Google Sheets cannot be edited after creation due to OAuth token restrictions. You’ll need to delete and recreate these credentials if changes are needed.
To remove credentials:
  1. Click the Delete button (trash icon) next to the credentials
  2. Confirm the deletion in the popup dialog
Important: Before deleting credentials, ensure they are not being used by any published bots. Deleting credentials will break integrations in live bots that depend on them.

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Using Credentials in Bots

Once credentials are created, they become available for use in integration blocks:
  1. Add an integration block to your bot flow
  2. In the block settings, select the appropriate credentials from the dropdown
  3. The block will use those credentials to authenticate with the service

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Credential Scope

  • Workspace Level: All credentials belong to a specific workspace
  • Bot Access: Any bot within the workspace can use the credentials
  • Member Access: Workspace members with appropriate permissions can manage credentials
Test your credentials immediately after creation by using them in a simple bot integration to ensure they work correctly before implementing complex workflows.