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The Apps page (in the sidebar under Configure) is where you connect the apps your agents act through — email, calendars, CRMs. One connection covers your whole workspace: connect an app once, and any agent can use it wherever its journeys call for it — sending a confirmation email, say, or booking a meeting in your calendar, right in the middle of a conversation.
Only workspace admins can connect or disconnect apps. If you need an app connected and don’t have admin access, ask one of your workspace’s admins.

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What you’ll see

Each app appears as a card showing its name, how many actions it offers, and its connection status:
  • Connected — the app is ready for your agents to use.
  • Waiting for sign-in… — you’ve started connecting but haven’t finished signing in yet.
  • Needs reconnecting — the connection has stopped working. Click Reconnect to sign in again.
  • Not connected — an agent uses this app, but nobody has connected it yet.
Some Moneypenny apps show Included — managed for you instead. There’s nothing to connect — Moneypenny looks after these for you, and they appear on the list once one of your agents uses them. The page only lists apps that matter to your workspace: ones your agents use (marked Used by your agents) and ones you’ve connected. Everything else stays behind the Add app button, so the list never fills with apps you don’t care about.

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Connect an app

1

Open Apps and click Add app

Go to Configure → Apps and click Add app. Browse the list and click Connect next to the app you want. If the app is already on your page — because an agent uses it — click Connect on its card instead.
2

Sign in or paste your credentials

Most apps open a sign-in window — sign in to your account with that app and approve the connection. A few apps ask you to paste credentials from your account with them instead; these are stored securely and never shown again.
3

Watch the card flip to Connected

While you’re signing in, the card shows Waiting for sign-in…. Once you finish, it changes to Connected on its own — no refresh needed. The app now stays on your Apps list, even before an agent uses it (you’ll see Not used by an agent yet until one does).
Once an app is connected, you decide where agents use it by building it into their journeys — connecting an app doesn’t change what your agents do by itself.

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Disconnect an app

On the app’s card, click Disconnect and confirm. Any actions in your agents that use the app will stop working until you reconnect it, so check which agents rely on it first — the card’s Used by your agents hint tells you it’s in use.