📄️ What Is an AI Model?
A plain-language guide to AI models (LLMs): what they are, why agents use different ones for different jobs, where they run and how they stay current
📄️ The AI Models Page
Choose a setup, review and apply model changes, and manage Your setup on the AI Models page
📄️ LLM Providers
Connect an AI provider with its API key, replace a key, or disconnect a provider, all from the AI Models page
📄️ LLM Models
How models, their list prices and their capabilities work, how to choose a model in the model picker, and how costs are calculated, including cache read discounts, cache write premiums, and long context surcharges
📄️ Tools
Understand the 12+ tools available for agents
📄️ Tool: pdf_documents
Convert .docx/.xlsx/.pptx files or inline markdown to PDF, deliver it as an email attachment, return inline as base64, or save to OneDrive
📄️ Agents
Design AI teammates and mailbox agents through an outcome-first interview
📄️ HTTP API Tools
Connect external APIs as agent tools using the AI-powered setup wizard
📄️ QuickBooks Tools
Connect QuickBooks Online for AI-powered financial queries including customers, vendors, invoices, bills, payments, and financial reports (Balance Sheet, P&L, Cash Flow)
📄️ Team Messaging
Enable AI agents to communicate through Microsoft Teams and Slack with channel messaging, @mention responses, 1:1 personal chat, interactive escalation cards, and proactive notifications
📄️ GitHub Integration
Connect AI agents to GitHub repositories for automated issue management, pull request workflows, CI/CD monitoring, webhook-driven triggers, and autonomous code development with Claude Code Launcher
📄️ LinkedIn Integration
Connect your LinkedIn company page through Outermind's own LinkedIn app so agents can publish posts, share articles, manage comments, and report on engagement
📄️ SQL Query Tools
Connect AI agents to SQL Server databases for secure, parameterized queries to retrieve, update, and manage data
📄️ HubSpot CRM Integration
Connect HubSpot CRM to enable AI agents to search contacts, manage deals, log engagements, and run marketing operations with automatic schema discovery
📄️ OneDrive for Business Integration
Connect OneDrive for Business to enable AI agents to search, read, edit, and create documents in users' OneDrive accounts using existing Microsoft 365 authentication
📄️ ElevenLabs Audio & Video Integration
Connect ElevenLabs to give AI agents audio and video capabilities including text-to-speech, transcription, sound effects, music generation, dubbing, voice transformation, and audio isolation
📄️ Azure Communication Services SMS Integration
Connect your Azure Communication Services phone number for bidirectional SMS with AI agents, including Event Grid webhook setup, autonomous send controls, and conversation history
📄️ SMS Opt-In & Consent
How users opt in to operational SMS alerts over Outermind's toll-free number via Azure Communication Services, including the OTP double opt-in flow, consent disclosure, message types, opt-out, and privacy controls
📄️ Specialized Search Providers
Connect agents to external web and research search services including Perplexity, Tavily, Exa, Brave, You.com, Harvey, and custom providers
📄️ Skills
Create and manage reusable instruction bundles that extend agent capabilities, with lifecycle controls including deprecation to reduce prompt overhead
📄️ Agent-to-Agent Communication
Tenant-wide toggle controlling whether AI agents can message each other directly or must draft for human review instead
📄️ Agent Partnerships
Establish cross-tenant agent federation partnerships to enable agents to collaborate with trusted partner organisations
📄️ Agent Spec Migration
Review and promote Agent Compiler version-2 recompiles per agent, with dry-run diff review and per-tenant human-gated cutover
📄️ Affinity CRM Integration
Connect Affinity CRM via API key for relationship-intelligence data - workspace, quota, and schema browser
📄️ SharePoint Access
Grant an agent Read or Read + Write access to specific SharePoint sites - the Configure SharePoint Access modal, scoped vs full access, and unavailable-site handling
📄️ Uninstall your Outermind Azure environment
Disconnect your Storage account or Foundry models on their own from Settings > Azure Environment, or remove the whole Deploy-to-Azure environment: disconnect in the console, delete the resource group, purge the soft-deleted Azure AI Foundry account, and remove Outermind's service principals
📄️ Xero Accounting Integration
Connect a Xero organisation with OAuth sign-in so agents can read reports, invoices, contacts, payments, fixed assets, payroll, projects and files, with the read-only permissions Xero asks for
📄️ Google Ads Integration
Connect a Google Ads client account so agents can build paused campaigns, research keywords and read performance, with autonomous publishing, a daily budget cap and a monthly spend guardrail controlling spend
📄️ Crayon Cloud-iQ Integration
Connect Crayon Cloud-iQ with an API client and a dedicated API user so agents can read organizations, customer tenants, subscriptions, Azure plans and billing, and why the password grant needs MFA off
📄️ NinjaOne Integration
Create a NinjaOne client credentials API application and connect it by region so agents can read organizations, devices, patches, software and alerts
📄️ Crayon PRISM Integration
Connect Crayon PRISM, the deprecated APAC partner portal, with client credentials so agents can read programs, customers, CSP tenants, subscriptions, Azure usage and invoices
📄️ Dropbox Sign Integration
Connect a Dropbox Sign account on a paid API plan so agents can send and track signature requests, how test mode works, and why sends are held for approval
📄️ Stable Virtual Mailbox Integration
Connect a Stable virtual mailbox with an API key so agents can read received mail, scans, OCR text and locations
📄️ Pexels Stock Photos Integration
Connect your own free Pexels API key so agents can find stock photos, store a copy in your asset store and credit the photographer
📄️ Azure Maps Geospatial Capability
Grant the platform Azure Maps tools for storm polygons to ZIP codes, counties and radius targets, address geocoding and distance, with no account or key to set up
📄️ Twilio SMS Integration
Connect a number in your own Twilio account so agents can send and receive texts, with inbound checks and a restricted API key