How to add connectors to Ask Vista

Ask Vista can connect to your external tools so the AI assistant can take action across your workflow, not just inside Vista Social. Connectors give Ask Vista access to tools like ClickUp, Slack, and Linear directly from the chat interface.

What connectors do

Once connected, a tool's capabilities become available inside Ask Vista. For example, with ClickUp connected, you can ask Ask Vista to create tasks, search projects, or update items without leaving Vista Social.

Supported services:

• Slack
• ClickUp
• Linear
• Other (custom connector option)

How to add a connector

1. Open Ask Vista by pressing "x" on your keyboard when in Vista Social
2. Click the + icon in the composer area
3. Select Connectors from the menu
   
4. Click + Add connector
   
5. Under Service, select the tool you want to connect (e.g. ClickUp)
   

6. Enter the required credentials for that service:

   Example: 

   For ClickUp, your Access Token (found at app.clickup.com → Settings → ClickUp API → API Token) and your Workspace ID (the numeric ID in the URL after /settings/)
   

7. Click Test Connection
8. Review the Connection Preview to confirm it connected successfully, and review the available tools
9. Click Save Connection
   

Your connector will now appear in the Connectors panel with a toggle showing it as active.

Using a connector in Ask Vista

Once a connector is saved, it appears as a tag in the Ask Vista composer (e.g. ClickUp). Ask Vista will automatically use the connected tools when relevant to your request.

Example prompts you can try:

• "Create a task in ClickUp to review our social media report"
• "What's on my ClickUp board this week?"
• "Add a task called 'Schedule June posts' to my content project"

Managing your connectors

• To view active connectors, click + in the composer, then select Connectors
• Each connector shows the number of tools enabled (e.g. "51 tools enabled")
• Use the toggle to enable or disable a connector without deleting it
• Click Disconnect to remove a connector entirely
• Click + Add connector to connect additional services

Frequently Asked Questions

Q: Can I connect more than one service at a time?

A: Yes. You can add multiple connectors, and they will all be available in Ask Vista simultaneously.

Q: What if my connection test fails?

A: Double-check that your API token and workspace ID are correct and that your account has the necessary permissions in the external service.

Q: Where does the connector tag appear?

A: Once connected, a connector tag appears directly in the Ask Vista chat composer so you can see which connectors are active before sending a message.

Need help? 

Reach out to our awesome support team 💙

Related Reading:

Getting started with Ask Vista

Using AI agents in Vista Social

Managing your Ask Vista settings

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