Overview
Forge allows you to connect your professional tools to enrich conversations with your AI coach. The coach can query your tools in real time to provide contextualized answers.
Connection Types
- Content providers — Document sources for the coach's knowledge base (Google Drive, Notion, OneDrive, Rise Up, Zoom Docs).
- Coach tools (MCP) — Tools queryable in real time during conversations (HubSpot, Zendesk, Microsoft Teams, Zoom, Databricks Genie).
- Context providers — Sources of contextual information such as HR data (Lucca).
Connect a Tool
- Go to Settings > Tools.
- Browse available tools in each category.
- Click Connect next to the desired tool.
- Follow the authentication instructions (OAuth or API key depending on the tool).
Manage Your Connections
For each active connection, you can:
- View sync status.
- Refresh the sync.
- Edit the configuration.
- Delete the connection.