Available now
The available actions depend on the permissions approved when you connect, your current Chatobserver role, your workspace plan and any features enabled for that workspace.
What is not available yet
The connector cannot currently:- commit staged report changes, publish or download reports;
- manage alerts;
- create or configure data connections, AI referral integrations or crawler-log integrations;
- manage billing, subscriptions, workspace members or developer credentials;
- create or manage standalone personas; or
- buy a plan or take payment inside the assistant.
- Group coverage describes how prompts are distributed across groups.
- Source tracking classifies a cited domain and can attach a target URL or notes to that domain.
How to ask for work
Give the assistant the outcome and any important boundaries. For example:- “In Clean Digital, show me the five prompts with the largest visibility decline over the last 30 days.”
- “Review this CSV against our existing prompts. Do not create anything yet.”
- “Create a group for the approved prompts, then show me exactly what will move before changing membership.”
- “Compare our own brand with active competitors and cite the answers behind the largest gap.”
- “Show negative sentiment themes and the source pages that appear in the supporting answers.”
Choose the next guide
- Prompts and answers
- Groups and grouping rules
- Brands and competitors
- Sources and sentiment analysis
- Tracked coverage and PR measurement
- AI referrals and crawler activity
- Usage, permissions and approvals
- Example requests and workflows
reports:publish access, the assistant can create native snapshot share links with reports_create_share and revoke them with reports_revoke_share. Private authoring, Data execution and publication remain distinct permissions. Report workflow.
Create a client workspace
Approve Workspaces: create to usecreate_workspace. Choose a connected workspace by name to select its organization, then supply the new client brand name and primary domain. Current organization owners and administrators can create workspaces; being only a workspace guest does not grant this permission. Creation uses the app’s normal provisioning and commercial entitlement rules. It grants this connection access to the new workspace without granting access to other existing workspaces. The operation does not create prompts, start provider runs or connect analytics. Keep the same request and retry key after an uncertain response.
Existing connections need one explicit reconnect to approve this new scope. get_connection_capabilities is available even on older grants and identifies missing consent for reports, image upload, public sharing, Data and workspace creation.