Installing Apps

Once tools are published to the marketplace — whether by your own team or by other companies — you can install them on your agents from the Apps page. This guide covers browsing, installing, configuring, and managing marketplace apps.

The Apps page

Navigate to Apps in the dashboard sidebar. Two top-level tabs split the catalog by kind:

• Apps — Tool and integration apps that add capabilities to your existing agents.
• Agents — Shared agent templates you can install as complete agents. See Shared Agents.

Within each, two sub-tabs organise the list:

• Installed — Everything currently installed for your company.
• Available — The catalog of apps you can install. This includes your company’s own apps, apps shared with you by other companies, and publicly listed apps.

A search box filters by name, description, or tag, and a tag sidebar narrows the list further.

Browsing the catalog

The tag sidebar groups filters into three dimensions:

• Industry tags — Filter by vertical: trades, plumbing, HVAC, electrical, pest control, landscaping, cleaning, construction, real estate, healthcare, retail, hospitality, professional services, education, SaaS, and field service.
• Integration tags — Filter by the external systems a tool connects to: simPRO, Gorgias, Xero, Salesforce, HubSpot, Slack, Gmail, Google Calendar, QuickBooks, MYOB, ServiceM8, and Stripe.
• Purpose tags — Filter by what the tool does: scheduling, invoicing, quoting, CRM, analytics, reporting, communication, automation, data sync, customer support, project management, AI, and workflow.

Custom tags outside these groups appear under Other. You can combine tags across all dimensions — an app must match every selected tag. For example, filter by “hvac” + “simpro” + “scheduling” to find tools built specifically for HVAC companies that integrate with simPRO for job scheduling.

Each app card shows its name, description, category and trust tier badges (private, shared, listed, or certified), tags, version number, and call count (agent templates show an install count instead).

Installing an app

1. Click Install

   From the Available tab, find the app you want and click Install. Simple apps install in one click and are immediately available.

2. Provide required secrets, if the app declares any

   Apps that need API keys or credentials take you to their detail page first, where each declared secret has a labelled field. For example, a weather tool might need a WEATHER_API_KEY. The Install button stays disabled until every required secret has a value. These values are encrypted and stored securely — they are never visible in tool code or agent conversations.

3. Approve any extra consent the app asks for

   Some apps request capabilities that need your explicit sign-off at install time — for example, permission to act on your connected integrations or to register fulfilment locations in your commerce platform. Review the consent panel on the detail page before confirming. See App Permissions and Grants.

4. Connect the external account, for integration apps

   Integration apps redirect you to their Configure page after installing, where you connect the external account (usually via OAuth) before the tools work.

Note

Installing an agent template works slightly differently — you are prompted for a name and a complete agent is created in your company. See Shared Agents.

Installing from an invite link

Apps at the shared trust tier are not listed in the public catalog. The publisher sends you a private share link instead. Opening the link takes you to the app’s detail page, where you can review the manifest and install it — the link itself authorises both viewing and installing for your company.

Managing installed apps

From the Installed tab, click Configure on any app to manage its versions, secrets, and agent access. Apps that ship their own settings interface also show an Open link that takes you to the app’s per-install pages.

Version updates and pinning

By default, installations track the latest version: when the author publishes a new version, your installation is upgraded automatically. If you need stability and want to control when updates happen, switch from Latest (auto-update) to a pinned version on the Configure page. When pinned, your installation stays on that version even when the author publishes updates, and you can move to a newer version manually when you are ready.

Caution

Pinned versions do not receive bug fixes or security patches automatically. If you pin a version, check periodically for important updates from the app author.

Roll back to a previous version

If a new version introduces problems, pick an earlier version from the version history on the Configure page. The rollback takes effect immediately for all scoped agents.

Uninstall

Click Uninstall to remove the app from all agents. This takes effect immediately after you confirm. Agents simply no longer have the tool available for subsequent messages.

Secrets management

Secrets are per-installation, meaning each company that installs an app provides their own API keys and credentials. You can update secrets at any time:

1. Click Configure on the installed app.
2. Go to the secrets section — each secret shows whether it is set and when it was last updated.
3. Update the values you need to change and save.

Updated secrets take effect on the next tool invocation — no restart or redeployment needed.

Tip

Use descriptive secret names in your tools (like SIMPRO_API_KEY rather than KEY_1) so installers know exactly what credentials to provide.

Changing agent scoping

By default an installed app is available to all agents in your company. You can restrict it at any time:

1. Click Configure on the installed app.
2. Go to the agent access section.
3. Switch between all agents and a specific list, or add and remove individual agents.
4. Save.

Changes take effect immediately. Agents that lose access will no longer see the tool in their available tools list.

Tip

Scope an app to specific agents when it is only relevant to certain roles — like a simPRO connector that only the scheduling agent needs. This follows the principle of least privilege.

Try asking your agent

“Install the weather forecast app and configure it for all field service agents.”

Next steps

To build your own tools for the marketplace, see Creating Custom Tools.

To understand and manage the permissions apps hold in your organisation, see App Permissions and Grants.

For an overview of the marketplace system including trust tiers and security, see the Marketplace Overview.