Extensions¶
Connect DeskAgent to your favorite services.
What are Extensions?¶
Extensions let DeskAgent work with external services like:
- Email & Calendar - Microsoft Outlook, Teams
- Invoicing - Billomat, Lexware Office
- Support - UserEcho tickets
- Documents - ecoDMS, Paperless-ngx
- Banking - SEPA transfers
Available Extensions¶
| Extension | Service | What it does |
|---|---|---|
| Outlook | Microsoft Outlook | Read emails, manage calendar |
| Graph | Microsoft 365 | Search all emails, Teams chat |
| Billomat | Billomat | Create invoices and offers |
| Lexware | Lexware Office | German accounting |
| UserEcho | UserEcho | Handle support tickets |
| SEPA | Your bank | Create bank transfers |
| ecoDMS | ecoDMS | Archive documents |
| Paperless | Paperless-ngx | Scan and manage documents |
Built-in Features¶
These are always available:
| Feature | What it does |
|---|---|
| Files | Read and write local files |
| Extract and merge PDFs | |
| Clipboard | Copy and paste text |
| Browser | Open web pages |
| Knowledge | Access your knowledge base |
| DeskAgent | Restart, status, run agents programmatically |
Setting Up Extensions¶
Step 1: Open Settings¶
Click the gear icon in DeskAgent to open Settings.
Step 2: Find Your Service¶
Go to the Integrations tab and find the service you want to connect.
Step 3: Add Your Credentials¶
Each service needs different information:
Billomat: - Account ID (from Billomat Settings → API) - API Key
Lexware Office: - API Key from app.lexoffice.de/addons/public-api
UserEcho: - Subdomain (e.g., "mycompany" for mycompany.userecho.com) - API Key
Microsoft 365 (Graph): - Requires Azure app registration (see Microsoft documentation)
Step 4: Enable the Extension¶
Toggle the switch to enable the extension. DeskAgent will test the connection.
Disabling Extensions¶
To turn off an extension you don't need:
- Open Settings → Integrations
- Find the extension
- Toggle the switch to Off
This makes DeskAgent start faster.
Limiting Agent Access¶
You can control which extensions each Agent can use. This is useful for:
- Security - Limit what data an Agent can access
- Focus - Help the Agent work more efficiently
See Creating Agents for details.
Troubleshooting¶
Extension not working?¶
- Check if it's enabled in Settings
- Verify your credentials are correct
- Check your internet connection
- Look at the logs:
workspace/.logs/system.log
Getting "Authentication failed"?¶
- Regenerate your API key in the service's settings
- Make sure you copied the full key without extra spaces
Need help?¶
Check the system log at workspace/.logs/system.log for details.