How-To
How to Connect All Your Company Tools to One AI Layer
Most companies run 50 to 130 SaaS tools. Each one holds a slice of your data, and none of them talk to each other without custom integrations. STROKIX lets you connect all of them to a single AI layer in minutes, not months. Here is exactly how the process works.
6 min read
Why a Unified AI Layer Matters
When your CRM, project tracker, support desk, and billing system each live in isolation, answering cross-functional questions requires manual exports, spreadsheet gymnastics, or expensive middleware. A unified AI layer sits on top of all your tools and queries them in real time when you ask a question.
STROKIX acts as that layer. Once connected, you can ask natural language questions like 'Which enterprise deals closed this quarter that also had open Jira bugs?' and get an answer in seconds. This is not a data warehouse. Nothing is copied or synced on a schedule. STROKIX queries your tools directly.
Step 1: Add Your First Connector via OAuth
Log into your STROKIX workspace and navigate to Settings, then Connectors. You will see a list of supported integrations. Click 'Connect' next to any tool.
For OAuth-based connectors like Salesforce, Jira, and Slack, you will be redirected to the provider's login screen. Authorize access, and STROKIX stores an encrypted token tied to your tenant. No API keys to copy, no JSON files to upload. The entire flow takes about 30 seconds per tool.
Step 2: Verify Access and Permissions
After connecting, STROKIX runs a health check against each connector. You will see a green status indicator if the connection is live and authorized.
STROKIX inherits permissions from the source system. If your Salesforce OAuth token only has read access, the AI cannot write to Salesforce on your behalf. This inherited RBAC model means you do not need to configure a separate permission layer.
Step 3: Ask Cross-Tool Questions Immediately
Once connectors are live, open the STROKIX terminal and type a question that spans multiple tools. The AI identifies which connectors to query, executes the calls in parallel, and returns a unified answer.
The 3-tier model router determines whether your query needs a powerful model or can be handled cheaply. Simple lookups go to a fast, inexpensive model. Complex multi-step reasoning goes to the most capable one.
Managing Connectors Over Time
Tokens expire. OAuth refresh happens automatically via a background worker, so you rarely need to re-authenticate. If a token does expire, STROKIX notifies you in the UI and via Slack.
To disconnect a tool, click 'Disconnect' in the connector settings. STROKIX immediately deletes the encrypted credentials. There is no lingering access after disconnection.