Connect a store, ERP or other platform
Start in a conversation and complete the platform’s login and authorization steps.
Start a connection
Describe the platform and what you need, such as “Connect my ERP and reconcile October sales receipts.” You can also use “+ → Connect a platform” beside the message box and enter a platform name or URL.
Open existing connections in “Settings → Platforms & software”. For an application connection, provide the authorization details requested. For a website, complete login in the connection panel attached to the conversation.
Enter login details
Use “Start login”, “Continue login” or “Enter login details” for the current step. Enter passwords and SMS codes in the private connection panel rather than in the chat.
To reuse login details, open the platform’s “Login settings → Add login details”. If no fields appear, open the platform login page and choose a login method first. After saving, you can enable “Automatically log in with saved details”.
Check the result
“Login details saved” confirms storage only. Check the platform’s authentication result and CaiGeek’s actual data retrieval. “Login status needs verification” means login has not yet been confirmed.
Complete QR, SMS or personal verification when prompted. If the platform fails to load or refuses access, continue in the original conversation to address that issue. Saved credentials do not bypass the platform’s access requirements.