Connector Overview

Connectors let Jardine pull live account data during support handling. Use them when documentation alone is not enough.

Available Providers

1. Stripe
2. Postgres
3. Supabase
4. MongoDB
5. HubSpot
6. Gmail

When To Use Connectors

Use connectors for questions like:

1. "What plan is this customer on?"
2. "Is this account eligible for this action?"
3. "What is the current account status?"

If docs can answer safely, skip connectors to keep setup simpler.

Recommended Rollout

1. Start with one connector for one scenario.
2. Confirm credentials and identity mapping.
3. Test fallback behavior for missing data.
4. Validate with real conversation examples.
5. Expand gradually.

If Something Is Off

Connector validates but outcomes are still wrong

Check whether returned fields are actually relevant to the decision.

Intermittent failures

Check credentials, provider limits, and identity mapping stability.

Escalations jump after enabling connector logic

Check missing-data fallback behavior and route thresholds.

Next Step

Continue with Using Live Account Data.