Connection Flow

The following diagram shows the connection and authentication flow for your customer using Connect AI Embed to configure a connection.

Creating a connection to a Connect AI data source from a client account involves the following steps:

1. An end user of your customer’s account clicks Add Connection on your web page.

2. Your application creates a JSON Web Token (JWT) signed by a private key and makes a request to the Connect AI Embed Create Connection API.

3. Connect AI Embed returns a redirect URL to your application.

4. The end user is redirected to the Connect AI Add Connection page.

5. The end user adds connection information for the particular data connector, such as Salesforce, and then tests and saves the connection.

6. Connect AI Embed calls Create Connection.

7. Create Connection returns success or failure on the Add Connection page.

8. The end user clicks the Close button. Connect AI Embed redirects with a connection Id back to your web page.

9. Your web page now displays the end user’s list of connections.