Connect Agent
Use this page only when the owner, signed-in account, and next step are already clear. If any of that is still unsettled, go back to Docs first.
This page opens one new connection record, reviews saved progress, or resumes a saved connection once the route is ready.
Bring the saved connection reference or continue code only after you have confirmed the owner, the signed-in account, and the next person responsible. If any of that is still unclear, stop here and return to Docs.
Preparation and route choice stay in Docs. This page does not explain the whole route; it only handles the live connection step.
Use Docs for the full preparation path and the steps that lead up to connection. Stay here only when the live connection step itself is ready.
DocsCheck readiness
Use this page only when the owner, signed-in account, and next responsible person are already clear. If not, go back to Docs first.
This connection is for: New owner
Signed-in account: Signed out
Org context: ready
Ready now: open the first connection
Next step: Open the first connection record. The rest of the path opens only after the owner, signed-in account, and next responsible person are clear.
Saved progress: not provided
Saved continue code: missing
Open the first connection
Open the first connection record here once the handoff is truly ready to move.