> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Webex

> What agents can do in Webex at each access level, and how to connect, limit, and disconnect Webex.

Connect Webex so your agents can work in your Webex account. You choose an access level for each account, and Squad refuses any agent action outside that level.

## Access levels

Each Webex account has an access level: **Read-only**, **Read + send**, and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.

| Level                         | The connect window describes this level as       | Actions agents can use |
| ----------------------------- | ------------------------------------------------ | ---------------------- |
| **Read-only**                 | "Read messages, rooms, and people. Cannot send." | 14 of 26               |
| **Read + send** (recommended) | "Read and send messages, create rooms."          | 22 of 26               |
| **Full access**               | "Messages, rooms, meetings, and recordings."     | 26 of 26               |

**Read + send** is the recommended level. The connect window selects it for you, and you can choose another level.

The Webex sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

## What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

<Tip>**Find an action.** Open a level and use your browser's find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example "What can you do in my Webex account?" The agent can search the Webex actions for you.</Tip>

Each action shows its name, a one-line description where the Webex action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

<AccordionGroup>
  <Accordion title="Read-only">
    Agents can use 14 of the 26 Webex actions at this level:

    * View members
    * View messages
    * View people
    * View rooms
    * View teams
    * View webhooks

    All 14 actions at this level:

    | Works on     | Action                                | What it does                                                              | Slug                                          |
    | ------------ | ------------------------------------- | ------------------------------------------------------------------------- | --------------------------------------------- |
    | **Members**  | Messaging get membership details      | Retrieve details for a specific membership.                               | `WEBEX_MESSAGING_GET_MEMBERSHIP_DETAILS`      |
    |              | Messaging get team membership details | Retrieve details for a specific team membership.                          | `WEBEX_MESSAGING_GET_TEAM_MEMBERSHIP_DETAILS` |
    |              | Messaging list memberships            | List memberships in Webex rooms.                                          | `WEBEX_MESSAGING_LIST_MEMBERSHIPS`            |
    |              | Messaging list team memberships       | List all memberships for a specific team.                                 | `WEBEX_MESSAGING_LIST_TEAM_MEMBERSHIPS`       |
    | **Messages** | Messaging get message details         | Retrieve details for a specific message.                                  | `WEBEX_MESSAGING_GET_MESSAGE_DETAILS`         |
    |              | Messaging list messages               | List messages in a room.                                                  | `WEBEX_MESSAGING_LIST_MESSAGES`               |
    | **People**   | People get person                     | Retrieves detailed profile information for a specific person by their ID. | `WEBEX_PEOPLE_GET_PERSON`                     |
    |              | People list people                    | List people in your organization.                                         | `WEBEX_PEOPLE_LIST_PEOPLE`                    |
    | **Rooms**    | Messaging list rooms                  | List rooms the authenticated user belongs to.                             | `WEBEX_MESSAGING_LIST_ROOMS`                  |
    |              | Rooms get room details                | Retrieve details for a specific room.                                     | `WEBEX_ROOMS_GET_ROOM_DETAILS`                |
    | **Teams**    | Get team details                      | Retrieve details for a specific team by teamId.                           | `WEBEX_GET_TEAM_DETAILS`                      |
    |              | List teams                            | Lists all teams the authenticated user belongs to.                        | `WEBEX_LIST_TEAMS`                            |
    | **Webhooks** | List webhooks                         | Lists all webhooks registered for the authenticated user or organization. | `WEBEX_LIST_WEBHOOKS`                         |
    |              | Webhooks get webhook                  | Retrieves detailed information about a specific Webex webhook by its ID.  | `WEBEX_WEBHOOKS_GET_WEBHOOK`                  |
  </Accordion>

  <Accordion title="Read + send (recommended)">
    Agents can use 22 of the 26 Webex actions at this level: everything in **Read-only**, plus:

    * Create and update members
    * Create and update rooms
    * Create and update teams
    * Send messages
    * Create webhooks

    The 8 actions that this level adds to **Read-only**:

    | Works on     | Action                           | What it does                                                                                                   | Slug                                     |
    | ------------ | -------------------------------- | -------------------------------------------------------------------------------------------------------------- | ---------------------------------------- |
    | **Members**  | Messaging create team membership | Add a person to a Webex team by personId or personEmail.                                                       | `WEBEX_MESSAGING_CREATE_TEAM_MEMBERSHIP` |
    |              | Update membership                | Updates a Webex room membership by ID to change moderator or monitor status.                                   | `WEBEX_UPDATE_MEMBERSHIP`                |
    | **Messages** | Messaging create message         | Post a message to a Webex room or person.                                                                      | `WEBEX_MESSAGING_CREATE_MESSAGE`         |
    | **Rooms**    | Messaging create room            | Creates a new Webex room for team collaboration.                                                               | `WEBEX_MESSAGING_CREATE_ROOM`            |
    |              | Update room                      | Update a room's title, lock status, or team association.                                                       | `WEBEX_UPDATE_ROOM`                      |
    | **Teams**    | Create team                      | Creates a new Webex team and automatically adds the authenticated user as a member.                            | `WEBEX_CREATE_TEAM`                      |
    |              | Update team                      | Update a team's name by teamId.                                                                                | `WEBEX_UPDATE_TEAM`                      |
    | **Webhooks** | Webhooks create webhook          | Creates a Webex webhook to receive real-time event notifications via HTTP POST requests to your specified URL. | `WEBEX_WEBHOOKS_CREATE_WEBHOOK`          |
  </Accordion>

  <Accordion title="Full access">
    Agents can use 26 of the 26 Webex actions at this level: everything in **Read + send**, plus:

    * Delete members
    * Delete messages
    * Delete rooms
    * Delete webhooks

    The 4 actions that this level adds to **Read + send**:

    | Works on     | Action                      | What it does                                        | Slug                                |
    | ------------ | --------------------------- | --------------------------------------------------- | ----------------------------------- |
    | **Members**  | Messaging delete membership | Delete a Webex membership by its unique identifier. | `WEBEX_MESSAGING_DELETE_MEMBERSHIP` |
    | **Messages** | Messaging delete message    | Delete a Webex message by its unique identifier.    | `WEBEX_MESSAGING_DELETE_MESSAGE`    |
    | **Rooms**    | Messaging delete room       | Deletes a Webex room by its ID.                     | `WEBEX_MESSAGING_DELETE_ROOM`       |
    | **Webhooks** | Webhooks delete webhook     | Delete a specific webhook.                          | `WEBEX_WEBHOOKS_DELETE_WEBHOOK`     |
  </Accordion>
</AccordionGroup>

## Connect Webex

Before you start:

* You need a Webex account that you can sign in to.
* Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

<Steps>
  <Step title="Open Integrations">
    Open **Settings** > **Integrations**.
  </Step>

  <Step title="Add an integration">
    On the **Connected apps** tab, click **+ Add integration**.
  </Step>

  <Step title="Find Webex">
    Find **Webex** in the catalog and click it. You can type the name in **Search the catalog…**.
  </Step>

  <Step title="Choose an access level">
    Under **Default scope**, choose an access level. This level applies to every agent.
  </Step>

  <Step title="Click Connect Webex">
    Click **Connect Webex**. The Webex sign-in page opens in a new tab.
  </Step>

  <Step title="Sign in to Webex">
    Sign in to Webex and approve the request.
  </Step>
</Steps>

Check that it works: Webex shows under **YOUR CONNECTIONS**, with a row for the account and its access level.

## Change the access level

1. Under **YOUR CONNECTIONS**, find the Webex account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. Click **Save access**.

The change does not need a new sign-in. Agents get the new level from their next call.

## Set access for one agent

Every agent uses the account's level unless you set something else for it. You can narrow one agent to a lower level, or block it.

1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Webex account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. Click **Save access**.

An agent never gets more than the account's level, even if you choose a higher level for it. Changes apply from the agent's next call. An agent with **No access** does not see the account.

## Use more than one Webex account

Click **+ Account** on the Webex card to connect another account. Agents use the primary account unless they are asked to use a specific one.

* After you click **+ Account**, follow the connect steps above.
* Each account has its own access level.
* The first account you connect becomes the primary account. It shows **★ PRIMARY**.
* To change the primary account, open the account menu (⋯) and click **Make primary**.
* To tell accounts apart, open the account menu (⋯) and click **Rename**.

## Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Webex side:

1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Webex**.
3. Sign in to Webex and approve the request.

Reconnect signs in to the same account again. It does not add a second connection.

Open the account menu (⋯) on the Webex account and click **Disconnect**. Agents lose access to that account at once.

<Warning>**Disconnect** acts at once, with no confirmation step. If it was the primary account, another connected Webex account becomes primary.</Warning>

## Costs

Webex actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/costs).

## Troubleshooting

An agent reports that an action is not allowed on this account.

* Cause: the action is outside the account's access level, or outside the level you set for that agent.
* Fix: choose a higher level in **Manage scope**, or change the agent's row under **Per-agent access**.

An agent says it has no access to Webex, or it does not see the account.

* Cause: the agent is set to **No access** under **Per-agent access**, or the account is not connected.
* Fix: open **Manage scope** and change the agent's row. If the account is missing, connect it again.

Connecting or saving fails with "Your subscription isn't active."

* Cause: your Squad subscription is not active.
* Fix: resubscribe. See [Manage your subscription](/docs/billing).

An agent says the Webex connection has expired.

* Cause: the sign-in for that account is no longer valid.
* Fix: use **Reconnect** on the account.

## Common questions

<AccordionGroup>
  <Accordion title="Can I limit what agents can do in Webex?">
    Each Webex account has an access level: **Read-only**, **Read + send**, and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.
  </Accordion>

  <Accordion title="Can I connect more than one Webex account?">
    Click **+ Account** on the Webex card to connect another account. Agents use the primary account unless they are asked to use a specific one.
  </Accordion>

  <Accordion title="How do I disconnect Webex?">
    Open the account menu (⋯) on the Webex account and click **Disconnect**. Agents lose access to that account at once.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Connect apps" icon="plug" href="/docs/integrations" />

  <Card title="Add an MCP server or an API key" icon="server" href="/docs/custom-integrations">
    Use this when an action you need is not in this app.
  </Card>
</CardGroup>