Connect a Platform

Which platform do you want to connect to CostPilot? Every AI action on this platform will route through your governance layer.

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Salesforce

Cases, Leads, Contacts, Accounts

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ServiceNow

Incidents, Changes, Requests

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HubSpot

Tickets, Contacts, Deals

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Dynamics 365

Cases, Leads, Opportunities

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Zendesk

Tickets, Users, Organizations

Other / Custom

Any platform with webhooks or HTTP

Configure Your Agent

CostPilot will register an AI agent for this platform. Fill in the details below — we've pre-filled sensible defaults to get you started quickly.

Agent Name A unique name for this agent. It appears in your dashboard, audit log, and any collision alerts. You can always rename it later.

Department — Which team's AI budget should this agent draw from? Each department has its own monthly budget cap. When this agent makes AI calls, the cost is tracked against that department's budget automatically. Don't see your department? Select "+ Add New Department" below.

What does this agent monitor? — The type of record it will read and write

This tells CostPilot what kind of records to lock when the agent is working. For example, if two automations try to update the same Case at the same time, CostPilot will detect the conflict and handle it based on your collision policy below.

Collision Policy — What happens if two agents try to work on the same record simultaneously?

Why does this matter? If Salesforce and ServiceNow both try to update the same customer record at the same time, only one should win. CostPilot detects this conflict automatically — your policy below decides what happens next.

🔒 Lock — Stop and alert a supervisor

Both agents freeze. No data is written. Your team gets an alert and decides which agent should proceed. Best for: billing, legal documents, compliance records — anything where getting it wrong has consequences.

⏳ Queue — Wait your turn, then continue

The second agent waits automatically until the first one finishes, then proceeds on its own. No human needed. Best for: routine support tickets, low-stakes updates, high-volume workflows.

⏭ Skip — Move on and log it

The second agent skips this record and moves to the next one. The conflict is recorded in your audit log but nothing is blocked. Best for: non-critical tasks like analytics, reporting, or notifications.

Not sure? Start with Lock. You can change this anytime from the dashboard.

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Agent Registered

is live in your Agentlake Registry. Now point your platform at CostPilot using the details below.

YOUR CostPilot WEBHOOK URL

Paste this URL into your platform's automation builder as the HTTP endpoint.

REQUEST BODY (JSON)

Open Dashboard →