Integration · Commerce

Chat with B2 Portal.

Turn customer emails and notes into review-ready quote requests in B2 Portal. Ask in plain English, and get the answer with its source linked.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

B2 Portal Chat with Work
Read by default Changes on approval No index

It reads

  • Turn customer emails and notes into review-ready quote requests in B2 Portal

It can change, with approval

At Read and change, it offers the tools B2 Portal's own server lists as changes, and each one waits for your approval.

It never

  • Builds an index
  • Sees what you can't
  • Trains a model
  • Changes anything unasked

Read-only by default. Only your B2 Portal.

It sees what your B2 Portal account can see, and nothing more. Switch it to Read and change, and each change waits for your approval, shown exactly as it will run.

It reads through B2 Portal's own MCP server, only when you ask. None of it trains a model. More on the security page.

Disconnect any time.

In Chat with Work
Settings, Connectors, Disconnect. Its tokens and what it cached are deleted.
Or pause it
A paused connector stays connected, but the assistant can't use it until you resume it.
More than one account
Connect each one, and name it. The assistant knows which is which, and each account keeps its own access level.

Connect B2 Portal.

One sign-in. You can disconnect just as fast.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.