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Most of what your agent knows, you add yourself — files, links, Q&A. Integrations are different: they connect A2V2.ai to a system you already run so data flows in automatically, without re-typing or re-uploading it. Today that means pulling patient records out of an electronic medical record system and into your CRM. Integrations live at the organization level. Open Integrations from the dashboard sidebar — the page is titled Integrations, with the subtitle “Connect external systems to import data into A2V2.”
Integrations may not be available on your account. This is a selectively rolled-out capability aimed at healthcare organizations. If you don’t see Integrations in your sidebar, it isn’t enabled for your organization yet — contact A2V2.ai support if you need it. The rest of this page describes what’s available when it is enabled.

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Who can use it

  • Integrations is Owner-only. The screen shows “This page is available to organisation owners only” to anyone else. See Members & Roles.
  • It must be enabled for your organization (see the note above).

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What’s available

Tebra (EMR import)

Import patient data from Tebra EMR — demographics, clinical notes, medications, vitals, and labs — straight into your A2V2.ai CRM as contacts. Healthcare-specific.
When no integration is enabled for your organization, the screen shows “No integrations available.”

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What about YouTube?

You don’t need an integration to put YouTube content into your agent. YouTube videos are a Knowledge Base source — you connect your YouTube account, pick a channel, and choose which videos to import, all from the agent’s Knowledge Base. There’s no separate YouTube entry on the Integrations screen.

Add YouTube videos

Connect YouTube and import videos as a Knowledge Base source. This is where the Connect YouTube flow and channel selection live.

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How importing data is different from training

An integration doesn’t replace the Knowledge Base — they do different jobs:
Knowledge BaseIntegration (Tebra)
What it brings inContent your agent answers from (docs, links, Q&A)Records about people — contacts and their clinical history
Where it landsYour agent’s knowledge indexYour CRM as contacts, notes, prescriptions, and more
Who runs itAnyone with agent accessOwner only
How oftenWhenever you add a sourceAs a guided import you run when you have new data to bring in

Import from Tebra

The step-by-step guide to the Tebra import wizard.

CRM contacts

Where imported patients land — view and manage them as contacts.

Add YouTube videos

Bring YouTube content in as a Knowledge Base source.

Members & Roles

Owner, Admin, and User — who can reach Integrations.