Live pages and dashboards load fresh data from your tools when they open. The first time a page needs a tool, TeamAI asks you to allow it. The page reads with your access, not the access of the person who made it, so you only see what you can already see in that tool.
What the Prompt Tells You
The page and who published it. Only allow pages you trust, because the page's code can read what the tools return.
Each tool it can call. It can't call anything that isn't listed.
Whether each tool is read-only, and who says so: the connector, the publisher, or TeamAI for built-in tools.
What each call costs, such as No credits.
Which sites it can send requests to, if it fetches from the web.
Allow or Not Now
Allow is remembered for this page until it asks for different tools. Each page asks on its own, even when the same person published them.
Not now still opens the page. The parts that need the tool stay empty or show a message such as “This dashboard needs your permission to use Acme CRM”, with an Allow button.
Whose Data You See
Each person sees their own results, so two people can see different numbers on the same page. If you haven't connected a tool yet, the page asks you to connect it first.
The exception is a tool connected with one shared account. The prompt then says: “Data comes from your workspace's shared Acme CRM account, not your own. Anyone who opens this page sees what that account can see.”
Your results aren't saved into the page. The next person who opens it gets their own.
Turn a Source Off Later
On a live page: click Sources at the top of the page, then click the source to turn it off or on.
On a dashboard: click Sources to open the panel, then use Connections. See See Where a Dashboard's Numbers Come From.
Credits
Credits come from the workspace of the person viewing the page, not the person who made it. You're charged for calls that ran, and only for tools that cost credits. Web search does; the prompt shows No credits for tools that don't. See How Credits Work on Live Pages.
Pages That Change Data
Most pages only read. If your workspace allows actions from pages, a page can also have buttons that create, update or delete things. The prompt then shows a separate Allow actions switch, and each action asks you first in a Run this action? dialog that shows what it will send. See Pages With Buttons That Change Data.
Frequently Asked Questions
Why is it asking me again?
The page now asks for different tools, usually because someone saved a new version. Check the list and allow it again if you're happy with it.
Why do my numbers differ from my colleague's?
Each of you reads with your own access, so the tool can return different results. Click Sources on a dashboard to see where a number comes from.
What does “Not confirmed as read-only” mean?
Nothing has confirmed yet that the tool only reads data. The page's owner or an editor can choose They only read data… then Confirm read-only under the page's card in the chat, if they're sure. Until then, the page can't use the tool.
Does a public link show live data?
No. A public link is a frozen copy with no tools and no live data.