Native Integration (AI Agent)
Let the Qontak AI Agent take real-world actions in third-party apps outside the Mekari ecosystem — Google (Calendar, Sheets), Calendly, Salesforce, Zoho, Midtrans — so the agent can close the loop inside a conversation (book the appointment, write the lead to a CRM, take the payment) instead of handing off to a human. Delivered as connect-once, use-always native integrations rather than the generic API Integration menu, so non-technical Admin/SPV users can configure them. Authentication is per-provider: OAuth for the SaaS providers, a provider token flow for Midtrans.
Sprint 1 staffing note (2026-07-13): Agus Suparman (BE), Baghiz Firdausa (FE), and Tito Amanda (primary QA; Izzul backup) are assigned only to the Google Calendar OAuth/booking finishing slice recorded in the Sprint 1 plan. This does not imply an effort estimate or ownership of every other provider in this umbrella.
Scope Changes
Backend · Frontend — QA is covered by the initiative's dedicated qa: assignment.
QA Lane
Lane B — keeps a human QA gate. Money-critical: Midtrans payment processing; and out-of-reach: third-party OAuth integrations (Google, Calendly, Salesforce, Zoho) automation can't fully drive. No E2E test specs exist for this initiative yet, so the Lane-A entry bar (100% E2E, spec-mapped coverage) is unmet regardless. Classified 2026-06-29.
One of three sibling "action" initiatives. They share one Action drawer (IA) but differ in what they target and how they authenticate:
Initiative Targets Auth Drawer groups Native Integration (this) Third-party apps outside Mekari OAuth / per-provider Other integration Mekari Action Other Mekari products HMAC + SSO Super Admin approval Mekari Talenta / Jurnal / Desty Qontak Action Qontak's own features Company token Mekari Qontak
Master index (ANCHOR)
native-integration-anchor.md— the ANCHOR PRD: the initiative master index (identity, Provider Index, decisions, Development Status). It carries no acceptance criteria of its own (those live in the provider PRDs), so it sits at the initiative root rather than underprds/. Synced with the Confluence Native Integrations ANCHOR and reconciled against code — the OAuth/provider-token foundation is largely shipped (Google OAuth2, Google Calendar provider, Midtrans OAuth); per-provider action layers are next.
History: this initiative was formerly
midtrans-native-integration/(a single-provider initiative). On 2026-06-17 it was renamed and generalized into the Native Integration umbrella, with Midtrans as the inaugural payment provider.
Jira Epics (multi-Epic initiative)
This initiative is a catalog of third-party providers, each tracked by its own Jira Epic. Jira's
BOT project is flat (no tier above Epic), so the initiative is anchored by an umbrella Epic —
BOT-4600 — AI Agent - Native Integrations (umbrella)
(the jira_epic above) — and each provider hangs off its own child Epic below. The umbrella is a
naming anchor only: the flat project cannot re-parent the child Epics under it. Because the
initiative genuinely spans several Epics, the README frontmatter declares jira_epic_model: umbrella,
which switches the delivery drift linter (lint-delivery.mjs CHECK GROUP H) into umbrella mode: it
validates each provider PRD's header Epic against the child-Epic allow-set below (this table's
Child Epic column) instead of requiring one Epic per initiative. A declared child Epic passes; an
undeclared / typo'd one fires PRD_EPIC_NOT_IN_FAMILY, and a PRD that collapses onto the umbrella
anchor fires PRD_EPIC_IS_UMBRELLA. Keep every provider PRD's child Epic listed here.
| Provider | Child Epic | Notes |
|---|---|---|
| Midtrans | BOT-4340 | Payments; Phase 1 P0 core actions. Inaugural provider (initiative was formerly midtrans-native-integration/). |
| Google Calendar | BOT-4482 | In-conversation booking; consolidated from the former BOT-4195 split (S9 #5, 2026-07-08). |
| Calendly | BOT-4599 | Phase 2 in-conversation booking; distinct from Midtrans BOT-4340. |
| Google Sheets / Salesforce / Zoho | TBD | Epics to be created when each PRD leaves DRAFT. |
Providers
| Provider | Auth | Status | Epic |
|---|---|---|---|
| Midtrans | Midtrans token | PRD draft; midtrans_oauth auth shipped | BOT-4340 |
| Google Calendar | Google OAuth2 | OAuth + calendar provider shipped; booking action pending | BOT-4482 |
| Calendly | Calendly OAuth2 | PRD draft; depends on Phase 1 | BOT-4599 |
| Google Sheets | Google OAuth2 | Credential type shipped; actions pending | TBD |
| Salesforce | Salesforce OAuth2 | Planned | TBD |
| Zoho | Zoho OAuth2 | Planned | TBD |