Connect Chetty to Raynet
The Raynet plugin connects Chetty to Raynet CRM, so the assistant can work with clients, deals and activities and people can browse the same records from a Raynet page. This page is for the administrator; the user side starts at Work with Raynet in Chetty.
Install and grant
- Open Settings → Available plugins and install Raynet. The marketplace lists only the plugins your licence allows.
- Open Settings → Access → Raynet and fill in Instance name, Company username and Company API key.
- In the plugin's settings under Settings → Plugins, choose an Access mode and keep Allow raw requests off unless you need it.
- Grant the plugin to each person who should use it. Open Users, select the user and use the manage action under Granted plugins.
Check the registry for the plugin's current version and its minimum Chetty version.
Administrator settings
The three credential fields live under Settings → Access → Raynet; the policy fields sit in the plugin settings under Settings → Plugins.
| Setting | Default | What it does |
|---|---|---|
| Instance name | Required, no default | Your Raynet instance name, lowercase exactly as Raynet spells it. A wrong name answers "Instance not found", not a login error. It applies to everyone. |
| Company username | Empty | The Raynet login everyone works under who has not switched on their own credentials. Unattended runs, such as a scheduled job or a webhook, use it too. |
| Company API key | Empty | The API key of the company login, found in Raynet under User settings → API key. It is stored on the server and never shown again. |
| Allow personal credentials | On | Lets a person switch to their own Raynet login, so their work is attributed to them. Switched off, everyone works under the company account and stored personal credentials are ignored. |
| Access mode | Read and write (including delete) | Sets what the assistant may do in the CRM. See below. |
| Allow raw requests | Off | Enables a tool that can send any request to Raynet, including ones the assistant's own tools do not cover. |
Access modes
- Read only: the assistant can search and read records.
- Read and write (including delete): it can also create and update records and delete a single record.
- Full (including merge and anonymize): it can also merge and anonymize records and run other operations that cannot be undone.
Every irreversible operation also needs an explicit confirmation in the tool call. Raw requests stay off until an administrator enables them, and a raw write needs the Full mode.