docs: major docs updates (#2897)

This commit is contained in:
Tony Kipkemboi
2025-05-23 16:04:37 -04:00
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parent be24559630
commit 2460f61d3e
111 changed files with 2952 additions and 1362 deletions

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---
title: "Azure OpenAI Setup"
description: "Configure Azure OpenAI with Crew Studio for enterprise LLM connections"
icon: "microsoft"
---
This guide walks you through connecting Azure OpenAI with Crew Studio for seamless enterprise AI operations.
## Setup Process
<Steps>
<Step title="Access Azure OpenAI Studio">
1. In Azure, go to `Azure AI Services > select your deployment > open Azure OpenAI Studio`.
2. On the left menu, click `Deployments`. If you don't have one, create a deployment with your desired model.
3. Once created, select your deployment and locate the `Target URI` and `Key` on the right side of the page. Keep this page open, as you'll need this information.
<Frame>
<img src="/images/enterprise/azure-openai-studio.png" alt="Azure OpenAI Studio" />
</Frame>
</Step>
<Step title="Configure CrewAI Enterprise Connection">
4. In another tab, open `CrewAI Enterprise > LLM Connections`. Name your LLM Connection, select Azure as the provider, and choose the same model you selected in Azure.
5. On the same page, add environment variables from step 3:
- One named `AZURE_DEPLOYMENT_TARGET_URL` (using the Target URI). The URL should look like this: https://your-deployment.openai.azure.com/openai/deployments/gpt-4o/chat/completions?api-version=2024-08-01-preview
- Another named `AZURE_API_KEY` (using the Key).
6. Click `Add Connection` to save your LLM Connection.
</Step>
<Step title="Set Default Configuration">
7. In `CrewAI Enterprise > Settings > Defaults > Crew Studio LLM Settings`, set the new LLM Connection and model as defaults.
</Step>
<Step title="Configure Network Access">
8. Ensure network access settings:
- In Azure, go to `Azure OpenAI > select your deployment`.
- Navigate to `Resource Management > Networking`.
- Ensure that `Allow access from all networks` is enabled. If this setting is restricted, CrewAI may be blocked from accessing your Azure OpenAI endpoint.
</Step>
</Steps>
## Verification
You're all set! Crew Studio will now use your Azure OpenAI connection. Test the connection by creating a simple crew or task to ensure everything is working properly.
## Troubleshooting
If you encounter issues:
- Verify the Target URI format matches the expected pattern
- Check that the API key is correct and has proper permissions
- Ensure network access is configured to allow CrewAI connections
- Confirm the deployment model matches what you've configured in CrewAI

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---
title: "Deploy Crew"
description: "Deploy your local CrewAI project to the Enterprise platform"
icon: "cloud-arrow-up"
description: "Deploying a Crew on CrewAI Enterprise"
icon: "rocket"
---
## Overview
This guide will walk you through the process of deploying your locally developed CrewAI project to the CrewAI Enterprise platform,
transforming it into a production-ready API endpoint.
## Option 1: CLI Deployment
<iframe
width="100%"
height="400"
src="https://www.youtube.com/embed/3EqSV-CYDZA"
title="Deploying a Crew to CrewAI Enterprise"
frameborder="0"
style={{ borderRadius: '10px' }}
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"
allowfullscreen
></iframe>
### Prerequisites
Before starting the deployment process, make sure you have:
- A CrewAI project built locally ([follow our quickstart guide](/quickstart) if you haven't created one yet)
- Your code pushed to a GitHub repository
- The latest version of the CrewAI CLI installed (`uv tool install crewai`)
<Note>
For a quick reference project, you can clone our example repository at [github.com/tonykipkemboi/crewai-latest-ai-development](https://github.com/tonykipkemboi/crewai-latest-ai-development).
After creating a crew locally or through Crew Studio, the next step is deploying it to the CrewAI Enterprise platform. This guide covers multiple deployment methods to help you choose the best approach for your workflow.
</Note>
## Prerequisites
<CardGroup cols={2}>
<Card title="Crew Ready for Deployment" icon="users">
You should have a working crew either built locally or created through Crew Studio
</Card>
<Card title="GitHub Repository" icon="github">
Your crew code should be in a GitHub repository (for GitHub integration method)
</Card>
</CardGroup>
## Option 1: Deploy Using CrewAI CLI
The CLI provides the fastest way to deploy locally developed crews to the Enterprise platform.
<Steps>
<Step title="Install CrewAI CLI">
If you haven't already, install the CrewAI CLI:
```bash
pip install crewai[tools]
```
<Tip>
The CLI comes with the main CrewAI package, but the `[tools]` extra ensures you have all deployment dependencies.
</Tip>
</Step>
<Step title="Authenticate with the Enterprise Platform">
First, you need to authenticate your CLI with the CrewAI Enterprise platform:
@@ -189,6 +189,62 @@ You can also deploy your crews directly through the CrewAI Enterprise web interf
</Steps>
## ⚠️ Environment Variable Security Requirements
<Warning>
**Important**: CrewAI Enterprise has security restrictions on environment variable names that can cause deployment failures if not followed.
</Warning>
### Blocked Environment Variable Patterns
For security reasons, the following environment variable naming patterns are **automatically filtered** and will cause deployment issues:
**Blocked Patterns:**
- Variables ending with `_TOKEN` (e.g., `MY_API_TOKEN`)
- Variables ending with `_PASSWORD` (e.g., `DB_PASSWORD`)
- Variables ending with `_SECRET` (e.g., `API_SECRET`)
- Variables ending with `_KEY` in certain contexts
**Specific Blocked Variables:**
- `GITHUB_USER`, `GITHUB_TOKEN`
- `AWS_REGION`, `AWS_DEFAULT_REGION`
- Various internal CrewAI system variables
### Allowed Exceptions
Some variables are explicitly allowed despite matching blocked patterns:
- `AZURE_AD_TOKEN`
- `AZURE_OPENAI_AD_TOKEN`
- `ENTERPRISE_ACTION_TOKEN`
- `CREWAI_ENTEPRISE_TOOLS_TOKEN`
### How to Fix Naming Issues
If your deployment fails due to environment variable restrictions:
```bash
# ❌ These will cause deployment failures
OPENAI_TOKEN=sk-...
DATABASE_PASSWORD=mypassword
API_SECRET=secret123
# ✅ Use these naming patterns instead
OPENAI_API_KEY=sk-...
DATABASE_CREDENTIALS=mypassword
API_CONFIG=secret123
```
### Best Practices
1. **Use standard naming conventions**: `PROVIDER_API_KEY` instead of `PROVIDER_TOKEN`
2. **Test locally first**: Ensure your crew works with the renamed variables
3. **Update your code**: Change any references to the old variable names
4. **Document changes**: Keep track of renamed variables for your team
<Tip>
If you encounter deployment failures with cryptic environment variable errors, check your variable names against these patterns first.
</Tip>
### Interact with Your Deployed Crew
Once deployment is complete, you can access your crew through:

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---
title: "HubSpot Trigger"
description: "Trigger CrewAI crews directly from HubSpot Workflows"
icon: "hubspot"
---
This guide provides a step-by-step process to set up HubSpot triggers for CrewAI Enterprise, enabling you to initiate crews directly from HubSpot Workflows.
## Prerequisites
- A CrewAI Enterprise account
- A HubSpot account with the [HubSpot Workflows](https://knowledge.hubspot.com/workflows/create-workflows) feature
## Setup Steps
<Steps>
<Step title="Connect your HubSpot account with CrewAI Enterprise">
- Log in to your `CrewAI Enterprise account > Triggers`
- Select `HubSpot` from the list of available triggers
- Choose the HubSpot account you want to connect with CrewAI Enterprise
- Follow the on-screen prompts to authorize CrewAI Enterprise access to your HubSpot account
- A confirmation message will appear once HubSpot is successfully connected with CrewAI Enterprise
</Step>
<Step title="Create a HubSpot Workflow">
- Log in to your `HubSpot account > Automations > Workflows > New workflow`
- Select the workflow type that fits your needs (e.g., Start from scratch)
- In the workflow builder, click the Plus (+) icon to add a new action.
- Choose `Integrated apps > CrewAI > Kickoff a Crew`.
- Select the Crew you want to initiate.
- Click `Save` to add the action to your workflow
<Frame>
<img src="/images/enterprise/hubspot-workflow-1.png" alt="HubSpot Workflow 1" />
</Frame>
</Step>
<Step title="Use Crew results with other actions">
- After the Kickoff a Crew step, click the Plus (+) icon to add a new action.
- For example, to send an internal email notification, choose `Communications > Send internal email notification`
- In the Body field, click `Insert data`, select `View properties or action outputs from > Action outputs > Crew Result` to include Crew data in the email
<Frame>
<img src="/images/enterprise/hubspot-workflow-2.png" alt="HubSpot Workflow 2" />
</Frame>
- Configure any additional actions as needed
- Review your workflow steps to ensure everything is set up correctly
- Activate the workflow
<Frame>
<img src="/images/enterprise/hubspot-workflow-3.png" alt="HubSpot Workflow 3" />
</Frame>
</Step>
</Steps>
## Additional Resources
For more detailed information on available actions and customization options, refer to the [HubSpot Workflows Documentation](https://knowledge.hubspot.com/workflows/create-workflows).

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---
title: "React Component Export"
description: "Learn how to export and integrate CrewAI Enterprise React components into your applications"
icon: "react"
---
This guide explains how to export CrewAI Enterprise crews as React components and integrate them into your own applications.
## Exporting a React Component
<Steps>
<Step title="Export the Component">
Click on the ellipsis (three dots on the right of your deployed crew) and select the export option and save the file locally. We will be using `CrewLead.jsx` for our example.
<Frame>
<img src="/images/enterprise/export-react-component.png" alt="Export React Component" />
</Frame>
</Step>
</Steps>
## Setting Up Your React Environment
To run this React component locally, you'll need to set up a React development environment and integrate this component into a React project.
<Steps>
<Step title="Install Node.js">
- Download and install Node.js from the official website: https://nodejs.org/
- Choose the LTS (Long Term Support) version for stability.
</Step>
<Step title="Create a new React project">
- Open Command Prompt or PowerShell
- Navigate to the directory where you want to create your project
- Run the following command to create a new React project:
```bash
npx create-react-app my-crew-app
```
- Change into the project directory:
```bash
cd my-crew-app
```
</Step>
<Step title="Install necessary dependencies">
```bash
npm install react-dom
```
</Step>
<Step title="Create the CrewLead component">
- Move the downloaded file `CrewLead.jsx` into the `src` folder of your project,
</Step>
<Step title="Modify your App.js to use the CrewLead component">
- Open `src/App.js`
- Replace its contents with something like this:
```jsx
import React from 'react';
import CrewLead from './CrewLead';
function App() {
return (
<div className="App">
<CrewLead baseUrl="YOUR_API_BASE_URL" bearerToken="YOUR_BEARER_TOKEN" />
</div>
);
}
export default App;
```
- Replace `YOUR_API_BASE_URL` and `YOUR_BEARER_TOKEN` with the actual values for your API.
</Step>
<Step title="Start the development server">
- In your project directory, run:
```bash
npm start
```
- This will start the development server, and your default web browser should open automatically to http://localhost:3000, where you'll see your React app running.
</Step>
</Steps>
## Customization
You can then customise the `CrewLead.jsx` to add color, title etc
<Frame>
<img src="/images/enterprise/customise-react-component.png" alt="Customise React Component" />
</Frame>
<Frame>
<img src="/images/enterprise/customise-react-component-2.png" alt="Customise React Component" />
</Frame>
## Next Steps
- Customize the component styling to match your application's design
- Add additional props for configuration
- Integrate with your application's state management
- Add error handling and loading states

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---
title: "Salesforce Trigger"
description: "Trigger CrewAI crews from Salesforce workflows for CRM automation"
icon: "salesforce"
---
CrewAI Enterprise can be triggered from Salesforce to automate customer relationship management workflows and enhance your sales operations.
## Overview
Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline their sales, service, and marketing operations. By setting up CrewAI triggers from Salesforce, you can:
- Automate lead scoring and qualification
- Generate personalized sales materials
- Enhance customer service with AI-powered responses
- Streamline data analysis and reporting
## Demo
<Frame>
<iframe width="100%" height="400" src="https://www.youtube.com/embed/oJunVqjjfu4" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
</Frame>
## Getting Started
To set up Salesforce triggers:
1. **Contact Support**: Reach out to CrewAI Enterprise support for assistance with Salesforce trigger setup
2. **Review Requirements**: Ensure you have the necessary Salesforce permissions and API access
3. **Configure Connection**: Work with the support team to establish the connection between CrewAI and your Salesforce instance
4. **Test Triggers**: Verify the triggers work correctly with your specific use cases
## Use Cases
Common Salesforce + CrewAI trigger scenarios include:
- **Lead Processing**: Automatically analyze and score incoming leads
- **Proposal Generation**: Create customized proposals based on opportunity data
- **Customer Insights**: Generate analysis reports from customer interaction history
- **Follow-up Automation**: Create personalized follow-up messages and recommendations
## Next Steps
For detailed setup instructions and advanced configuration options, please contact CrewAI Enterprise support who can provide tailored guidance for your specific Salesforce environment and business needs.

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---
title: "Slack Trigger"
description: "Trigger CrewAI crews directly from Slack using slash commands"
icon: "slack"
---
This guide explains how to start a crew directly from Slack using CrewAI triggers.
## Prerequisites
- CrewAI Slack trigger installed and connected to your Slack workspace
- At least one crew configured in CrewAI
## Setup Steps
<Steps>
<Step title="Ensure the CrewAI Slack trigger is set up">
In the CrewAI dashboard, navigate to the **Triggers** section.
<Frame>
<img src="/images/enterprise/slack-integration.png" alt="CrewAI Slack Integration" />
</Frame>
Verify that Slack is listed and is connected.
</Step>
<Step title="Open your Slack channel">
- Navigate to the channel where you want to kickoff the crew.
- Type the slash command "**/kickoff**" to initiate the crew kickoff process.
- You should see a "**Kickoff crew**" appear as you type:
<Frame>
<img src="/images/enterprise/kickoff-slack-crew.png" alt="Kickoff crew" />
</Frame>
- Press Enter or select the "**Kickoff crew**" option. A dialog box titled "**Kickoff an AI Crew**" will appear.
</Step>
<Step title="Select the crew you want to start">
- In the dropdown menu labeled "**Select of the crews online:**", choose the crew you want to start.
- In the example below, "**prep-for-meeting**" is selected:
<Frame>
<img src="/images/enterprise/kickoff-slack-crew-dropdown.png" alt="Kickoff crew dropdown" />
</Frame>
- If your crew requires any inputs, click the "**Add Inputs**" button to provide them.
<Note>
The "**Add Inputs**" button is shown in the example above but is not yet clicked.
</Note>
</Step>
<Step title="Click Kickoff and wait for the crew to complete">
- Once you've selected the crew and added any necessary inputs, click "**Kickoff**" to start the crew.
<Frame>
<img src="/images/enterprise/kickoff-slack-crew-kickoff.png" alt="Kickoff crew" />
</Frame>
- The crew will start executing and you will see the results in the Slack channel.
<Frame>
<img src="/images/enterprise/kickoff-slack-crew-results.png" alt="Kickoff crew results" />
</Frame>
</Step>
</Steps>
## Tips
- Make sure you have the necessary permissions to use the `/kickoff` command in your Slack workspace.
- If you don't see your desired crew in the dropdown, ensure it's properly configured and online in CrewAI.

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---
title: "Team Management"
description: "Learn how to invite and manage team members in your CrewAI Enterprise organization"
icon: "users"
---
As an administrator of a CrewAI Enterprise account, you can easily invite new team members to join your organization. This guide will walk you through the process step-by-step.
## Inviting Team Members
<Steps>
<Step title="Access the Settings Page">
- Log in to your CrewAI Enterprise account
- Look for the gear icon (⚙️) in the top right corner of the dashboard
- Click on the gear icon to access the **Settings** page:
<Frame>
<img src="/images/enterprise/settings-page.png" alt="Settings Page" />
</Frame>
</Step>
<Step title="Navigate to the Members Section">
- On the Settings page, you'll see a `Members` tab
- Click on the `Members` tab to access the **Members** page:
<Frame>
<img src="/images/enterprise/members-tab.png" alt="Members Tab" />
</Frame>
</Step>
<Step title="Invite New Members">
- In the Members section, you'll see a list of current members (including yourself)
- Locate the `Email` input field
- Enter the email address of the person you want to invite
- Click the `Invite` button to send the invitation
</Step>
<Step title="Repeat as Needed">
- You can repeat this process to invite multiple team members
- Each invited member will receive an email invitation to join your organization
</Step>
</Steps>
## Adding Roles
You can add roles to your team members to control their access to different parts of the platform.
<Steps>
<Step title="Access the Settings Page">
- Log in to your CrewAI Enterprise account
- Look for the gear icon (⚙️) in the top right corner of the dashboard
- Click on the gear icon to access the **Settings** page:
<Frame>
<img src="/images/enterprise/settings-page.png" alt="Settings Page" />
</Frame>
</Step>
<Step title="Navigate to the Members Section">
- On the Settings page, you'll see a `Roles` tab
- Click on the `Roles` tab to access the **Roles** page.
<Frame>
<img src="/images/enterprise/roles-tab.png" alt="Roles Tab" />
</Frame>
- Click on the `Add Role` button to add a new role.
- Enter the details and permissions of the role and click the `Create Role` button to create the role.
<Frame>
<img src="/images/enterprise/add-role-modal.png" alt="Add Role Modal" />
</Frame>
</Step>
<Step title="Add Roles to Members">
- In the Members section, you'll see a list of current members (including yourself)
<Frame>
<img src="/images/enterprise/member-accepted-invitation.png" alt="Member Accepted Invitation" />
</Frame>
- Once the member has accepted the invitation, you can add a role to them.
- Navigate back to `Roles` tab
- Go to the member you want to add a role to and under the `Role` column, click on the dropdown
- Select the role you want to add to the member
- Click the `Update` button to save the role
<Frame>
<img src="/images/enterprise/assign-role.png" alt="Add Role to Member" />
</Frame>
</Step>
</Steps>
## Important Notes
- **Admin Privileges**: Only users with administrative privileges can invite new members
- **Email Accuracy**: Ensure you have the correct email addresses for your team members
- **Invitation Acceptance**: Invited members will need to accept the invitation to join your organization
- **Email Notifications**: You may want to inform your team members to check their email (including spam folders) for the invitation
By following these steps, you can easily expand your team and collaborate more effectively within your CrewAI Enterprise organization.

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---
title: "Trigger Deployed Crew API"
description: "Using your deployed crew's API on CrewAI Enterprise"
icon: "arrow-up-right-from-square"
---
Once you have deployed your crew to CrewAI Enterprise, it automatically becomes available as a REST API. This guide explains how to interact with your crew programmatically.
## API Basics
Your deployed crew exposes several endpoints that allow you to:
1. Discover required inputs
2. Start crew executions
3. Monitor execution status
4. Receive results
### Authentication
All API requests require a bearer token for authentication, which is generated when you deploy your crew:
```bash
curl -H "Authorization: Bearer YOUR_CREW_TOKEN" https://your-crew-url.crewai.com/...
```
<Tip>
You can find your bearer token in the Status tab of your crew's detail page in the CrewAI Enterprise dashboard.
</Tip>
<Frame>
![Bearer Token](/images/enterprise/bearer-token.png)
</Frame>
## Available Endpoints
Your crew API provides three main endpoints:
| Endpoint | Method | Description |
|----------|--------|-------------|
| `/inputs` | GET | Lists all required inputs for crew execution |
| `/kickoff` | POST | Starts a crew execution with provided inputs |
| `/status/{kickoff_id}` | GET | Retrieves the status and results of an execution |
## GET /inputs
The inputs endpoint allows you to discover what parameters your crew requires:
```bash
curl -X GET \
-H "Authorization: Bearer YOUR_CREW_TOKEN" \
https://your-crew-url.crewai.com/inputs
```
### Response
```json
{
"inputs": ["budget", "interests", "duration", "age"]
}
```
This response indicates that your crew expects four input parameters: `budget`, `interests`, `duration`, and `age`.
## POST /kickoff
The kickoff endpoint starts a new crew execution:
```bash
curl -X POST \
-H "Content-Type: application/json" \
-H "Authorization: Bearer YOUR_CREW_TOKEN" \
-d '{
"inputs": {
"budget": "1000 USD",
"interests": "games, tech, ai, relaxing hikes, amazing food",
"duration": "7 days",
"age": "35"
}
}' \
https://your-crew-url.crewai.com/kickoff
```
### Request Parameters
| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `inputs` | Object | Yes | Key-value pairs of all required inputs |
| `meta` | Object | No | Additional metadata to pass to the crew |
| `taskWebhookUrl` | String | No | Callback URL executed after each task |
| `stepWebhookUrl` | String | No | Callback URL executed after each agent thought |
| `crewWebhookUrl` | String | No | Callback URL executed when the crew finishes |
### Example with Webhooks
```json
{
"inputs": {
"budget": "1000 USD",
"interests": "games, tech, ai, relaxing hikes, amazing food",
"duration": "7 days",
"age": "35"
},
"meta": {
"requestId": "user-request-12345",
"source": "mobile-app"
},
"taskWebhookUrl": "https://your-server.com/webhooks/task",
"stepWebhookUrl": "https://your-server.com/webhooks/step",
"crewWebhookUrl": "https://your-server.com/webhooks/crew"
}
```
### Response
```json
{
"kickoff_id": "abcd1234-5678-90ef-ghij-klmnopqrstuv"
}
```
The `kickoff_id` is used to track and retrieve the execution results.
## GET /status/{kickoff_id}
The status endpoint allows you to check the progress and results of a crew execution:
```bash
curl -X GET \
-H "Authorization: Bearer YOUR_CREW_TOKEN" \
https://your-crew-url.crewai.com/status/abcd1234-5678-90ef-ghij-klmnopqrstuv
```
### Response Structure
The response structure will vary depending on the execution state:
#### In Progress
```json
{
"status": "running",
"current_task": "research_task",
"progress": {
"completed_tasks": 0,
"total_tasks": 2
}
}
```
#### Completed
```json
{
"status": "completed",
"result": {
"output": "Comprehensive travel itinerary...",
"tasks": [
{
"task_id": "research_task",
"output": "Research findings...",
"agent": "Researcher",
"execution_time": 45.2
},
{
"task_id": "planning_task",
"output": "7-day itinerary plan...",
"agent": "Trip Planner",
"execution_time": 62.8
}
]
},
"execution_time": 108.5
}
```
## Webhook Integration
When you provide webhook URLs in your kickoff request, the system will make POST requests to those URLs at specific points in the execution:
### taskWebhookUrl
Called when each task completes:
```json
{
"kickoff_id": "abcd1234-5678-90ef-ghij-klmnopqrstuv",
"task_id": "research_task",
"status": "completed",
"output": "Research findings...",
"agent": "Researcher",
"execution_time": 45.2
}
```
### stepWebhookUrl
Called after each agent thought or action:
```json
{
"kickoff_id": "abcd1234-5678-90ef-ghij-klmnopqrstuv",
"task_id": "research_task",
"agent": "Researcher",
"step_type": "thought",
"content": "I should first search for popular destinations that match these interests..."
}
```
### crewWebhookUrl
Called when the entire crew execution completes:
```json
{
"kickoff_id": "abcd1234-5678-90ef-ghij-klmnopqrstuv",
"status": "completed",
"result": {
"output": "Comprehensive travel itinerary...",
"tasks": [
{
"task_id": "research_task",
"output": "Research findings...",
"agent": "Researcher",
"execution_time": 45.2
},
{
"task_id": "planning_task",
"output": "7-day itinerary plan...",
"agent": "Trip Planner",
"execution_time": 62.8
}
]
},
"execution_time": 108.5,
"meta": {
"requestId": "user-request-12345",
"source": "mobile-app"
}
}
```
## Best Practices
### Handling Long-Running Executions
Crew executions can take anywhere from seconds to minutes depending on their complexity. Consider these approaches:
1. **Webhooks (Recommended)**: Set up webhook endpoints to receive notifications when the execution completes
2. **Polling**: Implement a polling mechanism with exponential backoff
3. **Client-Side Timeout**: Set appropriate timeouts for your API requests
### Error Handling
The API may return various error codes:
| Code | Description | Recommended Action |
|------|-------------|-------------------|
| 401 | Unauthorized | Check your bearer token |
| 404 | Not Found | Verify your crew URL and kickoff_id |
| 422 | Validation Error | Ensure all required inputs are provided |
| 500 | Server Error | Contact support with the error details |
### Sample Code
Here's a complete Python example for interacting with your crew API:
```python
import requests
import time
# Configuration
CREW_URL = "https://your-crew-url.crewai.com"
BEARER_TOKEN = "your-crew-token"
HEADERS = {
"Authorization": f"Bearer {BEARER_TOKEN}",
"Content-Type": "application/json"
}
# 1. Get required inputs
response = requests.get(f"{CREW_URL}/inputs", headers=HEADERS)
required_inputs = response.json()["inputs"]
print(f"Required inputs: {required_inputs}")
# 2. Start crew execution
payload = {
"inputs": {
"budget": "1000 USD",
"interests": "games, tech, ai, relaxing hikes, amazing food",
"duration": "7 days",
"age": "35"
}
}
response = requests.post(f"{CREW_URL}/kickoff", headers=HEADERS, json=payload)
kickoff_id = response.json()["kickoff_id"]
print(f"Execution started with ID: {kickoff_id}")
# 3. Poll for results
MAX_RETRIES = 30
POLL_INTERVAL = 10 # seconds
for i in range(MAX_RETRIES):
print(f"Checking status (attempt {i+1}/{MAX_RETRIES})...")
response = requests.get(f"{CREW_URL}/status/{kickoff_id}", headers=HEADERS)
data = response.json()
if data["status"] == "completed":
print("Execution completed!")
print(f"Result: {data['result']['output']}")
break
elif data["status"] == "error":
print(f"Execution failed: {data.get('error', 'Unknown error')}")
break
else:
print(f"Status: {data['status']}, waiting {POLL_INTERVAL} seconds...")
time.sleep(POLL_INTERVAL)
```
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
Contact our support team for assistance with API integration or troubleshooting.
</Card>

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---
title: "Webhook Automation"
description: "Automate CrewAI Enterprise workflows using webhooks with platforms like ActivePieces, Zapier, and Make.com"
icon: "webhook"
---
CrewAI Enterprise allows you to automate your workflow using webhooks. This article will guide you through the process of setting up and using webhooks to kickoff your crew execution, with a focus on integration with ActivePieces, a workflow automation platform similar to Zapier and Make.com.
## Setting Up Webhooks
<Steps>
<Step title="Accessing the Kickoff Interface">
- Navigate to the CrewAI Enterprise dashboard
- Look for the `/kickoff` section, which is used to start the crew execution
<Frame>
<img src="/images/enterprise/kickoff-interface.png" alt="Kickoff Interface" />
</Frame>
</Step>
<Step title="Configuring the JSON Content">
In the JSON Content section, you'll need to provide the following information:
- **inputs**: A JSON object containing:
- `company`: The name of the company (e.g., "tesla")
- `product_name`: The name of the product (e.g., "crewai")
- `form_response`: The type of response (e.g., "financial")
- `icp_description`: A brief description of the Ideal Customer Profile
- `product_description`: A short description of the product
- `taskWebhookUrl`, `stepWebhookUrl`, `crewWebhookUrl`: URLs for various webhook endpoints (ActivePieces, Zapier, Make.com or another compatible platform)
</Step>
<Step title="Integrating with ActivePieces">
In this example we will be using ActivePieces. You can use other platforms such as Zapier and Make.com
To integrate with ActivePieces:
1. Set up a new flow in ActivePieces
2. Add a trigger (e.g., `Every Day` schedule)
<Frame>
<img src="/images/enterprise/activepieces-trigger.png" alt="ActivePieces Trigger" />
</Frame>
3. Add an HTTP action step
- Set the action to `Send HTTP request`
- Use `POST` as the method
- Set the URL to your CrewAI Enterprise kickoff endpoint
- Add necessary headers (e.g., `Bearer Token`)
<Frame>
<img src="/images/enterprise/activepieces-headers.png" alt="ActivePieces Headers" />
</Frame>
- In the body, include the JSON content as configured in step 2
<Frame>
<img src="/images/enterprise/activepieces-body.png" alt="ActivePieces Body" />
</Frame>
- The crew will then kickoff at the pre-defined time.
</Step>
<Step title="Setting Up the Webhook">
1. Create a new flow in ActivePieces and name it
<Frame>
<img src="/images/enterprise/activepieces-flow.png" alt="ActivePieces Flow" />
</Frame>
2. Add a webhook step as the trigger:
- Select `Catch Webhook` as the trigger type
- This will generate a unique URL that will receive HTTP requests and trigger your flow
<Frame>
<img src="/images/enterprise/activepieces-webhook.png" alt="ActivePieces Webhook" />
</Frame>
- Configure the email to use crew webhook body text
<Frame>
<img src="/images/enterprise/activepieces-email.png" alt="ActivePieces Email" />
</Frame>
</Step>
</Steps>
## Webhook Output Examples
<Tabs>
<Tab title="Step Webhook">
`stepWebhookUrl` - Callback that will be executed upon each agent inner thought
```json
{
"action": "**Preliminary Research Report on the Financial Industry for crewai Enterprise Solution**\n1. Industry Overview and Trends\nThe financial industry in ....\nConclusion:\nThe financial industry presents a fertile ground for implementing AI solutions like crewai, particularly in areas such as digital customer engagement, risk management, and regulatory compliance. Further engagement with the lead is recommended to better tailor the crewai solution to their specific needs and scale.",
"task_id": "97eba64f-958c-40a0-b61c-625fe635a3c0"
}
```
</Tab>
<Tab title="Task Webhook">
`taskWebhookUrl` - Callback that will be executed upon the end of each task
```json
{
"description": "Using the information gathered from the lead's data, conduct preliminary research on the lead's industry, company background, and potential use cases for crewai. Focus on finding relevant data that can aid in scoring the lead and planning a strategy to pitch them crewai.The financial industry presents a fertile ground for implementing AI solutions like crewai, particularly in areas such as digital customer engagement, risk management, and regulatory compliance. Further engagement with the lead is recommended to better tailor the crewai solution to their specific needs and scale.",
"task_id": "97eba64f-958c-40a0-b61c-625fe635a3c0"
}
```
</Tab>
<Tab title="Crew Webhook">
`crewWebhookUrl` - Callback that will be executed upon the end of the crew execution
```json
{
"task_id": "97eba64f-958c-40a0-b61c-625fe635a3c0",
"result": {
"lead_score": "Customer service enhancement, and compliance are particularly relevant.",
"talking_points": [
"Highlight how crewai's AI solutions can transform customer service with automated, personalized experiences and 24/7 support, improving both customer satisfaction and operational efficiency.",
"Discuss crewai's potential to help the institution achieve its sustainability goals through better data analysis and decision-making, contributing to responsible investing and green initiatives.",
"Emphasize crewai's ability to enhance compliance with evolving regulations through efficient data processing and reporting, reducing the risk of non-compliance penalties.",
"Stress the adaptability of crewai to support both extensive multinational operations and smaller, targeted projects, ensuring the solution grows with the institution's needs."
]
}
}
```
</Tab>
</Tabs>

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---
title: "Zapier Trigger"
description: "Trigger CrewAI crews from Zapier workflows to automate cross-app workflows"
icon: "bolt"
---
This guide will walk you through the process of setting up Zapier triggers for CrewAI Enterprise, allowing you to automate workflows between CrewAI Enterprise and other applications.
## Prerequisites
- A CrewAI Enterprise account
- A Zapier account
- A Slack account (for this specific example)
## Step-by-Step Setup
<Steps>
<Step title="Set Up the Slack Trigger">
- In Zapier, create a new Zap.
<Frame>
<img src="/images/enterprise/zapier-1.png" alt="Zapier 1" />
</Frame>
</Step>
<Step title="Choose Slack as your trigger app">
<Frame>
<img src="/images/enterprise/zapier-2.png" alt="Zapier 2" />
</Frame>
- Select `New Pushed Message` as the Trigger Event.
- Connect your Slack account if you haven't already.
</Step>
<Step title="Configure the CrewAI Enterprise Action">
- Add a new action step to your Zap.
- Choose CrewAI+ as your action app and Kickoff as the Action Event
<Frame>
<img src="/images/enterprise/zapier-3.png" alt="Zapier 5" />
</Frame>
</Step>
<Step title="Connect your CrewAI Enterprise account">
- Connect your CrewAI Enterprise account.
- Select the appropriate Crew for your workflow.
<Frame>
<img src="/images/enterprise/zapier-4.png" alt="Zapier 6" />
</Frame>
- Configure the inputs for the Crew using the data from the Slack message.
</Step>
<Step title="Format the CrewAI Enterprise Output">
- Add another action step to format the text output from CrewAI Enterprise.
- Use Zapier's formatting tools to convert the Markdown output to HTML.
<Frame>
<img src="/images/enterprise/zapier-5.png" alt="Zapier 8" />
</Frame>
<Frame>
<img src="/images/enterprise/zapier-6.png" alt="Zapier 9" />
</Frame>
</Step>
<Step title="Send the Output via Email">
- Add a final action step to send the formatted output via email.
- Choose your preferred email service (e.g., Gmail, Outlook).
- Configure the email details, including recipient, subject, and body.
- Insert the formatted CrewAI Enterprise output into the email body.
<Frame>
<img src="/images/enterprise/zapier-7.png" alt="Zapier 7" />
</Frame>
</Step>
<Step title="Kick Off the crew from Slack">
- Enter the text in your Slack channel
<Frame>
<img src="/images/enterprise/zapier-7b.png" alt="Zapier 10" />
</Frame>
- Select the 3 ellipsis button and then chose Push to Zapier
<Frame>
<img src="/images/enterprise/zapier-8.png" alt="Zapier 11" />
</Frame>
</Step>
<Step title="Select the crew and then Push to Kick Off">
<Frame>
<img src="/images/enterprise/zapier-9.png" alt="Zapier 12" />
</Frame>
</Step>
</Steps>
## Tips for Success
- Ensure that your CrewAI Enterprise inputs are correctly mapped from the Slack message.
- Test your Zap thoroughly before turning it on to catch any potential issues.
- Consider adding error handling steps to manage potential failures in the workflow.
By following these steps, you'll have successfully set up Zapier triggers for CrewAI Enterprise, allowing for automated workflows triggered by Slack messages and resulting in email notifications with CrewAI Enterprise output.