Estimated time: 2-5 minutes. You will need access to your Apex dashboard with permission to manage company settings, and a Clarion workspace.
Prerequisites
- Access to your Apex dashboard with permission to manage Company Settings
- A Clarion workspace with the Apex integration available
Step 1 — Enable the Apex integration in Clarion
- In Clarion, navigate to Integrations.
- Find the Apex card and click Connect to enable the integration.
Step 2 — Open Company Settings in Apex
- Open your Apex dashboard.
- Go to Company Settings.

Step 3 — Connect Clarion from Apex
- In Company Settings, click Connect Clarion.

- Review the workspace shown in the connection screen and confirm it’s the correct Clarion workspace before connecting.

Step 4 — Add the Apex agent in Clarion
Once the connection is established:- In Clarion, go to Agents.
- Click Create Agent.
- Add the Apex agent so findings from Apex are picked up and triaged automatically.
