> ## Documentation Index
> Fetch the complete documentation index at: https://rollout.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Wise Agent

> Request Wise Agent OAuth credentials, configure Rollout, and connect a Wise Agent account.

Wise Agent reviews OAuth access requests manually. An administrator completes the one-time setup first; users can then connect their own Wise Agent accounts through Rollout.

## Request OAuth credentials from Wise Agent

<Steps>
  <Step title="Open the Wise Agent OAuth section">
    Open the [Wise Agent Developer API page](https://wiseagent.com/docs/api.asp). In the left navigation, select **OAuth 2.0**.

    Review the required application information and supported scopes, then select **Request an OAuth ClientID and Secret**.

    <img src="https://mintcdn.com/rollout/nLQL8dK-IYczVJUZ/images/end-user-guides/wise-agent/oauth-setup.png?fit=max&auto=format&n=nLQL8dK-IYczVJUZ&q=85&s=46858359df6e44b324131718d4930bb9" alt="Wise Agent OAuth 2.0 Authentication section showing the required application information, supported scopes, and Request an OAuth ClientID and Secret button" width="1940" height="916" data-path="images/end-user-guides/wise-agent/oauth-setup.png" />
  </Step>

  <Step title="Complete the Request API Access form">
    Enter the following information in the form that opens:

    * **Your Full Name**
    * **Your Email Address**
    * **Name of Your Company**
    * **Your Job Title**
    * **What are the functions of your platform?** Explain that Homeowner.ai syncs CRM data through Rollout.
    * **Are your clients' real estate centric?** Select the answer that applies.
    * **Do your clients currently use Wise Agent?** Select the answer that applies.
    * **What kind of integration are you looking to build?** Describe the Wise Agent and Homeowner.ai integration and include the production redirect URI shown below.
    * **This integration involves an AI Model**: select this checkbox because Homeowner.ai includes AI functionality.

    <img src="https://mintcdn.com/rollout/nLQL8dK-IYczVJUZ/images/end-user-guides/wise-agent/oauth-request-form.png?fit=max&auto=format&n=nLQL8dK-IYczVJUZ&q=85&s=7f127db444d45ab902f72ab149766628" alt="Complete blank Wise Agent Request API Access form showing every required company, platform, customer, integration, and AI-model field" width="1959" height="925" data-path="images/end-user-guides/wise-agent/oauth-request-form.png" />
  </Step>

  <Step title="Include the redirect URI and scopes">
    Include this production redirect URI in the integration description:

    ```text theme={null}
    https://universal.rollout.com/api/oauth/redirect
    ```

    Request these OAuth scopes:

    ```text theme={null}
    profile team contacts marketing properties calendar
    ```

    Before submitting, confirm that the redirect URI is exact and that every required scope is included.
  </Step>

  <Step title="Submit the request and configure Rollout">
    Select **Submit**. Wise Agent reviews the request manually and sends the **Client ID** and **Client Secret** after approval.

    Store the Client Secret in your password manager, then enter both values in the Wise Agent OAuth configuration in Rollout. Treat the Client Secret like a password.
  </Step>
</Steps>

## Connect a Wise Agent account

After the OAuth application is configured, connecting an account usually takes about two minutes.

<Steps>
  <Step title="Start the secure connection">
    In the Rollout-powered connection window, select **Connect Account**.

    <div className="hidden sm:block">
      <img src="https://mintcdn.com/rollout/nLQL8dK-IYczVJUZ/images/end-user-guides/wise-agent/connect-account.png?fit=max&auto=format&n=nLQL8dK-IYczVJUZ&q=85&s=d75f6c3222c6c72a75118b736d6c6564" alt="The Rollout-powered Wise Agent connection screen with the Connect Account button" width="1000" height="240" data-path="images/end-user-guides/wise-agent/connect-account.png" />
    </div>

    <div className="sm:hidden">
      <img src="https://mintcdn.com/rollout/nLQL8dK-IYczVJUZ/images/end-user-guides/wise-agent/connect-account-mobile.png?fit=max&auto=format&n=nLQL8dK-IYczVJUZ&q=85&s=febe905ce9ddf1bd34eb87bfa1854438" alt="A mobile close-up of the Wise Agent Connect Account button" width="900" height="216" data-path="images/end-user-guides/wise-agent/connect-account-mobile.png" />
    </div>
  </Step>

  <Step title="Sign into Wise Agent">
    In the secure Wise Agent window that opens, sign in with the Wise Agent account you want to connect.
  </Step>

  <Step title="Review and approve access">
    Review the requested permissions, then approve the connection. The window closes and returns you to the product.

    Your Wise Agent account is now connected.
  </Step>
</Steps>
