@ tool picker.
Best for:
- Automating routine tasks (ticket creation, status updates)
- Direct integration with CRM, ERP, or custom systems
Configure an AI action
| Field | Description |
|---|---|
| Integration | The third-party service (Salesforce, Zendesk, your MCP server, etc.) |
| Action | The specific operation to perform |
| Action description | Tell the AI Agent when and how to use this action. Be specific about triggers. |
| Customize inputs | Per input, pick a source (Auto, Static, or a context variable). On variable mappings, enable Trusted only to require a verified value at runtime. |
| Require human approval | When enabled, requires Human Agent confirmation before executing. Default: On |
See also
- Manual actions: For tasks requiring human execution
- Context Variables: Declare context variables and customize action inputs
- Security & verification: The trust model behind input customization
- Integrations: Connect third-party services
- MCP: Build custom integrations