@ 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. |
| Secure inputs | Parameters from trusted sources. Can be a Verified Parameter or Static Value. |
| Require human approval | When enabled, requires human agent confirmation before executing. Default: On |
See also
- Manual actions – for tasks requiring human execution
- Security & verification – verified parameters and guardrails
- Integrations – connect third-party services
- MCP – build custom integrations