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

# AI actions

> Configure actions that modify data in third-party services

AI actions let the AI Agent modify data in third-party services through
[integrations](/documentation/integrations/overview). Unlike read-only lookups,
these actions change state (e.g., create a ticket, update a record).

Actions are **disabled by default**. To enable one, add it to a
[Specialist's instructions](https://platform.typewise.app/specialists) using the
`@` tool picker.

**Best for:**

* Automating routine tasks (ticket creation, status updates)
* Direct integration with CRM, ERP, or custom systems

## Configure an AI action

<img src="https://mintcdn.com/typewise/ht7a5v6EXYgQrv7K/images/documentation/actions/ai-actions/ai-action-form.webp?fit=max&auto=format&n=ht7a5v6EXYgQrv7K&q=85&s=f245033875247d396410448a3be6a234" alt="AI action configuration form" width="1898" height="2438" data-path="images/documentation/actions/ai-actions/ai-action-form.webp" />

| Field                                                                                                  | Description                                                                                                                                                                                 |
| :----------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Integration**                                                                                        | The third-party service (Salesforce, Zendesk, your MCP server, etc.)                                                                                                                        |
| **Action**                                                                                             | The specific operation to perform                                                                                                                                                           |
| **Name**                                                                                               | Readable name for this action instance. Shown in the Actions table and exposed to the AI Agent. Custom names are preserved when you edit; the catalog display name does not overwrite them. |
| **Action description**                                                                                 | Tell the AI Agent when and how to use this action. Be specific about triggers.                                                                                                              |
| **[Customize inputs](/documentation/settings/context-variables#use-variables-in-actions-and-lookups)** | 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**                                                                                                           |

You can add the same catalog action multiple times with different names and
static inputs. Identical tool + description + inputs combinations are rejected.
See [Reuse the same action multiple times](/documentation/actions/overview#reuse-the-same-action-multiple-times).

## See also

* [Manual actions](/documentation/actions/manual-actions): For tasks requiring
  human execution
* [Context Variables](/documentation/settings/context-variables): Declare
  context variables and customize action inputs
* [Security & verification](/documentation/actions/security): The trust model
  behind input customization
* [Integrations](/documentation/integrations/overview): Connect third-party
  services
* [MCP](/documentation/integrations/mcp): Build custom integrations