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Lookups are read-only tools from connected integrations. They let the AI fetch up-to-date information during a conversation (for example, “get customer details” or “retrieve ticket comments”). You can add both built-in and custom lookups here. To use a CRM knowledge base import. Go to the knowledge base section of the docs. For eg: Zendesk and Salesforce

Configuration

FieldDescription
LookupSelect the specific lookup tool from the connected integration (for example, get_customer_details).
Action descriptionDescription of what the lookup does.
Access levelControls which agents or users can access this source. Access levels
Secure inputsAdd secure input fields if required. Learn more in Security & Verification