| Title | The name of the source configuration. |
| When to use this source? | Instructions for the AI on when to use this specific source (e.g., “Checks the status of shipment orders for DPD”). |
| Execution instruction | Instructions for the human agent (e.g., “Ask the agent to manually look up the information from the CRM”). |
| Access level | Controls which agents or users can access this source. Access levels |
| Required information | Define the data fields the AI needs to collect before requesting human review (e.g., Name, Description, Type). |