Configure agents with a model, instructions and the exact tools they're allowed to use. They run on triggers and schedules, call your functions and APIs, hold real conversations, and answer plain-English questions about your data — returning live tables and charts.
Configure AI agents for your process
Answers revenue questions over invoice and payment entities.
Routes new orders, checks stock and raises approvals.
Reads uploaded PDFs and fills entity fields automatically.
Drafts replies on WhatsApp threads with order context.
An agent is a saved configuration, not a black box. You pick the language model, write the system instructions that shape its behavior, and grant it a precise set of tools — your functions, queries and connectors. Nothing more. It only ever sees the entities and rows your permissions allow.
Choose the model, set temperature, and write the persona, rules and guardrails the agent must follow.
Attach functions, saved queries and connectors. The agent can only call what you've explicitly granted.
Conversations carry context across turns, and every action respects your RBAC and row-level access.
Agents follow an agentic loop: understand the request, decide which tool to call, run it against your data, then reason over the result to answer or act.
Agents translate plain English into queries over your entities, then render the result the way a human would want to see it. No SQL, no report builder, no waiting on analysts.
Grounded on your model. Questions resolve against your real entities, fields and relationships — answers are specific, not hallucinated.
Tables & charts on demand. "Break revenue down by region" returns a chart; "list overdue invoices" returns a table — automatically.
Follow-ups keep context. "Now just the ones over $20k" refines the previous answer without repeating yourself.
Respects access. Each user only ever queries the rows and fields their permissions and hierarchy allow.
Because agents call your real functions and connectors, they can take action on the result, end to end.
Send a WhatsApp template, an email, or a Slack message — fired straight from a workflow the agent triggers.
Create or edit records, change a status, or move an item through your process — every write checked against permissions.
Hit REST APIs, charge through Stripe, read from entities — using secrets from the secrets manager.
Wake every morning to chase overdue invoices, summarize yesterday's tickets, or post a daily pipeline digest to Slack.
Trigger on create, edit or status change — a new lead, a stuck ticket, a high-risk order — and act within seconds.
Hold a real conversation in the inbox — text, images, audio, documents — keeping context across the whole thread.
Runs daily, finds invoices overdue more than 30 days, and sends each customer a WhatsApp reminder with the amount and due date.
On every new ticket, classifies priority, suggests a category, and routes high-severity issues to the on-call queue.
Answers "which deals slipped this month?" with a table, then drafts follow-up emails for the reps who own them.
The two-way inbox where agents hold threaded conversations with text, media and documents.
Explore →Event triggers, schedules and custom actions that wake agents and fire on their output.
Explore →The pivots and saved queries that agents call as tools to read your data.
Explore →The connectors and API calls — wrapped in workflow steps — that agents invoke to take action.
Explore →