Create an AI Action
Actions let the assistant call your APIs from a conversation — order status, account lookups, entitlement checks.1
Define the action
Open Project → Agents → Actions and click New action. Give it a name the model will understand (e.g.
order_status), a clear description (“Look up the status of an order by ID” — the model uses this to decide when to call it), the HTTP method, and a URL template:{input.xxx} placeholders are substituted from the model’s input.2
Describe the input
Provide a JSON Schema for the action’s input (e.g. an object with an
order_id string). Add any auth headers your API needs — they’re stored with the action, never shown to end users.3
Choose an approval mode
- Auto — invocations execute immediately. Good for read-only lookups.
- Manual — every invocation is held at pending approval until a teammate approves it. Start here for anything that mutates data.
4
Test it
Use Invoke on the action’s page with sample input and confirm the response looks right before wiring it into an agent.
Build an agent graph
Agent graphs compose a coordinator that routes each request to specialist nodes — each specialist with its own instructions, model, and tools (search_docs, ask_question, or one of your actions).
1
Create the agent
Open Project → Agents and click New agent. Every graph needs exactly one coordinator node; give it routing instructions (“Send order questions to Orders, everything else to Search”).
2
Add specialists
Add specialist nodes and pick their tools: docs search, RAG question-answering, or your actions. Connect the coordinator to each specialist with edges.
3
Guard risky specialists
Toggle Require approval on any node that calls sensitive actions — runs pause at that node until a human approves.
4
Run and iterate
Use Run with a test input and inspect the step-by-step output (each node’s output and latency). Iterate on instructions until routing behaves.
Work the approval queue
When a run hits a node that requires approval (or a manual-mode action is invoked), it pauses and lands in Project → Approvals:- Approve — the pending action executes and the run continues.
- Reject — the run stops; optionally leave a note explaining why.
Observe every run
Each agent run is recorded step-by-step as anagent trace under Project → Traces, alongside chat, search, MCP, A2A, and deflection traces. When an agent misroutes, the trace shows exactly which node did what. See Analytics & Evals.
Related
- A2A protocol — let external agents discover and message yours.
- Agents SDK — graph-as-code, MCP + A2A clients, and a self-hosted agent runtime.