Create record

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The Create record tool allows a ReadiAI Agent to create new records for a specified object within ReadiNow. This tool is useful when you want the agent to assist users by capturing input and automatically generating new records during a conversation.

Adding a tool to an Agent

To add the Create record tool to a ReadiAI Agent: Open the Agent Builder. From the left-hand menu, navigate to the Tools section. Click Add Tool. Click Create record from the list of available tool types. The Configure 'Create record' tool dialog will appear.

Configuring the tool

1. Select Object: Choose the object type for which you want the agent to create records (e.g. User Task, Incident, Customer).
2. Provide Additional instructions (Optional): Enter any guidance or context you want the agent to consider when using this tool. This may include phrasing, tone, or specific fields to prioritise.
3. Click Save to finish adding the tool.