Update record

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The Update Record tool enables a ReadiAI Agent to update existing records within ReadiNow. This tool is useful when you want the agent to modify fields on a record based on user input or contextual data gathered during a conversation.

Adding an tool to an Agent

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

Configuring the tool 

1. Select Object: Choose the object type that the agent should be able to update (e.g. Task, Incident, Customer).
2. Provide Additional Instructions (Optional): Enter any guidance or context you want the agent to consider when performing updates. This may include field preferences, validation instructions, or update conditions.
3. Click Save to finish adding the tool.