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.

Considerations

When using Create Record or Update Record tools, keep the following in mind:

• Follow required field rules
  Ensure all mandatory fields for the selected object are provided before creating or updating a record.

• Be explicit in instructions
  Provide clear, unambiguous guidance in the agent’s configuration, especially for field-level behavior (e.g., validation rules, default values, or formatting).

• Respect access permissions and schema rules
  The tool operates under the permissions of the user running the agent and will not bypass anything defined on the object schema, including field requirements, validation rules, or constraints.

• Handle relationships carefully
  Creating new or updating existing relationships is not currently handled within a single tool configuration. To manage relationships for a target object, you will need to add an additional Create Record or Update Record tool specifically for that object.

• Avoid unintended overwrites
  When updating records, specify only the fields you intend to change. Leaving unspecified fields blank may result in overwriting with null values if not configured properly.

• User confirmation (optional but recommended)
  For critical or irreversible updates, configure the agent to confirm changes with the end user before execution.

• No persistent memory
  The tool acts on the current instruction and context only. It does not remember previously created or updated records unless explicitly referenced in the same conversation.