Add a record operation to an AI agent

Add a record operation to an AI agent in AI Agent Studio to create, update, look up, or delete records.

Before you begin

Role required: sn_aia.admin

Procedure

1. Navigate to All > AI Agent Studio > Create and manage > AI agents.
2. Open the AI agent that you want to add a record operation to and navigate to the Add tools and information section.
3. In the Add tool drop-down list, select Record operation.
4. On the form, fill in the fields.

   Table 1. Add a record operation form

   Fields	Description
   Name	Name that you want to specify for your record operation.
   Description	Description of the record operation and what it’s going to do to assist your AI agent. Note: This description is sent to the large language model (LLM).
   Inputs	Input name: Name of the input for the LLM to use. Description: Description of the input to give the LLM context. Value override: Value for the input. If you leave it blank, generative AI fills in the value for you. Note: If the agent uses multiple tools, you can choose to use another tool's output as an input value override. Select the data picker icon () to review the available options.
   Table	Table that you want to perform the record operation on.
   Select operation	Create record: Requires values for fields in the new record. Delete records: Requires the conditions to determine which records to delete. Look up records: Requires the conditions to determine which records to look up, number of results specified, which fields to return, the result order, and the result sort type. Update records: Requires the values for fields in the updated record and conditions to determine which records to update.
   Execution mode	Mode of execution for your selected record operation: Supervised: Inputs from your live agent are required during the execution of this tool while the AI agent runs. Autonomous: Doesn't require any input from your live agent during the execution of this tool while the AI agent runs.
   Display output	Permission to display the output of the execution in the Now Assist panel or in Virtual Agent: Yes No
   Processing message	Message to display to users when the tool is running.
   Output transformation strategy	Style for the LLM to present the results. None Concise Paragraph Verbose

5. Select Add.
   A record operation is added in the Record operations list on the Add tools and information page.