Tools

Tools let a worker interact with external systems. They are usually grouped into toolkits, such as a provider or service-specific collection of actions. Tools let a worker read information or perform approved actions in connected systems.

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What tools can enable

Depending on the connected application, tools can let a worker:

• Read records or messages
• Search external systems
• Draft updates
• Send messages
• Create or edit records
• Upload or download files
• Trigger provider-specific actions

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Toolkits

A toolkit is a group of related tools. For example, a toolkit might contain several actions for one provider or one business system. In the skill tree, toolkits show which groups of tools the worker can use.

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Required applications

When a worker needs external tools, the required application appears in the sidebar’s Applications section. Connect the application before expecting the worker to use those tools successfully.

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Security and approvals

Tool behavior is governed by the worker’s Tool approval policy in Settings. Policies can allow, ask, or block categories such as reads, writes, external sends, destructive actions, and credential-related tools. Saved tool rules can override the default policy for specific tools.