Item Tools
Create Item
Creates a new record in any category.
published
Create Record
Allows the agent to create new records in any workspace category — processes, contracts, clients, tickets, or any other configured type.
When to enable this tool
Use this tool when you want the agent to be able to register information in the workspace based on a user request.
Practical examples:
- The user asks the agent to register a new case with number, client, and date
- The agent receives data from a form and automatically saves it in the correct category
- An intake agent registers new clients when starting a service
What the agent can do
- Create records in any workspace category
- Fill in the record's fields with the information provided by the user
- Save up to 5 records at a time
- Create records as drafts (without publishing immediately)
Information the agent uses
| Information | Description |
|---|---|
| Category | Which category to create the record in (e.g.: Contracts, Cases, Clients) |
| Record data | The values for each category field (name, date, status, etc.) |
To fill in the fields correctly, the agent may need to query the category structure with the View workspace structure tool before creating the record.
Important notes
- The agent can only create up to 5 records at a time — for larger batches, multiple operations will be needed
- Fields marked as required in the category must be filled in
- If the agent doesn't have all the necessary information, it should ask the user before attempting to create the record