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AI Action

Overview​

AI Action provides an entry point to start record-based conversations directly from a record detail page.

Click any AI Action to open a multi-turn conversation centered on the current record. The system automatically injects contextual data—such as record fields, discussions, and logs—and continuously generates results based on the configured prompt, model, and tools.

Each AI Action can be configured independently with its own topic, prompt, model, tools, and usage scope to fit different departments, industries, and business scenarios.

Entry Point​

On the top action bar of a record detail page, you’ll see AI Action. Select an existing action to start a conversation.

Use Cases​

  • Summarize record content
  • Analyze context and identify key points
  • Propose next steps and action items
  • Generate communication drafts and reports
  • Continue follow-up questions and discussions

Configuration​

Accessing AI Action Settings​

Go to [Form Settings] > [More Settings] > [AI Action], click + Add, and describe your goal in the dialog. Click Create—the system will auto-create the AI Action.

You can also select from AI-suggested actions.

Configuring an AI Action​

After creation, the configuration panel opens automatically. You can edit the action name, description, enable conditions, and the AI Agent settings.

Enable Conditions​

To limit which records can use the action, configure filter conditions. Records that don’t meet the conditions cannot use this AI Action.

AI Agent Settings​

Click Configure on the action card to switch models, edit prompts, adjust memory turns, and add tools.
See AI Agent Node for details.

In the prompt settings, you can enable Provide all fields and discussions of the current record to the Agent for full-context analysis.

Testing​

Click Test on the action card and select a record to quickly validate the configuration.

AI Action Workflow​

AI Actions are powered by workflows. When an AI Action is created, a corresponding workflow is generated automatically. No additional nodes can be added.

Execution flow: Click action → context injection → execute per configuration → continuous output.

Action History​

Click Action History in the top-right corner of the AI Action page to view past conversations.

You can also view execution history within the AI Action workflow.

Permissions​

In Roles & Permissions, under Access Selected App Items, configure which AI Action are available to each role.