Usually, when creating a workflow, every decision has to be predefined as a branch, every condition anticipated, and every field manually mapped. If you'd rather not account for every single variable yourself, you can use the AI Agent action to describe your goal, give the agent access to tools, and let it plan the sequence, decide the inputs, and handle edge cases without manual input. Here's how to set it up.
Creating Your Workflow
Navigate to the Workflows tab inside the automation section, and edit or create a workflow.
Inside the workflow builder, add the action "AI Agent."
Choose a template or select Build Your Own to start from scratch.
Using A Template
Templates only work with specific triggers, so selecting one will prompt you to apply the trigger and template.
Agent Configuration
Write your instructions describing what the agent should do. If you're using a template, this will be prefilled, but you can edit it however you like. Even if your instructions are rough, you can click Enhance Prompt and the AI will restructure your input into a production-ready prompt.
Choose between GPT-5.2, GPT-5.1, and GPT-5 Nano to run the workflow as you prefer. GPT-5.2 Low thinking is the recommended default for most use cases.
Click "Add the tools" to set the tools the agent can use (up to 10 per agent).
You can select any workflow action for this, including those related to connected apps.
Once a tool has been added, you can click the pencil icon to edit it (1) or the X icon to delete it (2).
Once you're happy with your tools, open the Advanced Options to enable "Conversation Memory," which allows the agent to retain a rolling summary of past executions for the same contact (1), or "Structured Output" if you want the agent to return results as Text or JSON with a user-defined schema to aid If/Else branches, field updates, or downstream workflow steps (2).
Once you're satisfied, click Save action and you're done. The AI Agent gives your workflows a way to evaluate context, make judgement calls, and execute actions on their own, all within the CRM you already use.