List of operations that AI agents can perform

Article number:0401128

The AI Agent follows the instructions for users to search for information, create documents, and make records to proceed with work tasks.
Actions that can be performed during work are divided into those for referencing information and those for writing information.
Use this as a reference when you specify in the instructions for users what you want the AI Agent to do, or when you specify where the AI Agent can write or reference information.

Both actions are performed only in locations where the app management permission is granted. For details on the settings for locations where the AI agent can write and locations it can refer to, see the following page:
Setting Locations Where the AI Agent Can Write and Refer To

Actions to View Information

An AI agent can check the following information during work:

  • Check the record contents and the status of process management.
    When viewing the contents of a record, fields from the related records list are not included.

  • Reading the contents of attachments
    It can read image, PDF, CSV, HTML, text, Word, and Excel files. PowerPoint files can be read by some models.

  • Viewing Comments on Records

  • Searching for records and comments in kintone

  • Checking the name and description of the app, and the contents of the form
    The contents of the form include field names, field types, field options, and the text of any Label fields placed on the form.

  • Searching for users, departments, and groups
    Search for users by name to assign as the next assignee, comment recipient, or message recipient.

  • Viewing the list of threads, posts, and replies in a space
    You can view them if the permission to view threads in that space is granted in Allowed read scope.

  • Check Garoon's schedule and availability.
    You can check this if all of the following conditions are met.

    • In Users & system administration, Garoon option is checked under Services to use for the AI agent user.
    • In the app settings, "Allowed read scope" for "Schedule (Garoon)" is set to "Read"​

    You cannot view the subject, notes, or other details of private events.

  • Read which app, record, or thread is indicated from the kintone URL written in the instructions for workers or on a record
    You can write URLs of apps or records in the instructions for workers.

Operations to Post Information

An AI agent can perform the following actions during work:

  • Performing an action to move a status
    If you need to select a user for the next status, the AI agent will select one for you.
  • Add a new record
  • Edit records (including adding, editing, and deleting table rows)
  • Posting comments on records
    You can specify users, departments, or groups as recipients.
  • Post to the thread
    You can specify a user, organization, or group as the recipient.
  • Sending Messages