Abilities are actions the AI Agent is allowed to take during a conversation. You enable them per node in the AI Agent configuration.

CRM abilities

• Lookup Contact, search your CRM by email, phone, or name.
• Add Contact, create or update a contact. Only fills empty fields, so you never lose data.
• Query CRM, ask the CRM for contacts, companies, or deals that match a condition.
• Create Deal / Update Deal / Move Deal Stage, the agent can manage the sales pipeline from the conversation.

Calendar abilities

• Check Availability, find free slots on the connected calendar.
• Schedule Event, book a meeting.
• Edit Event, change an existing meeting.
• Cancel Event, cancel a meeting.

Content abilities

• Knowledge Lookup, search your knowledge base to answer product or policy questions with citations.
• Collect Field, ask a structured question ("what is your budget?") and extract a typed answer.
• Send Email, draft and send an email.

Follow-ups

• Schedule Followup, plan a follow-up message for a later time.
• Cancel Followup, cancel a scheduled follow-up.

Guardrails

Each ability is opt-in per node. The agent only acts within the abilities you enable, so a customer-facing bot can read the CRM without being able to delete records.

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