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Use Connected Tools Safely

Use an existing connection, review the proposed action, and verify what the connected tool actually did.

The full connection and function model is documented in Connections and Tools.

Before You Start​

  • Know which external account, workspace, and record should be used.
  • Use a connection already assigned to the agent; ask an admin for setup changes.
  • Require confirmation for actions that create, send, update, or delete data.

Follow The Steps​

  1. Find The Connection

    Open Connections to confirm that the intended connection exists and belongs to the correct account or team. Do not create a duplicate for a one-off failure.

    Connections page with provider names, access levels, and connection types
    Check the provider, connection name, and whether it is private or shared.
    Platform guide: Connections

  2. Review Available Functions

    Check that the required function is available. A data-changing function should normally show Enabled with confirmation.

    Connection detail showing functions set to Enabled, Enabled with confirmation, or Disabled
    Function policy determines whether an action runs, waits for confirmation, or is unavailable.
    Platform guide: Tools

  3. Preview And Confirm The Action

    In Chat, ask the agent to prepare the action without executing it. Review the account, destination, arguments, and expected effect; approve only when they are correct.

    Chat composer used to request a preview before a connected tool action
    Ask for the complete destination and payload before approving an external write.
    Platform guide: Human Approval

  4. Verify The Execution

    Inspect the Tool Execution status, arguments, result, error, and approval state. Also verify the final record in the external system instead of trusting the chat message alone.

    Conversation list used to locate the conversation that started a tool action
    Open the originating conversation, then follow its tool status into Tool Executions.
    Platform guide: Tool Executions

Try It​

Prepare a calendar event, but do not create it yet. Show the connected account,
title, attendees, date, time, timezone, description, and conference settings.

Check The Result​

The approved payload and the created external record should match. Tool Executions should show a successful action with the expected account and arguments.

If It Does Not Work​

The most common problem is an expired connection or missing permission. Do not repeat the action blindly: capture the connection name, function, status, and error, then reconnect or ask the owner. Next, learn Build a Repeatable Workflow.

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