Copy agent
WriteCopy an agent.
Permissions and limits
Account permissions
- A Contextual AI API key with access to the datastores and agents
A repeated request may repeat the external action. Review the previous result before retrying a write.
Manage Contextual AI datastores, ingest documents from workflow files, and create and configure agents.
Explore 23 workflow actions for Contextual AI, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Copy an agent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an agent over one or more datastores.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a datastore for documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an agent (its datastores are kept).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a datastore and its documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document from a datastore.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read an agent's configuration.
Read the workspace's consent status.
Read a datastore's configuration, agents and usage.
Read a document's metadata and ingestion status.
Upload a protected workflow file (PDF, HTML, Word, PowerPoint, PNG or JPEG) into a datastore with optional custom metadata; ingestion runs in the background, so read its status with Get document metadata.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List Agent Composer templates.
List agents.
List datastores, optionally for one agent.
List a datastore's documents and their ingestion status.
List agent templates.
List the workspace's users and their roles.
Reset an agent's configuration to its template defaults.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove every document from a datastore and keep its configuration.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save an agent's configuration as a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an agent's datastores or configuration.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a datastore's name or configuration.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a document's custom metadata.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Contextual AI. A saved workflow is not a completed provider action.