How to connect Actively
- Open Connectors in RevampKey and search for Actively.
- Click Connect and approve access on Actively's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (13)
generate_smart_fieldsget_agent_decisionsget_agent_decisions_sectionsget_agent_memoryget_agent_memory_sectionsget_bulk_agent_decisionsget_bulk_agent_memoryget_recent_account_activityget_smart_field_schemasget_workflow_instructionslist_workflowslookup_accountssearch_agent_memory