18 available actions

What your AI agent can do in Specific

Sales call analytics to drive revenue This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get My WorkspaceTool to get current workspace information for the authenticated user.
List CompaniesTool to query company records from the Specific platform via GraphQL.
Create CompanyTool to create a new company record in the Specific platform.
Create ConversationTool to create a new conversation (survey response) in the Specific platform.
Update CompanyTool to update an existing company record in the Specific platform.
Update UserTool to modify an existing user record in the Specific platform via GraphQL mutation.

Browse all 18 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 7 actionsHide actions

Get My WorkspaceTool to get current workspace information for the authenticated user.
List CompaniesTool to query company records from the Specific platform via GraphQL.
List ConversationsTool to query conversation records (survey responses) from the Specific platform via GraphQL.
List Custom FieldsTool to query custom field definitions in the Specific platform.
List SourcesTool to retrieve all data sources from the Specific platform.
List SurveysTool to retrieve multiple survey records from the Specific platform via GraphQL.
List UsersTool to query user accounts from the Specific platform via GraphQL.

Create & communicateCreate records or send supported messagesView 5 actionsHide actions

Create CompanyTool to create a new company record in the Specific platform.
Create ConversationTool to create a new conversation (survey response) in the Specific platform.
Create or Update CompanyTool to upsert a company record in the Specific platform (create if not exists, update if exists).
Create Or Update UserTool to upsert a user record in the Specific platform (creates if not exists, updates if exists).
Create UserTool to create a new user (contact) record in the Specific platform.

Update & manageChange and manage existing recordsView 2 actionsHide actions

Update CompanyTool to update an existing company record in the Specific platform.
Update UserTool to modify an existing user record in the Specific platform via GraphQL mutation.

Remove & cancelRemove records or cancel supported workView 4 actionsHide actions

Delete CompanyTool to delete a company record from the Specific platform.
Delete Company AttributesTool to delete specific custom field attributes from a company record.
Delete UserTool to remove a user record from the Specific platform.
Delete User AttributesTool to delete specific custom field attributes from a user record in the Specific platform.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Specific

How does the agent connect to Specific?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Specific?

The page above lists the 18 actions currently available through the Specific connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Specific included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Specific is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Specific to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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