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Describe a business outcome to the Jaaxis Assistant to configure custom actions, information collection, and connected workflows. You do not need a custom-tool form or programming knowledge. Prepare the trigger, required information, permitted actions, channels, and success or refusal outcome. You need Assistant permission on the intended agent.
1

Choose the target

Check the organization and open the agent’s Assistant. Name another agent explicitly if that is the target.
2

Describe the business outcome

For example: “For wholesale enquiries, collect the company and quantity, then notify our team. Do not place an order or take payment.” Include exceptions and what customers should receive.
3

Complete the connections

Follow requested connection or spreadsheet cards. For an outside API, provide its documented operation and intended inputs and result. Enter credentials only in the secure field.
4

Check testing and completion

The Assistant configures the behavior, tests relevant scenarios, and makes it live. Read any refusal or unfinished result. Review the customer outcome under Training → Scenarios.
5

Verify the actual effect

Use harmless data in Preview. Check the collected information, label, handover, file, booking, or external record. Try a nearby request that must not perform the action.
There is no Ask before changes or Apply directly menu. A change request can perform permitted work without another approval.

Change or stop a workflow

Ask the Assistant to inspect the existing behavior and make a specific correction or stop offering an action. For a future effective time, state the date, time, and timezone. For a rollback, name the particular behavior to restore. Setup rollback cannot unsend a message or reverse an external transaction.

External systems

A connected account only supplies access. Explain when to read, add, update, or refuse data. For Google Sheets, you choose the spreadsheet, worksheet, and header row; the Assistant configures operations using those selected headers. See Google Sheets and Assistant.
Preview and connection tests may change real records or send messages. Use test destinations and verify completed actions in the receiving system.