A connected assistant only sees the tools the user is authorized for. This overview lists all tools, their meaning and the prerequisite.
Tool names appear in answers and in the log; they are not needed in the conversation.
Orientation
| Tool |
Meaning |
Prerequisite |
get_company_info |
Description, terms, rules and contact of the company |
Role "connect" |
get_usage |
Own limits and usage of the current hour |
Role "connect" |
Read data
| Tool |
Meaning |
Prerequisite |
list_data_schemas |
All permitted data schemas |
Read data schemas |
get_data_schema |
Fields of a data schema: required fields, types, references |
Read data schemas |
search_data_objects |
Full-text search within a data schema |
Read data objects |
list_records |
Browse the folder tree of a data schema |
Read data objects |
filter_records |
Filter records by an indexed field value |
Read data objects |
get_data_object |
Read one record completely, including references |
Read data objects |
get_file |
Download link for a file of a record (valid 15 minutes) |
Read files |
Analyze
| Tool |
Meaning |
Prerequisite |
list_tables |
Analytics tables that may be queried |
Analytics |
query_records |
Run a SQL query (read only) |
Analytics, ad-hoc queries |
get_query_result |
Fetch the result of a query |
Analytics, ad-hoc queries |
Write data
| Tool |
Meaning |
Prerequisite |
create_record |
Create a record, with a dry run without saving |
Write data objects and role "write records directly" |
update_record |
Change fields of a record |
Write data objects and role "write records directly" |
Processes
| Tool |
Meaning |
Prerequisite |
list_processes |
Available processes |
Read processes |
get_process_start_schema |
Start form of a process |
Read processes |
start_process |
Start a process with a filled-in start form |
Start processes and role "start processes and complete tasks" |
list_process_instances |
Cases of a process |
Process Explorer |
get_process_instance |
Status of a case |
Process Explorer |
my_start_events |
Own startable actions (like the "Start processes" card) |
Workspace |
my_running_instances |
Own running cases |
Workspace |
recent_process_activity |
Recent activity |
Workspace |
process_stats |
Process statistics |
Workspace |
Tasks
| Tool |
Meaning |
Prerequisite |
my_open_tasks |
Own open tasks |
Workspace |
get_task |
Form and data of a task |
Workspace |
complete_task |
Complete a task |
Work on tasks and role "start processes and complete tasks" |
How answers are structured
Besides the data, every answer contains a note on what it means for the user, suggestions for sensible next steps and links into the Pantarey app. Truncated lists are marked as such. Writing tools validate the input before saving and refuse duplicate executions of the same request.
Tips
- Use the dry run: Before creating a record, the assistant can have the input checked without saving.
- Follow the links: Where the chat cannot continue – deleting, uploading files – the link leads straight to the right place in Pantarey.