Workiom
Your business data lives in Workiom. Now your AI agent can read it, write to it, and search it during live customer conversations. Team members query records by asking questions instead of navigating spreadsheets. Data entry happens through chat, not forms.
Your AI agent reads, writes, and searches Workiom records on demand, turning structured data into natural conversation responses.
Workiom
Discover how teams use AI agents to interact with Workiom databases without ever opening a spreadsheet or navigating dashboards.
A sales rep closes a deal and messages the AI Agent on Slack: 'Add a new record - Acme Corp, $45K, enterprise plan, closed today.' The agent maps these values to the correct Workiom list fields and creates the record. The CRM stays updated in real time. No one has to leave Slack to fill out a Workiom form, and data entry accuracy improves because the agent validates field types.
During a morning standup on WhatsApp, the project lead asks 'What tasks are overdue this week?' The AI Agent queries the project tracker list in Workiom, filters records where the due date is past and status is not complete, and returns the overdue tasks with assignee names. The team gets actionable information instantly without context-switching to a dashboard.
A support agent receives a question about product specifications. They ask the AI Agent 'What are the specs for Model X200?' The agent searches the product catalog list in Workiom, retrieves the matching record with dimensions, weight, and compatibility fields, and shares the details. Support tickets get resolved faster because agents access structured product data without leaving their chat window.
Workiom
FAQs
The agent first calls the Get All Lists endpoint to discover available lists and their field definitions. Based on the user's question, it identifies the most relevant list. You can also pre-configure list mappings in your agent's gambit logic so specific question types always target the correct database.
Yes. The Create Record API supports all Workiom field types, including linked records. The agent passes an array of objects with id and label for linked fields. It can first query the target list to find the correct linked record IDs before creating the entry.
The agent reads field definitions from Workiom before creating records. If a user provides text for a number field, the agent catches the mismatch and asks for correction. This validation happens in conversation, preventing data quality issues in your Workiom lists.
No. Record data is fetched from Workiom in real time during conversations. Tars does not maintain a separate copy of your workspace data. When a user requests information, the agent queries Workiom live and returns the results directly.
Yes. The agent uses Workiom's pagination parameters, skip_count and max_result_count, to retrieve results in manageable chunks. It can also sort results by any field to surface the most relevant data first, preventing information overload in conversations.
Workiom views require logging into the platform and navigating to the right list. With Tars, your team accesses and modifies Workiom data from wherever they already work, including Slack, WhatsApp, or your internal tools. Data retrieval and entry happen through natural conversation.
Tars requires your Workiom API key, which you can generate from your Workiom account settings. The API key grants access to list and record operations within your workspace. You control access scope through Workiom's permission settings.
Yes. Configure your agent's gambit to only interact with specific list IDs. Even though the API key may have broader access, the agent's logic determines which lists it queries or modifies. This gives you granular control over data exposure.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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