How they’re used
- Agents use the App Action step: pick a connected app, pick an operation, and map fields. For per-user apps you choose who it runs as — the record’s CSM owner, a specific teammate, or the agent’s publisher.
- Actions use them in the Execute modal — the email or calendar draft sends through the chosen person’s connection.
FAQ
Do agent tools sync data into Quivly?
Do agent tools sync data into Quivly?
No. They perform actions (send, create, look up on demand). Data syncing is what data-source integrations do.
Can an agent act as someone who hasn't connected the app?
Can an agent act as someone who hasn't connected the app?
No — sending as a person requires that person’s own connection. Agents can be configured to fall back to the publisher’s connection.
