The Access application resources tool allows AI Agents and Copilots to securely access resources within selected Yeeflow applications. Administrators can configure which application resources the AI is allowed to access, along with the permitted operations for each resource type.
Using this tool, AI can interact with approval forms, data lists, document libraries, reports, and even other AI Agents, while maintaining strict permission control and operational safety.
Add the Access application resources Tool
In the Tools section of an AI Agent or Copilot:
Click Add a tool
Select Access application resources
A configuration window will appear where you can:
Select a Workspace
Select an Application
Enter a Tool name
After configuration, click:
Add
or Add and configure
Detail
In the Detail section, you can:
Modify the tool name
Enter a tool description
Providing a clear description helps the AI better understand the purpose of the tool and improves response accuracy.
Define resource access scope
Under Define resource access scope, you can configure AI access permissions for the following application resources:
Approval Forms
Data Lists
Document Libraries
Form Reports
Data Reports
AI Agents
Each resource type can be configured independently with different access scopes and operation permissions.
Approval Forms
Expand the Approval Forms section to configure approval form access permissions.
Access Scope
Three access scope options are available:
Access Scope | Description |
No access | The AI cannot access any approval forms |
All approval forms | The AI can access all approval forms in the selected application |
Selected items | The AI can access only selected approval forms |
The default setting is No access.
Available Operations
Approval forms support the following operations:
Submit
Read
Read tasks
Process tasks
All approval forms
Select the All approval forms tab to configure permissions for all approval forms in the application.
Selected items
Select the Selected items tab to configure access for specific published approval forms only.
To add approval forms:
Click Add approval form
Select the required published approval form
Configure the allowed operations for the form
Data Lists / Document Libraries
Both Data Lists and Document Libraries support the same operation permissions:
Read
Add
Edit
Delete
Under the Selected items tab:
Select the required data lists or document libraries
Configure the allowed operations
These permissions allow the AI to read, create, modify, or delete records and documents within the selected resources.
Form Reports / Data Reports
Both Form Reports and Data Reports support the same operation permission:
Read
This allows the AI to retrieve and summarize report data for analysis, statistics, and information queries.
AI Agent
The AI Agent resource type allows one AI tool to call another AI Agent.
Available Operation
Call
This capability enables collaboration between multiple AI Agents for more advanced automation scenarios.
Safety & control
The Safety & control section is available only in Copilot.
Administrators can define how user confirmations should be handled based on the risk level of operations.
Risk Levels
Low-risk actions
Examples include:
Viewing records
Searching data
Reading information
Summarizing records
Viewing tasks
Checking workflow status
Standard actions
Examples include:
Creating records
Updating records
Submitting requests
Processing tasks
High-risk actions
Examples include:
Deleting records
Confirmation Methods
Confirmation Method | Description |
No confirmation required | No user confirmation is needed. Default for low-risk actions |
Require confirmation | Users must click a confirmation button during the conversation. Default for standard actions |
Require strong confirmation | Users must click a highly visible confirmation button during the conversation. Default for high-risk actions |
These confirmation mechanisms help reduce operational risks and prevent unintended actions.
Completion
In the Completion section, you can configure the behavior and output after the tool execution is completed.
The system provides the following fixed output variables:
DataStatus code
These output variables can be used for subsequent AI processing and workflow automation.