Using the Chase Agents Chat Builder

Building through conversation

The primary way to build automations is through the Chase Agents chat interface. Open a new chat session and describe the workflow you want in plain language. The AI agent will build it for you — discovering your connections, testing each step against real data, and saving the finished automation.

How the AI builds the automation

• Discovers available connections using list_connections
• Reads connection documentation to understand how to authenticate
• Tests the workflow step by step using execute_steps, examining real API responses at each stage
• Saves the verified steps with create_automation once the workflow produces correct results
• Asks if you want to add a schedule

Iterating in chat

To change an existing automation, describe what you want to change in a new chat session. The AI will read the current automation using view_automation, apply targeted changes using manage_automation, and test the result. You can have a back-and-forth conversation to refine the automation until it works exactly as needed.

Testing is real — not a simulation

When the AI tests steps during the build process, it executes real steps against your real data and services. API calls go out, data is fetched, messages may be sent. Keep this in mind when building automations that write data or send messages, and consider testing against a staging environment first for high-impact operations.