Conversational agent tool execution
A UiPath Conversational Agent reasons over the tools configured for it and selects and invokes those tools during its own runtime conversation. UiPath describes tools as the mechanism that connects agent reasoning to real actions. Tool types include Integration Service connector activities, API workflows, RPA automations, other agents, functions, IXP document-processing tools, MCP servers and client-side tools. Distinct from Maestro process orchestration, where a process decides when an agent runs as one step.
Recorded characteristics
- Function
- UiPath documents tools as "the mechanism that connects agent reasoning to real actions by granting access to business data and executable capabilities." A Conversational Agent is given tools with descriptions and instructions, and during a conversation the agent decides which configured tool to invoke. Documented tool types: Integration Service activities (connector tools making "direct, governed API calls to target business applications"), API workflows, RPA automations, other agents, functions, IXP document-processing tools, MCP servers and client-side tools. Not every tool changes state: tools may retrieve data, compute, or perform actions. UiPath's design guidance names persistent actions: a tool that "creates an event, sends an email, updates a business record, or triggers an automation with external side effects." Since the July 2026 runtime change, when the agent calls multiple tools in parallel the runtime processes them sequentially. Client-side tools use the same tool mechanism: when the agent calls one, "the runtime pauses, delegates the tool call to the client, and resumes once the client returns a result"; the handler runs in the user's browser or host application rather than in UiPath's server runtime. MCP-server tools are recorded here as another tool type available to the agent. Authoring path: Agent Builder or Maestro Flow (Preview); the authoring path is not a separate action capability.
- Data access
- Tools can access business data through connector activities, API workflows, automations, MCP servers and client-side tools, within the connections and folder resources the deployment grants. Client-side tools can access client-local data and device capabilities unavailable server-side. Specific data scopes depend on the tools configured by the builder.
- Actions
- Can take actions
- External actions
- Yes
- Human confirmation
- Conditional
- Permission basis
- Mixed
- Administrative control
- Human confirmation: per-tool "Require confirmation" setting. When enabled, execution pauses before the tool runs and the proposed inputs are shown; the user may approve, modify inputs and approve (tool runs with modified inputs), or reject ("the tool does not run"). UiPath states confirmations are configured per tool and should be enabled for tools that should not run until the user reviews the proposed action; confirmation may be left off for tools allowed to run automatically. Escalations (distinct from tool-call confirmation): powered by Action apps in Action Center, route decisions to a human for validation, approval or manual assistance; the conversation pauses until a human resolves the escalation; an agent can be designed to escalate before a tool runs, but escalation does not mean every action requires approval. Guardrails: deterministic rules that can filter tool inputs/outputs, block execution (recommended for sensitive data in production) or trigger escalation; guardrail evaluation is not itself human confirmation. Identity and connection settings: per-tool Account setting "Inherit parent job identity"; connections "configurable by users" for personal connections (Public Preview); shared connections in the Orchestrator folder; unattended robot account for anonymous channels; Orchestrator folder permissions and host-folder/serverless machine template requirements.
- Default state
- Conditional
- Availability
- Action execution requires configuration: creating the conversational agent, adding and describing tools, connections, Orchestrator folder permissions, host-folder/runtime configuration, publishing and deployment, and per-tool identity/connection settings; confirmation is separately configurable. Access to UiPath Agents alone does not make arbitrary tools executable. Deployment channels documented include Instance Management, Assistant (Autopilot for Everyone), Microsoft Teams, Slack, iFrame/Apps embedding, anonymous access and the UiPath TypeScript SDK. Maturity is mixed: Maestro Flow authoring is Preview; personal connections are Public Preview with the full experience only in select deployment channels; agent memory is Preview. No explicit GA statement for the complete Conversational Agents capability is recorded.
- Licensing
- UiPath documents a hybrid licensing model for chat agent executions; Flex licensing consumes Agent Units, and when monthly limits and top-ups are spent conversational agents continue by drawing on further consumption as described on the licensing page. Entitlements are not inferred beyond the page.
- External model or provider
- No single model or provider. Customers select from UiPath-supported models (a your-own-model subscription option is Preview; gemini-3.5-flash added August 2026). Integration Service activity tools are not supported when using Gemini models. UiPath documents regional availability with automatic cross-region request routing where a model is unavailable locally. Supported models do not all provide identical tool functionality.
- Limitations and uncertainty
- Two identity layers: (A) UiPath runtime identity; (B) the credential/connection used against the target application. Since July 2026, signed-in conversational agents run as the UiPath Cloud user's identity; anonymous channels use an unattended robot account. An individual tool runs under the user's identity only when its Account is set to "Inherit parent job identity". Personal connections (Public Preview) let users select their own Integration Service connections; personal connections take precedence, and where none is configured for a connector the agent falls back to the shared connection in the Orchestrator folder; this fallback is documented for connectors only. Unresolved: no explicit GA statement for the complete capability; personal connections are Public Preview and the experience varies by deployment channel (the investigation noted Slack is not supported for some features; not generalised here); not every tool type is documented as inheriting the chat user's identity; external identity for MCP-server tools and client-side tools is not fully established; connector tools are not supported with Gemini models; regional/runtime differences (July 2–16 2026 phased rollout; cross-region routing) may remain relevant; the methodological boundary of "UiPath Agents in Flow" (GA September 15 2026) relative to #126 and Maestro is unresolved. Pre-July 2026 behaviour is historical only.
Evidence
- About UiPath Conversational Agents
Supports: General · Availability · Primary source
Conversational Agents overview; authoring via Agent Builder or Maestro Flow (Preview).
Maestro Flow authoring path labelled Preview.
- Tools
Supports: Function · Actions · Primary source
Tools are the mechanism connecting agent reasoning to real actions; lists tool types incl. MCP servers and client-side tools.
Tools grant access to executable capabilities (activities, API workflows, automations, agents, functions, IXP, MCP).
- Designing the agent (conversational, Agent Builder)
Supports: Actions · Human confirmation · Permission basis · Primary source
Persistent-action examples: creates an event, sends an email, updates a business record, triggers an automation with external side effects.
Per-tool Require confirmation: pause before run, approve / modify and approve / reject; rejected tool does not run; configured per tool.
Personal connections with user credentials; fallback to shared connection in the Orchestrator folder when none configured.
- Activities (Integration Service tools)
Supports: External actions · External model · Primary source
Integration Service activities make direct, governed API calls to target business applications.
Integration Service activity tools are not supported with Gemini models.
- Deploying your chat agent
Supports: Permission basis · Default state · External actions · Primary source
Inherit parent job identity; shared connections fallback; unattended robot account for anonymous access; personal connections Public Preview.
Deployment requires Orchestrator folder, robot accounts, connections, publish/deploy; channels listed.
Example tool: an API workflow that sends emails under the user's identity; Outlook, Slack, Salesforce connectors.
- Guardrails
Supports: Limitations · Primary source
Guardrails can block execution; deterministic rules, not human confirmation.
- Escalations
Supports: Human confirmation · Primary source
Escalations route decisions to a human for validation, approval or manual assistance via Action Center; distinct from tool-call confirmation.
- Client-side tools
Supports: Function · Primary source
Client-side tools: runtime pauses, delegates to client, resumes; executes in user's browser or host application.
- Conversational agents licensing
Supports: Licensing · Primary source
Hybrid licensing model for chat agent executions; Flex uses Agent Units.
- Data residency and supported models
Supports: External model · Primary source
Supported models and regional availability with automatic cross-region routing.
- Agents release notes — July 2026
Supports: Permission basis · Human confirmation · Limitations · Primary source
Signed-in conversational agents run as the Cloud user's identity (July 2026 runtime change).
Tool-call confirmations introduced: optionally pause before execution for review, approve or modify.
Sequential tool processing; phased regional rollout July 2–16 2026.
- Agents release notes — August 2026
Supports: Availability · External model · Primary source
Personal connections for conversational agents (Public Preview), full experience in select deployment channels.
gemini-3.5-flash model added August 7 2026.
- Agents release notes — September 2026
Supports: Limitations · Primary source
UiPath Agents in Flow generally available September 15 2026; boundary relative to #126 unresolved.