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CRM & operations

Jira

Query issues and selectively enable creation, updates, assignment, comments, links and transitions.

CAPABILITIES

What your agent can do with Jira

Search and retrieve issues

Lets the agent search and retrieve issues within the authorized configuration.

Read

Create or update tickets

Lets the agent create or update tickets within the authorized configuration.

Write

Add comments

Lets the agent add comments within the authorized configuration.

Write

Assign, link and transition issues

Lets the agent assign, link and transition issues within the authorized configuration.

Write

See how an agent works with Jira

A practical example of how your agent can help in everyday work.

Find technical blockers for the Acme opportunity before the sales demo.

10:14

I found one priority issue affecting the demo and prepared its reassignment.

10:15

SALES-248 · Demo blocker

Opportunity: Acme

New status: In progress

Change pending confirmation

The essentials, before connecting

Review the key details for using Jira with your agents.

How is Jira connected?

OAuth connection with Atlassian and selection of the Jira site.

What can an agent do with Jira?

Search and retrieve issues · Create or update tickets · Add comments · Assign, link and transition issues

What controls apply?

Each write capability is enabled separately · Writes require a clear request or confirmation · Issue deletion is not supported