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Agents

In one line: Let your UnleashX assistant build and manage voice agents and calling campaigns, attach phone numbers, run analytics on executions, and generate report documents — all through the UnleashX Agents API.

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1. Overview

The Agents integration is the control surface for UnleashX’s own voice-AI platform. With it, an assistant can create or update agents and voice agents, set up calling campaigns, attach phone numbers, and read back rich execution analytics — calls, workflows, nodes, and form data. Once connected, your assistant can do the heavy lifting of operating a calling program: define an agent’s prompt and configuration, launch a “Winter Sale” campaign against the right agent, attach the numbers that dial out, and then report on how every run performed. It can also export results into PDF/Excel/Docx and other document formats. Because this drives your live UnleashX workspace, it’s platform-managed: UnleashX auto-generates the Agents API key from your session, so there’s nothing for you to paste. Connecting it turns natural-language requests into real, governed actions on your agents and campaigns.

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2. What you’ll need

Agents is built into UnleashX and operates on your own workspace. There’s no third-party account, and the Agents API key is generated for you from your signed-in session.
  • An active UnleashX account with the Agents feature enabled.
  • Permission to create/manage agents and campaigns in your workspace (admin or appropriate role).
  • Your workspace identifier for a few analytics/key-generation actions (the assistant will ask if needed).
  • If you lack admin rights, ask a workspace admin to enable the feature and grant agent-management permissions.

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3. Get your credentials

There are no credentials for you to create. The Agents API key is auto-generated by UnleashX from your session (the Generate API Key tool can mint a token when one is required), and the platform supplies the base URL and database access. You never handle a raw key.
Platform-side, an admin configures the UnleashX base URL and the analytics database connection; these are preset in managed environments. Some tools require a workspace_id so actions and queries are scoped correctly — the assistant will request it when needed.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the assistant you want to give Agents control to.
2

Open Data Connectors

Click Data Connectors in the agent.
3

Find Agents and add it

Locate Agents and click Connect / Add. It’s platform-managed — the Agents key is generated from your session, so there’s nothing to paste.
4

Confirm it's connected

The Agents tool should now show a Connected badge.

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Use Agents in a Workflow

Once connected, you can add Agents to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick Agents from the Apps panel

In the Paths panel, open the Apps tab and select Agents. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want. Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

Agent & voice-agent management Campaign management Analytics & data access (read-only) Form data update Document generation (exposed through the Agents server to turn results into files)
Delete Voice Agent permanently removes a voice agent. The create/update tools modify your live workspace. The analytics query tools are read-only and restricted to SELECT-style statements on whitelisted tables.

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6. Example usage

“Create a winter-sale outbound campaign on our Sales voice agent, retry twice.” → Runs List Voice Agents to resolve the agent by name, then Create Campaign with your dates and retry settings. “How did yesterday’s calls do for agent 1240 — success vs. failed?” → Runs Get Calling Execution Data (with a summary) and the assistant reports the breakdown; it can then Create Xlsx to export it.

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7. Permissions & data access

UnleashX can:
  • Create, update, and delete agents, voice agents, and campaigns in your workspace.
  • Attach phone numbers and mint Agents API tokens.
  • Read execution analytics (calls, workflows, nodes, forms) via read-only queries.
  • Update specific form records you target and generate report documents.
UnleashX cannot:
  • Run write/DDL SQL — analytics queries are limited to read-only statements on whitelisted tables.
  • Act outside your workspace scope.
  • Bypass your role-based permissions.
To disconnect: Open the agent → Data Connectors → Agents → Disconnect. Access is revoked immediately.

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8. Troubleshooting

For general connector issues, see /mcp/integrations.

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9. Frequently asked questions

Do I need to create an API key? No. The Agents API key is auto-generated from your UnleashX session. The Generate API Key tool can mint one when an action requires it. Can it delete things? Yes — Delete Voice Agent removes a voice agent. Create/update tools change live data, so treat them with care. Are the analytics tools safe? Yes. They are read-only and restricted to SELECT-style queries on whitelisted tables (workflow/node/form analytics); writes and DDL are blocked. Can multiple team members use it? Yes, subject to each member’s role and permissions in the workspace.

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10. References