Plain Agent

Give an AI agent read access to your Plain support threads inside a workflow, so it can search tickets, pull thread details, and summarize customer support context. It cannot reply, assign, or change thread status.

What It Does

Runs an AI agent with read-only access to your connected Plain account. Based on your prompt, it searches support threads by company or keyword, fetches thread details and timelines, and summarizes what it finds back into the conversation.

When To Use It

Use it to pull support context into a workflow, such as summarizing a customer's open tickets before a renewal call, or checking whether a company has an active support issue before sending an outbound email. It cannot reply to threads, reassign them, or change their status. For those actions, use Plain directly.

Configuration

Configure the node with these settings:

Field	What it controls
Related object type	`meeting`, `calendarEvent`, `person`, or `company`. Sets what kind of record the agent receives as background context. Defaults to `meeting`.
Related object	The specific record to use as context. All information tied to it is passed to the agent.
Agent prompt	Required. Tell the agent what to search for or summarize in Plain.
Show user's message	Off by default. Turn on to show your prompt text in the conversation.
Show completion	On by default. Shows the agent's response in the conversation.
Model	Which LLM answers the prompt. Defaults to `claude-sonnet-4-5`. OpenAI models are not supported and are switched to an Anthropic model automatically.
Max steps	How many tool call steps the agent can take before it must respond. Defaults to 20, which is also the maximum.
Chat title	Optional. Name for the created conversation. A title is auto generated if left blank.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`conversation`	`object`	A reference to the conversation where the message was sent	`{{nodeId.conversation}}`
`conversation.id`	`string`		`{{nodeId.conversation.id}}`
`conversationLink`	`string`	A clickable link to the created conversation in AskElephant	`{{nodeId.conversationLink}}`
`aiCompletion`	`string`	The LLM completion that was sent to the conversation	`{{nodeId.aiCompletion}}`

Example Workflow

Before a renewal call, an agent reads the meeting's company context, searches Plain for that company's recent support threads, and posts a summary of open issues back into the conversation for the rep to review.

Copper Agent
HubSpot Agent Action
Universal Agent

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.