AI Agent: Sentiment Analysis & Categorization

Overview

The Sentiment Analysis & Categorization agent reads text from one or more fields in a record and uses your connected AI provider to classify its tone and meaning. The result is written back to an output field of your choice — for example, labelling a response as Positive, Negative, or Neutral, or categorizing a support ticket by type.

You can configure multiple sentiment entries per action, each targeting a different output field and drawing from a different set of source fields. This lets a single action populate several classification fields at once.

Note: This feature requires an AI Connection to be set up in Platform Settings before you can create an AI Agent action. See the AI Connection article for setup instructions.

Prerequisites

Before creating this action, make sure you have:

• At least one AI Connection configured under Platform Settings
• A form with a field to receive the sentiment output (e.g. a text or single-select field)

Creating the Action

Actions are created from the Actions section in your app.

1. In the left-hand navigation, select Actions.
2. Click + Create Action.
3. In the New Action dialog, set Select Action Type to AI Agent. Additional fields will appear.
4. Enter an Action Name (up to 128 characters).
5. Optionally, add a Description.
6. Under Select Form, choose the form this action will run against.
7. Under AI Connection, select the AI connection to use. Connections are managed in Platform Settings.
8. Under Agent Type, select Sentiment Analysis & Categorization. The configuration section for this agent type will appear below.

Configure the sentiment entries and remaining options as described in the Configuration Reference section below.

9. Click Create to save the action. The action configuration editor will open, where you can review and adjust settings.

Configuration Reference

The fields below appear in both the New Action dialog and the action configuration editor after creation.

Action Details

Field	Description
Select Action Type *	Set to AI Agent. Cannot be changed after creation.
Action Name *	A short name to identify this action in the Actions list. Maximum 128 characters.
Description	Optional. A note describing what this action does.
Select Form *	The form whose records this action will process.
AI Connection *	The AI service connection to use. Connections are configured in Platform Settings.
Agent Type *	Set to Sentiment Analysis & Categorization for this agent.

Sentiment Analysis & Categorization

This section defines one or more sentiment entries. Each entry tells the AI which output field to populate and which source fields to read from.

Use the + Add Sentiment Entry link to add additional entries. Use the – button to the left of an entry to remove it.

Field	Description
Output Field *	The field in the form where the AI will write its classification result (e.g. Feedback Type, Overall Satisfaction).
Context Prompt	Optional per-entry prompt to guide the AI on how to classify this specific output. Leave blank to rely on the top-level Context Prompt.
Field Scope *	Controls which fields the AI reads to produce the output. Set to All Fields to include all text fields in the record, or Specific Fields to choose a subset.
Select Fields	Appears when Field Scope is set to Specific Fields. Select one or more fields whose content will be passed to the AI for analysis.

Note: You can configure multiple sentiment entries in a single action. Each entry writes to a different output field and can draw from a different set of source fields.

Context Prompt

An optional free-text field at the bottom of the form that applies to the action as a whole. Use this to provide the AI with background information about your use case — for example, the industry context, expected values, or any classification guidelines that should apply across all sentiment entries.

Per-entry Context Prompts (in the Sentiment Analysis & Categorization section) take precedence over this field for their respective entries. Use the top-level prompt for general instructions that apply to all entries.

Change Record Stage After Execution

A toggle that, when enabled, reveals a Stage dropdown. When the AI agent finishes processing, the record will automatically move to the selected stage.

Field	Description
Change Record Stage After Execution	Toggle off by default. Enable to automatically advance the record to a specific stage once the agent completes.
Stage	Appears when the toggle is enabled. Select the stage the record should move to after the agent runs.