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The Platform Actions toolkit (also labeled Platform Management in some places) lets agents perform core EKB operations: invite and manage project members, create and update projects, run web crawlers, and manage Knowledge Base files and settings. There is no API key — the agent acts as the signed-in user, with the same project permissions that user has. Add it on the agent Toolkits tab (often used from Autopilot Build mode), then reference tools with @ when the agent should change project or KB state.

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Prerequisites

  • An agent you can edit
  • The chatting user must have the project roles needed for each action (membership for reads; editor/admin for writes where required)
  • For create/update flows from the Autopilot system project, target a real project (or create one first)

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Available tools

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Project and members

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Web crawlers

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Knowledge Base files and settings

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Use cases

  • Invite teammates to a project and set roles from chat
  • Spin up a project, start a crawler, and check crawl status
  • Upload attachments into the Knowledge Base and confirm processing
  • Adjust KB chunking settings before a large ingest

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Tips

  • Confirm destructive actions (Delete Project, Delete Crawler, Delete KB Folder) with the user first.
  • Confirm roles before inviting or changing membership.
  • Crawling some sites (for example LinkedIn) is blocked; respect crawl size limits.
  • Enrichment and LLM extraction options can consume credits.
  • Invitees must already have EKB accounts.
  • For looking up team members by name/email without changing membership, use Team Info.

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Troubleshooting