🚀 More control, fewer manual steps

AI agents aren’t just another automation tool—they’re intelligent, adaptable, and built to handle real business complexity. The difference? They don’t just execute tasks; they adjust, learn, and act based on live business conditions.

This month, we’re looking at how easy it is to build with AI agents today. From automating ITSM to optimizing sales with AI, every update we’re shipping is designed to help AI plug into the way you build—right now. And as always, the best insights come from the community—this time, tackling one-click workflows and smarter authentication handling.

Let’s get into it.

🛠 Build & deploy AI agents

🚨 April 3 and April 17 — ITSM Agent Workshops: Be among the first to deploy an ITSM agent that automates ticket handling, resolves issues, and takes action. This session covers setup, deployment, and integration into your existing systems. Limited space available. Register now!

🔧 April 9 — AI Agent Workshop: Back by demand! Get hands-on with building and integrating an AI agent in this technical session. Walk away with a working agent, ready to use in production. Register now!

⚡ AI agents in action

🔥 Did you miss our deep dive on Merlin Agent Builder? Catch this fireside chat with Zuora CIO Karthik Chakkarapani and Tray CEO Rich Waldron on how AI-driven automation is replacing legacy systems. Plus, Tray CTO Alistair Russell walks through a live ITSM agent demo, showing how AI agents can take action beyond simple responses. Watch the replay.

🔍 Sales agent spotlight Trayer Niels Fogt built a Salesforce-powered AI agent that automates CRM updates, logs call insights, and pulls real-time data—eliminating manual data entry so sales teams can focus on selling. Watch the video.

🔧 Builder updates – more power for your AI workflows

Not everything is AI… yet. But every builder needs flexibility and control when connecting systems and automating workflows. This month’s updates focus on API adaptability and faster testing, making it easier to iterate and scale automation.

More API flexibility

• You can now disable Strict Mode in API Operation triggers, allowing JSON payloads to pass through even if fields aren’t pre-defined in the schema.
• This enables more adaptable integrations—especially when handling dynamic or evolving API responses.

Instantly test workflows with mock data

• No need for manual trigger events—now you can simulate any trigger condition using mock trigger output data.
• Added Raw JSON input, giving builders full control over test data. Use:
• Available for non-manual triggers, including:

✅ Alert ✅ API Operation ✅ Callable ✅ Email ✅ Form ✅ Schedule ✅ Webhook

🔥 Builder community pro tips

Skip the submit button: Capture responses instantly with Form Trigger scripts

Need to capture user responses without requiring a manual form submission? Instead of making users click a button, you can embed their response in a link, trigger a workflow instantly, and dynamically update the page—no extra steps needed.

💡 Pro tip: Use query parameters + JavaScript for a smooth experience.

• Pass query parameters (e.g., contactID=123&sentiment=positive) directly in the link URL.
• Use a Tray Form Trigger to detect the values on page load—no need for user interaction.
• A simple JavaScript snippet reads the parameters, sends data via AJAX to a webhook, and updates the page with a confirmation message.
• No UI friction, no extra clicks—just an instant response capture.

📺 Watch the walkthrough here.

✅ Why this matters:

• Reduces friction for users—they don’t have to fill out a form manually.
• Makes automation more responsive to real-time user actions.
• Works well for CSAT surveys, approvals, and any workflow needing quick input.

Keep embedded native config values in sync when authentication changes

When authentication changes, you may need to adjust config values dynamically to keep everything in sync. AUTH_SLOT_VALUE_CHANGED is designed to handle authentication updates separately from configuration changes — giving you full control over how values update.

💡 Pro tip: Keep config updates aligned with authentication changes.

• The AUTH_SLOT_VALUE_CHANGED event only fires if the authentication UI is on the same screen as the custom JavaScript handling the update.
• If an auth is edited instead of replaced, the event doesn’t trigger by default — this prevents unintended config changes. 
• When using this event, add jsonSchema to maintain consistent updates.

🛠 Example Implementation:

✅ Why this matters:

• Gives builders control over how authentication updates affect configs.
• Prevents unexpected changes — config updates only happen when explicitly set. 
• Creates predictable behavior when managing authentication-driven settings.

🎉 In case you missed it

🏆 Tray wins TheCUBE Innovation Award! Tray Universal Automation Cloud has been recognized as the Most Innovative Automation Product in the CUBE Tech Innovation Awards. Catch our co-founders, Rich Waldron and Alistair Russel, in their interview where they discuss AI’s impact, composability in automation, and what’s next.

🔗 Quick links for builders

• Join the Tray Community
• Product Release Notes
• Developer Portal

What are you building this month? Add your projects in the comments and connect with fellow builders! 🚀