This page is best set up with help from a developer. You need an API address and, usually, a key.
How it works
- You describe the tool and what it is for.
- During a chat, the agent decides if the tool fits the question.
- It collects any details it needs, such as an order number.
- It calls your API and uses the result in its reply.
Add a tool
1
Open custom tools
Go to the AI section, then Tools, then custom tools, and add a new tool.
2
Describe the tool
Give it a clear name and say when to use it. For example: “Look up the delivery status of an order. Use when a customer asks where their package is.”
3
Enter the request details
Choose the request type and enter your API address.
4
Set up authentication
Pick how your API checks who is calling, and add the key or token.
5
Add headers (optional)
Add any fixed headers your API needs.
6
Define the inputs
For each input, give a name, say whether it is required, and explain where the agent can find it, such as “the order number the customer mentions.”
7
Describe the response (optional)
Explaining what your API returns can help the agent read it correctly.
8
Save and switch it on
Only active tools are used. You can switch a tool off without deleting it.