Introduction

Tools extend what your assistant can do during a conversation. Out of the box, the assistant answers from your knowledge. With tools, it can also take actions and fetch live data — for example, look up an order’s current status, check stock, or send an email — by calling an HTTP request you configure or by sending email from your verified sender. Tools are defined once at the organization level and then assigned to the assistants that should use them. When a shopper’s question matches what a tool does, the assistant calls the tool, uses the response, and continues the conversation naturally.

​

How tools work

• A HTTP tool describes an HTTP request: a URL, method, headers, and parameters the assistant fills in.
• The email tool sends email from a sender you have set up.
• You test a tool before it goes live, so you know the request and response are correct.
• You assign a tool to each assistant that should use it. Once assigned, the assistant decides when the tool is relevant and calls it on its own during a chat.

​

Two ways to build a tool

On the platform, open Tools and select New tool. From there you can:

• Start from scratch by choosing a type — HTTP Request or Email.
• Start from a ready-made template, such as Shipment tracking, Lead capture, or Handover to support, and adjust it to your needs.

​

Credentials and security

Tools often need to talk to authenticated systems. Keep credentials out of the tool definition itself:

• Secrets store API keys and other sensitive values that tools reference without exposing them in plain text. See Settings › Secrets.
• Auth connections handle authentication — including OAuth — so a tool can act against a third-party service on your behalf. See Settings › Auth Connections.

​

Availability

​

Next steps