Connected tools

Give the agent explicit connected actions for requests that require an external system.

How it works

1. 01

   When to use

   When to use. A customer request needs an external result or action, such as a permitted store lookup.

2. 02

   Set up the tool

   Set up the tool. Add an available tool, choose its saved connection, name it clearly and enable it. Credentials remain in protected connection settings.

3. 03

   Example instruction

   Example instruction. Use this order lookup only when the customer provides the required identifier. Ask for missing information, then report the actual lookup result.

4. 04

   Context and targets

   Context and targets. Use $ for permitted contact values and @ for supported linked targets or knowledge bases. Writing an unsupported action in instructions does not create a new tool.

5. 05

   What happens

   What happens. The model requests an available action; the application validates and executes it using the selected connection, then returns the result.

6. 06

   Remove and verify

   Remove and verify. × removes only this agent’s tool binding, not the shared connection. Save to apply changes and use the agent preview to inspect action results before testing customer traffic.

What to verify