Introduction to tools

What a tool is

A tool connects an agent to an external capability. Knowledge helps answer with information; a tool lets the agent query data or perform an action, such as finding an order, creating a ticket, sending an email, or arranging an appointment.

Create tools under Studio > Tools, then authorize them only for the agents that need them.

Available types

• HTTP Request: queries or changes API resources.
• Webhook: sends an event to an endpoint, usually with POST.
• Email SMTP: sends email to previously authorized recipients.
• Calendar: checks availability and manages appointments within configured hours.

Choose the type for the actual action. A precise name and description help the agent decide when to invoke it.

Recommended lifecycle

1. Create the tool and describe its purpose.
2. Configure only required data and permissions.
3. Save and run a manual test.
4. Review the result under Executions.
5. Authorize it for selected agents.
6. Test a complete conversation before publishing.

Active and authorized tools

An active tool is available in the catalog, but agents cannot all use it automatically. Each agent has its own authorized tools, preventing unnecessary exposure.