Tools
What tools are and how they give your agents capabilities.
What is a Tool
A tool is a capability you assign to your agent so it can perform actions during a conversation. Without tools, the agent can only chat. With tools, it can search data, generate reports, send messages, connect to external systems, and more.
Tool Types
| Type | Description | Example |
|---|---|---|
| Query | Searches for information in your data collections | Search for a device by serial number, look up a customer's history |
| Action | Executes functions within your system | Generate a PDF report, assign a task, locate staff |
| HTTP | Connects to external APIs and web services | Call a REST API, query an external service |
Create a Tool
- Go to Tools in the sidebar.
- Click Create Tool.
- Complete the configuration:
| Field | Description |
|---|---|
| Name | Unique identifier (no spaces, e.g., search_device) |
| Description | Explains what the tool does. The agent uses this description to decide when to use it. Includes an Optimize with AI button |
| Type | Query, Action, or HTTP |
| Parameters | Data the agent requests from the user to execute the tool |
| Messages | Configurable response messages: success, error, and fallback |
| Async | Toggle to execute the tool asynchronously |
Name and Description
The name is the technical identifier the agent uses internally. It must start with a letter and can only contain letters, numbers, hyphens, and underscores.
The description is crucial: the agent reads it to decide when to use the tool. Write a clear, specific description. You can use the Optimize with AI button to improve it automatically.
Parameters
Parameters define what information the agent needs to ask the user for before executing the tool. Each parameter has:
- Name — Parameter identifier (e.g.,
serial_number) - Type — string, number, boolean
- Description — What this data represents
- Required — Whether the agent must obtain it
Response Messages
Each tool has three configurable messages the agent uses to communicate the result to the user:
| Message | When it is used |
|---|---|
| Success | When the tool executes successfully |
| Error | When an error occurs during execution |
| Fallback | When no results are obtained or the response is empty |
Asynchronous Execution
The Async toggle allows the tool to run in the background without blocking the conversation. Useful for operations that may take longer, such as slow HTTP calls or report generation.
Assign Tools to an Agent
Tools are assigned during agent creation or editing (WhatsApp or email). An agent can have multiple tools assigned.
The agent automatically decides when to use each tool based on the conversation and the tool's description.
Automatic Parameter Suggestion
When creating a Data query tool, you can use the automatic suggestion feature. When you select a collection, the system automatically suggests:
- A descriptive name for the tool
- A contextual description
- Parameters based on the collection's fields
This speeds up creation and ensures the parameters match the available data.
Alarm and Event History
Complete record of all past events with filters by period, source, and severity. Essential tool for root cause analysis and compliance.
Query Tool
Query tools connect the agent to your data collections. The agent can find equipment specs, maintenance history, spare parts inventory, or any stored data — using smart search or exact match depending on the field.