Tools

Tools extend what an agent can do during a conversation.

Tools

Tools extend what an agent can do during a conversation.

Two Types Of Tools

The Tools page can show:

  • built-in tools provided by the platform
  • custom tools that you create and manage yourself

You can enable or disable tools per agent, and custom tools can be edited later.

When To Use A Tool

Use a tool when the agent needs to perform an action or fetch live data that should not live in static sources.

Examples:

  • check an order status
  • look up account data
  • fetch structured product availability
  • call an internal HTTP service

Tools vs Skills vs MCP Servers

UseChoose this
The agent needs reusable instructions or behavior guidanceSkills
The agent needs one focused action or HTTP callTools
The agent needs a larger external integration with multiple exposed toolsMCP Servers

Working With Custom Tools

The custom tool flow lets you:

  • create a tool
  • configure its HTTP behavior
  • test it
  • enable or disable it for an agent

Good Custom Tool Workflow

  1. define one clear job for the tool
  2. configure the request method, URL, headers, and body shape
  3. test the tool with realistic inputs
  4. attach it to the right agent only
  5. monitor real usage in conversations before expanding scope

If the tool fails often, reduce the scope of what it tries to do instead of piling more fallback logic into the prompt.

Best Practices

  • keep tool behavior narrow and reliable
  • use sources for stable reference knowledge, not live actions
  • test tools before enabling them broadly
  • monitor tool-heavy voice sessions in Voice Lab if voice is enabled

Skills

Use reusable instructions when the agent needs behavior guidance, not live actions.

MCP Servers

Connect GitHub, Slack, Notion, databases, and external systems.

API Keys

Create and manage keys for chat, retrieve, and ingest use cases.

API Reference

Interactive endpoint docs for chat, retrieval, and source management.

Last updated: August 2026