Give the AI tools to look things up
Let the AI assistant call your own system — check an order, a booking or stock — and answer the customer with the real result.
Who can do this: Owner and AdminPlan: Business and Enterprise (and the free trial)Where: AI Agents → Setup → Tools
A tool lets the AI assistant ask your own system a question while it’s chatting — “where is order A1234?”, “is 4 pm free tomorrow?” — and reply with the answer.
Add a tool
- Go to AI Agents → Setup and scroll to Tools.
- Click Add a tool.
- Fill in:
– Name — short, no spaces, e.g.check_order.
– When should the AI use it? — one sentence, e.g. Look up an order’s delivery status by its order number.
– Address — your system’s URL. Put inputs in double braces:https://shop.example/api/orders/{{args.order_id}}.
– Inputs the AI must get from the customer — e.g.order_id= The order number, e.g. A1234. The AI asks the customer for anything missing.
– Headers — for exampleAuthorization: Bearer …if your system needs a key. - Save, then try it in the AI playground.
The AI only reads what your system sends back; it can’t change anything unless your address does. Keep answers short (status, date, amount) for the best replies.
Tools you added keep working if you move to the Pro plan. Adding new ones needs Business.