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Custom tools let an agent collect information for a business task and optionally call an external API. Prepare the task, the information needed, and the expected result before creating one.
1

Open custom tools

Open the agent’s Connect page and the Custom tool card. Select Add a tool.
2

Describe the task

In What should it do?, describe when the tool should run and what information it should collect. Select Generate, or use Add manually to configure it yourself.
3

Review the collected information

Check Name, Description, and What to collect. Review each field and any alternative choices. Enable Notify a human after using this tool only when the task should be handed to your team.
4

Configure an API call only if needed

Leave Call an external API off for information collection alone. If the task requires an API, use the setup below before saving.
5

Save and verify

Select Save and confirm the tool appears in the list. Check Enable tool, then test the intended request in Preview using harmless data. Confirm the collected information and expected handoff or external result.

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Optional external API

Ask the person responsible for the destination system for its HTTPS address, method, required inputs, and permitted operations. Do not guess these settings. Configure Method, Base URL, Parameters, Headers, and Body as required. Keep credentials only in the dedicated header fields, never in the description, knowledge, or examples. Existing saved header values are not displayed; Replace changes the saved header set. Send test sends a real request. Use a safe destination and test values; it can create or change records. After testing, use Data access to choose Full data access or Limited data access and select only the response fields the agent should see. Save the reviewed configuration.

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Maintain a tool

Open the tool to edit it. Turn Enable tool off to stop its use without deleting the configuration. Delete tool removes it; this does not reverse actions already completed in an external system. You can add short tool-specific guidance in Knowledge. Keep factual business content separate from instructions about when to use the tool.