What are Tools?
Agents created using the Assistants API can be equipped with tools that allow them to perform more complex tasks or interact with your application.- Transfer calls or end calls
- Access external data or APIs
- Trigger workflows in your business systems
- Send SMS messages, update records, and more
Setting Up a Custom Tool
You can create a custom tool action directly from the Oration AI dashboard. Here’s how to use the Create Action form:
Field Explanations
- 
Name
 The name of your tool action. Choose something descriptive (e.g., “Get Weather”, “Update CRM Contact”).
- 
Method
 Select the HTTP method for your API call. Options:GET,POST,PUT,DELETE,PATCH,OPTIONS,HEAD.
- 
Description
 Briefly describe what this tool does. This helps you and your team understand its purpose.
- 
Url Template
 The endpoint your tool will call. You can use variables if needed (e.g.,https://api.example.com/users/{{userId}}).
- 
Body Template
 (Optional) The request body to send with your API call. Use this forPOST,PUT, orPATCHmethods.
- 
Speech During Execution
 (Optional) What the agent should say while the tool is running (e.g., “Let me check that for you…”).
- 
Speech After Execution
 (Optional) What the agent should say after the tool finishes (e.g., “I’ve updated your information.”).
- 
Is Async
 Enable this if you want the function to run in the background, such as uploading results silently.
- 
Schema
 Provide a valid OpenAI-compatible JSON schema describing the parameters your tool expects.
Example Use Cases
- Updating CRM records during a call
- Sending follow-up SMS after a conversation
- Fetching product information from your database
Best Practices
- Use clear, descriptive names and descriptions for each tool.
- Test your API endpoints before connecting them to your agent.
- Use the speech fields to keep users informed during longer operations.
- Keep your JSON schema up to date for accurate parameter validation.
Default Tools
Learn about built-in call control and transfer tools.
Custom Tools
Create your own API integrations for your agents.
Need more help? Reach out to our team at developers@oration.ai