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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

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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: Post Call Analysis

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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 for POST, PUT, or PATCH methods.
  • 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.

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Example Use Cases

  • Updating CRM records during a call
  • Sending follow-up SMS after a conversation
  • Fetching product information from your database

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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.
Need more help? Reach out to our team at [email protected]