Creating an action
1
Name it
Tool name — lowercase letters, numbers and underscores, starting with a letter:
check_stock. This is the name the agent calls. Built-in tool names are refused.Group is optional and only organises this list.2
Say when the agent should call it
When should the agent call this? is the sentence the agent reads to decide. Be specific about what the action returns and when it is the right call — this field does more work than anything else on the form. At least ten characters; it is not optional.
3
Point it at your endpoint
Pick the method —
GET, POST, PUT, PATCH or DELETE — and give the URL. Use {name} for a path parameter: https://erp.example.com/stock/{sku}.The endpoint must be reachable on the public internet over https. Private, internal, loopback and cloud-metadata addresses are refused when you save and again on every call.4
Declare the parameters
Each parameter has a name, a type (
string, number or boolean), a location (query, body or path), a required tick, and a description written for the agent — “the product SKU, exactly as printed on the label”. Up to twelve.Values are encoded into the query string, the path or a JSON body, never spliced into a raw string — a value containing &, / or a quote cannot invent a second parameter or break your body.5
Add your credentials as headers
Header name and value, up to ten. Values are encrypted at rest and never shown again — editing an action later, leave them blank to keep what is saved.
Host, Content-Length, Connection, Transfer-Encoding, Cookie and User-Agent cannot be set.6
Save, then test
Available to the agent is the switch beside Save action. An action that is off stays configured but is never offered.
Testing one
Test this action on the action’s row opens a small form — one box per declared parameter — and Run makes the call for real. The panel shows exactly what the agent would see, which is the useful thing: a 200 with an unreadable body is a failure from the agent’s point of view even though the request worked. The row then carries the outcome of the most recent call, whether it came from a test or from a live conversation: Last call succeeded (HTTP 200), or the error in full.Which agents may call it
The control at the top of the tab works exactly like the one on Knowledge:- Everything — this agent may call every enabled action in the workspace, including ones added later.
- Only these — tick the actions it may call. New actions are not added automatically, and an empty selection means the agent calls none.
Limits and behaviour
If a call fails, the agent is told it failed and instructed not to invent a result: it says it could not check and offers to have somebody follow up. It is never told your tool names, your arguments or your errors in a message to a customer.