Configuring Tools in an AI Agent

Updated 

Tools are essential components that allow your AI Agent to perform specific actions during user interactions, system triggers, or workflows. Each tool acts as a micro-action that the AI Agent can execute. For example, tools can automate processes, retrieve or update data, send messages, or seamlessly route interactions to a human agent.

By configuring tools, you can extend your AI Agent’s capabilities, making it more flexible, adaptive, and efficient in delivering value to end users.

Add a Tool to an AI Agent

  1. Click the New Tab icon.

  2. Under the Sprinklr Service tab, select Persona Apps, then open AI Agent Builder.

  3. From the AI Agent list, open the AI Agent to which you want to add a tool.

  4. Click the Caret (▾) icon next to Build.

  5. Navigate to Tools and click View.

Add a New Tool

  1. In the Tools window, click Add Tool in the top-right corner.

  2. Select the required Tool Category.

  3. Select the tool from the dropdown list.

  4. Review the configuration and add the tool to the AI Agent.

Note: Tool names cannot contain spaces. If a space is included while entering the Tool Name, the system will display a validation error and prompt the user to update the name before saving.

The tool is now available for use within tasks and workflows.

To quickly locate tools:

  • Use the Tool Type filter in the Tools window.

  • Select a category to view tools associated with that category.

Supported Tools

The following table lists available tools, their categories, and descriptions:

Tool

Category

Description

Context Capture

Core

Captures context from bot conversations and stores it in a variable or Custom Field.

API

Integration

Allows the AI Agent to call external systems or services using APIs.

For configuration details refer to API Tool.

Route to Agent

Core

Transfers the conversation from the AI Agent to a human agent.

For configuration details refer to Route to Agent Tool

Handover Function

Route

Enables smooth control transfer between tasks.

For configuration details refer to Handover Function Tool.

Exit Conversation

Core

Marks the AI Agent conversation as complete.

FAQ

Core

Retrieves answers from training content using Retrieval-Augmented Generation (RAG).

For configuration details refer to FAQ Tool.

Publishing

Communication

Sends structured content (publishing assets) to users.

For configuration details refer to Publishing Tool.

Send Message

Communication

Sends direct text or media messages to users.

For configuration details refer to Send Messag Tool.

Macro

Automation

Executes pre-defined macros to automate workflows.

For configuration details refer to Macro Tool.

Model Context Protocol (MCP)

Integration

Integrates advanced model-based context handling into workflows.

For configuration details refer to Model Context Protocol Tool.

Processing

Automation

Simplifies API responses by converting them into readable format.

For configuration details refer to Processing Tool.

Dialogue Tree

Core

Creates structured conversational flows using nodes and branches.

Task as a Tool

Route

Embeds an existing task as a callable tool within the AI Agent.

For configuration details refer to Task as a Tool.

Composite

Automation

Combines multiple tools into a single action.

For configuration details refer to Composite Tool.

Deflection

Automation

Redirects users to self-service options before agent escalation.

For configuration details refer to Deflection Tool.

Get Record

Processing

Retrieves records from a connected system or database.

For configuration details refer to Get Record Tool.

Schedule

Integration

Executes tasks or messages based on a defined schedule.

For configuration details refer to Schedule Tool

Filter Tools by Category

You can filter the list of tools based on their category to quickly locate specific tools.

To apply a filter:

  1. Open the Tools window.

  2. Use the Tool Type filter.

  3. Select a category to display only the tools associated with that category.

Filtering helps streamline tool selection, especially when working with a large number of tools.

Configuring Tools is a key step in extending your AI Agent’s capabilities. By selecting and setting up the right tools, you can automate tasks, integrate external systems, and create seamless handoffs between agents and workflows. Use categories and tags to organize tools effectively and ensure your AI Agent is equipped to handle a wide range of interactions with precision and efficiency.