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.
Steps to Configure Tools
Follow these steps to configure tools in your AI Agent:
Open AI Agent Studio
Navigate to AI Agent Studio from the Sprinklr Launchpad.
In the AI Agent window, select the AI Agent you want to configure.
Access Tools Manager
Expand the Build section by clicking the caret icon in the Manage pane.
In Tools section, click the View button. The Tools Record Manager opens.
Add a Tool
Click + Add Tool in the top-right corner of the record page.
The Create Tool window displays all available tools, organized by category.
Select and Configure a Tool
Choose the tool that fits your use case from the screen.
Configure the tool as per the detailed setup instructions linked in the table below.
Once saved, the tool appears in the record manager.
You can add multiple tools to the same AI Agent.
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 |
Additional Features
Click the vertical ellipses (⋮) button to access additional options. The following options are available:
Edit: Update tool configuration.
Add Tags: Organize tools with tags for easier discovery.
Delete: Remove the tool from the AI Agent.
Filtering and Tagging
Use the Tool Type filter to view tools by category.
Use Tags to refine the tool list further.
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.