Configure Tools in Agent Copilot
Updated
Tools are reusable micro-actions that power your Copilot's capabilities. Each tool can be used independently or combined within tasks to create complex workflows.
Steps to Configure Tools in Agent Copilot
Follow these steps to configure Tools in Agent Copilot:
1. Access Tools Record Manager
Follow these steps to go to the Tools Manager in Agent Copilot:
Navigate to AI+ Studio from the Sprinklr launchpad.
Click the Manage Copilots card.
On the Choose Your Copilot screen, select the Agent Copilot under the Sprinklr Service tab.
The Agent Copilot Record Manager screen opens. Select the Copilot in which you want to configure a Tool.
On the "Manage your Copilot" screen, click the caret (expand) icon corresponding to the "Define Tasks and Tools" section.
Navigate to Tools and click the View button.
2. Add a Tool
On the Tools record manager window, click the + Add Tool button in the top right corner.
A dropdown displays all available tools, organized by category.
Choose the tool that fits your use case from the dropdown.
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 in Agent Copilot
The following table lists available tools, their categories, and descriptions:
Tool | Category | Description |
Context Capture | Foundational | Captures context from bot conversations and stores it in a variable or Custom Field. |
API | Foundational | Allows the AI Agent to call external systems or services using APIs. For configuration details refer to API Tool. |
FAQ | Foundational | Retrieves answers from training content using Retrieval-Augmented Generation (RAG). For more details, refer to FAQ Tool in Agent Copilot. |
Macro | Advanced | Executes pre-defined macros to automate workflows. For configuration details refer to Macro 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.
Tools are the building blocks of your Copilot’s functionality. As reusable micro-actions, they can be configured once and applied across different tasks to handle a variety of use cases. You can use them independently for simple actions or combine them within tasks to design complex, automated workflows. By configuring tools effectively, you ensure that your Copilot delivers consistent, reliable, and scalable support to agents and end users.