Tools let a worker interact with external systems. They are usually grouped into toolkits, such as a provider or service-specific collection of actions.
Tools are powerful because they let a worker move beyond answering questions and actually do work in connected systems.
Depending on the connected application, tools can let a worker:
- Read records or messages
- Search external systems
- Draft updates
- Send messages
- Create or edit records
- Upload or download files
- Trigger provider-specific actions
A toolkit is a group of related tools. For example, a toolkit might contain several actions for one provider or one business system.
In the skill tree, toolkits show which groups of tools the worker can use.
Required applications
When a worker needs external tools, the required application appears in the sidebar’s Applications section. Connect the application before expecting the worker to use those tools successfully.
Security and approvals
Tool behaviour is governed by the worker’s Tool approval policy in Settings.
Policies can allow, ask, or block categories such as reads, writes, external sends, destructive actions, and credential-related tools. Saved tool rules can override the default policy for specific tools.
Be careful with tools that send external messages, edit production data, manage credentials, or delete records. Use approval-first or restricted policies for sensitive workers.
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