Tools

Owned by Marion Cargill
Last updated: Nov 20, 2024
5 min read

Agents can use tools to carry out specific tasks, from simple ones that facilitate interactions between the user and the agent (such as asking clarification questions) to more complex ones that allow the user to interact with an external API (such as getting information about a ticket in Jira for example).

Adding a tool to an agent is not mandatory but it can be beneficial depending on your use case. Agents without any tools will only use the selected LLM model to generate an answer.

Tools and use cases

Our platform provides a range of tools applicable to various use cases. In this section, we will offer recommendations on which tools to use based on specific use cases. Please refer to the following section for more information about the tools mentioned below.

Information retrieval

Information retrieval is one of the most useful tasks that an agent can carry out. Indeed, whether you want to get the latest information about a subject or you want to get the answer to a specific question from your internal data, information retrieval is a key feature to integrate with your agents.

Recommended tools:

  • Web search + Web page content: Get the latest information about any subject by searching the web to enable your agents to answer any question from a user.

  • Excel - Read content: Retrieve data from an Excel file for further processing by your agent.

What about retrieving information from my internal data?

To enable your agents to search in your company’s data (such as FAQs, documentation, etc.) or even specific websites and answer users' queries, you only need to create data sources and link those data sources to your agents.

Combine your data sources with a well-written prompt to enable your agent to retrieve your internal information and answer any related questions.

Read our documentation on data sources to learn what type of data you can leverage.

General productivity

You can boost your everyday productivity by adding these tools to your agents:

  • Calculator: Allows your agent to answer any calculations given by a user.

  • Get weather: Allows your agent to retrieve weather information given a place and date.

Content creation and management

Improve your content creation and management with these dedicated tools:

  • Confluence tools: Destined to teams using Confluence, this toolset allows your agents to create, edit, and search for pages within a Confluence space.

  • PowerPoint tools: Enables your agents to create PowerPoint documents and add slides.

  • Chart generation: Enables your agents to generate a chart according to the data given by the user.

  • Excel - Create file + Excel - Write content: Enables your agents to create a new Excel file and write content in its cells.

Sales

Save time for sales-related tasks by adding these tools to your agents:

  • Excel - Fill RFP Sheet + Excel - Read content: Ideal for an agent dedicated to the processing of RFPs, this combination of tools enables your agents to retrieve your RFP data from an Excel file and to fill the sheet of an RFP (Request for Proposal) document in the Excel format.

Predefined tools

Common tools

Name

Description

Name

Description

Ask user

Allows the agent to ask the user a specific question without interrupting its reasoning.

Ask user choice

Allows the agent to ask the user to choose between several options without interrupting its reasoning given a query and a list of options.

Talk to live agent

Allows the agent to connect a user with a live human agent.

Calculator

Allows the agent to perform calculations.

Get weather

Allows the agent to fetch information about the weather given a city name and a date.

Chart generation

Allows the agent to generate a chart (line, bar, or pie chart) using the information given by the user:

  • list of categories/values of the x-axis

  • list of values of the y-axis

  • name of every list of values of the y-axis

  • title of the x-axis

  • title of the y-axis

  • title of the chart

  • type of the chart: line, bar, or pie.

Excel - Create file

Allows the agent to create a new Excel file.

Excel - Fill RFP sheet

Allows the agent to fill a sheet of an Excel RFP given:

  • the path of the Excel file

  • the sheet name

  • the list of columns to use as content

  • the column where to write the answers

  • the list of the line numbers where an answer is not needed including the headers.

Excel - Read content

Allows the agent to read the content of an Excel file given its path.

Excel - Write content

Allows the agent to write content in the cell of an Excel file given:

  • its path

  • the sheet name

  • the cell name

  • the content to write in the cell.

PowerPoint

PowerPoint - Create file

Allows the agent to create a new PowerPoint presentation.

PowerPoint - Add double text slide

Allows the agent to add a slide with two text columns to a PowerPoint presentation given:

  • the path of the PowerPoint file

  • the title of the slide

  • the content to add on the left of the slide

  • the content to add on the right of the slide.

PowerPoint - Add image slide

Allows the agent to add an image slide to a PowerPoint presentation given:

  • the path of the PowerPoint file

  • the title of the slide

  • the local path of the image to add.

The given image path must be a local path and not a URL.

PowerPoint - Add single text slide

Allows the agent to add a slide with one text column to a PowerPoint presentation given:

  • the path of the PowerPoint file

  • the title of the slide

  • the content to add to the slide.

PowerPoint - Add title slide

Allows the agent to add a title slide to a PowerPoint presentation given:

  • the path of the PowerPoint file,

  • the title of the slide

  • the subtitle of the slide.

Web

Web search

Allows the agent to search the web to gather the latest information about a user’s question.

Web page content

Allows the agent to get the full content of a specific webpage given its URL.

Advanced tools

Tools for Atlassian Confluence

You must possess an Atlassian account to allow your agents to use the Confluence tools. Make sure you have created Atlassian credentials with this account in Admin > Credentials.

Name

Description

Name

Description

Confluence - Get spaces info

Allows the agent to get the names and keys of all the spaces in Confluence.

Confluence - Get page info

Allows the agent to get the details of a page in Confluence given:

  • a Confluence space key

  • the exact page title.

Confluence - Create page

Allows the agent to create a new page in Confluence given:

  • a Confluence space key

  • the exact page title

  • the content to add to the page.

Confluence - Edit page

Allows the agent to edit the content of a page in Confluence given:

  • a Confluence space key

  • the ID of the page to edit

  • the new page title

  • the new content for the page.

Confluence - Filter pages

Allows the agent to search and filter pages in a given space according to the given Confluence space key and the following metadata:

  • Page title

  • Author

  • Date (creation or update / before or after)

  • Label

  • Status (current, archived, draft).

Tools for ServiceNow

You must possess a ServiceNow account to allow your agents to use the ServiceNow tools. Make sure you have created ServiceNow credentials with this account in Admin > Credentials.

Name

Description

Name

Description

ServiceNow - Catalog item details

Allows the agent to extract the variables and technical values of a ServiceNow catalog item by its ID.

ServiceNow - Catalog item order

Allows the agent to create an order for an item of the ServiceNow catalog given the variables and the catalog item ID.

ServiceNow - Create ticket

Allows the agent to create a ServiceNow ticket given:

  • the title of the ticket

  • the description of the ticket

  • the category of the ticket

  • the urgency of the ticket

  • the impact of the ticket