Configure tools for the AI assistant

The tools you created can now be selected in the AI settings, giving your AI assistant more powerful capabilities. This guide explains how to assign the tools you created to a specific AI assistant.

1. Go to AI assistant settings

First, please go to the "AI Features" section on the left navigation bar, then click "AI Assistants". This will display a list of all AI assistants created in your account.

AI 助理列表頁面
Find the AI assistant you want to configure tools for

2. Select the AI assistant to configure

In the AI assistant list, find the assistant you want to configure tools for and click the "Edit" button to enter that assistant's detailed settings page.

編輯 AI 助理按鈕
Enter the settings page for a specific AI assistant

3. Switch the AI assistant's Q&A mode

On the AI assistant's settings page, switch to the "Q&A Mode Settings" page option.

  • Check: Confirm whether the currently selected mode is "Agent mode"

  • Change: If it is not currently Agent mode, pleasetoggleit to Agent mode.

選擇 Agent 模式
Ensure the AI assistant is set to Agent mode to use tools

4. Switch to the tool configuration page

On the AI assistant's settings page, find the page option for "🔧 Tools".

AI 助理設定中的工具頁面
Find the tool configuration page

5. Choose tools to enable

On this tool configuration page, click the "➕ Select Tools" button in the top right corner to open the list of pre-built tools and perform the following actions.

  • Actions:

    1. Browse the list to find the tools you want this AI assistant to be able to use.

    2. Check the checkbox next to the tools you want to enable.

    3. You can choose any number of tools based on the AI assistant's tasks and needs.

直接選擇工具介面
Directly check the tools you want this AI assistant to use

Tip: Make sure to configure only the tools that the AI assistant actually needs and is authorized to use. Configuring too many unrelated tools may affect the AI's judgment accuracy and response efficiency.

6. Review selected tools

After checking, you can reconfirm the tools configured for the AI assistant to ensure the correct tools are assigned.

已選工具概覽
Confirm the correct tools have been configured for the AI assistant

7. 💾 Save AI assistant settings

After completing the tool selection,be sure toclick the "Save" button to save the changes you made to the AI assistant's settings.

儲存 AI 助理設定按鈕
Click "Save" to apply the tool configuration changes

Now, your chosen AI assistant has the ability to use these enabled tools. When interacting with that assistant, if relevant scenarios are triggered, the AI will attempt to call these tools to complete tasks or retrieve information.

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