Tool Templates

Tool templates in HALO are designed to streamline your workflow and enhance the efficiency of your AI agents by providing ready-made solutions for common tasks. Before creating a new tool, check if a suitable template already exists to save time and effort.

The Tool Library will be expanded continuously. If you have suggestions for tool templates, feel free to ask your customer success manager!

Accessing Tool Templates

1. Find Tool Templates:

   • When adding a new tool, choose ‘Import from Template’ instead of ‘Add New Tool.’

     

   • This option provides access to a range of pre-existing templates.

2. Search and Select

   

Customizing the Template

• Once a template is selected, customize it to ensure seamless communication with your data.

  • Tip: Locate these details in your system’s API documentation. Seek assistance from your IT department if needed.

  • For example

    

• Click ‘Import’ to finalize the setup.

Testing the Customized Tool

Once you have entered the necessary details and saved the tool, it will appear among your existing tools. Follow these steps to ensure it functions correctly.

1. Configuration

   • Confirm that the correct input parameters are set for the tool to function properly within an agent.

2. Conducting Tests

   • Use the play button at the bottom to test the tool.

     

   • Enter the input parameters and click ‘Run & Debug’.

     

   • A successful operation will display green checkmarks at each step, confirming that the tool is working correctly.

     

3. Verify in your system:

   • Verify that the tool performs as expected in your system. For example, if you are testing a 'Cancel order in Shopify' tool, check in Shopify to confirm that the order has been canceled.

Integrating the Tool

Upon successful creation and testing, the new tool will be ready for integration into your AI agents, maximizing functionality with minimal setup time.

This guide demonstrates the ease of utilizing tool templates in HALO, helping you enhance your operational workflows effortlessly. By taking advantage of these templates, you can quickly and efficiently augment your AI capabilities.