Custom tools overview
1 min
Optimizely Agent Platform includes powerful default functionality, but every business has unique needs, proprietary systems, and specialized workflows that generic solutions cannot fully address. Custom tools help fill these gaps.
Note
Review the System tools before building a custom tool to avoid duplicating existing functionality.
Building custom tools lets you complete tasks like the following:
- Extend Agent Platform's capabilities – Extend what Mark can do by adding tools that execute actions or pull information from other services, such as exporting a chat to PDF or calculating experiment runtime.
- Integrate with your existing systems – Connect Agent Platform with critical business systems like Customer Relationship Management (CRM) platforms, Enterprise Resource Planning (ERP) systems, analytics tools, data warehouses, or third-party marketing services.
- Automate tasks – Automate repetitive marketing and development tasks. Tools let Mark run workflows based on inputs or conditions, reducing manual effort and errors. Examples include performing calculations, manipulating data, or generating content like images, charts, or formatted documents.
- Enhance user experience – Enhance Mark's responses and actions by making them more accurate, contextual, and personalized. This reduces manual workarounds and switching between Agent Platform and other systems.
- Scale and customize – Scale and customize Agent Platform to fit your organization’s unique needs and goals.
See Create custom tools for next steps.
Note
If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.