Manage tools

Manage Mark (Optimizely Agent Platform) tools and tool registries to control which capabilities Mark chat and agents can call. Use these settings to limit Mark chat to approved tools, give agents broader access, and keep registries in sync. A tool is a discrete capability Mark can call. A tool registry groups related tools so you can manage them as a set.

For a full summary of the Tools tab and what each column means, go to the Tools tab overview.

Find a tool when you need to activate it, enable it for Mark chat, or check its availability to agents. Use the search and filters to narrow a long tool list to a specific tool or provider.

Find a registry when you need to sync it or delete a registry you no longer use. Use the search and filter to narrow a long registry list to a specific registry.

Toggle Instance on to let Mark chat and agents call the tool. Toggle Instance off to make the tool unavailable to everyone in your instance.

Turn off a tool you do not want Mark to use for you, without changing it for anyone else. Use this setting to keep tools you never need out of your chats and agent runs.

When For Me is off, the tool is unavailable in the following places:

In the Add Tools picker for an agent, a tool that is off for you displays, but you cannot select it. The picker displays Disabled for you.

Toggle For Me on in Connectors > Tools to restore the tool. If the toggle is unavailable, an administrator deactivated the tool for the instance. A locked system tool also has an unavailable toggle.

Toggle Chat on to let Mark chat call the tool. Toggle Chat off to block Mark chat from calling the tool while still letting agents call it.

Sync a tool registry to pull in tools that you or Optimizely have added since the last sync. Without a sync, Mark cannot access tools added after the last sync.

Delete a tool registry to remove a custom registry and all of its tools from your Mark instance. You cannot undo a deletion.

You cannot delete Optimizely-managed registries.