1. How do I use Connectors in AI Agent Studio?
  2. Create a Tool for Your Connector

7Create a Tool for Your Connector

Now that you've created and verified the connectors for your data sources, you can use these connectors in your AI agent by creating a tool for each of your connectors and adding the tools to your AI agent team.

To create a tool for your connector:

  1. Go to Tools > AI Agent Studio.
  2. Click the Tools tab.
  3. Click Add.
  4. For Tool Type, select Connector.
  5. For Tool Name, enter a name of your choice. For example, Vision SharePoint Tool.
  6. For the Tool Code, retain the autogenerated key. For example, VISION_SHAREPOINT_TOOL.
  7. Select a Family. For example, CX.
  8. Select a Product. For example, Service.
  9. For Description, enter a description. For example, Use this tool to answer questions using SharePoint content.
  10. In the Connectors section, click Add.
  11. Search for your connecter, for example "Vision SharePoint Connector", and click Add.
  12. In the Filters section, add the required filters to extract relevant content. Filters specified here will be applied to every search performed.
  13. Click Create.