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How to Create a Custom Tool for Conversation Summaries

This guide will walk you through creating a custom tool to generate conversation summaries and save them in a custom field for later use in SMS, email, or other applications.

Step 1: Create the Custom Tool

  1. Navigate to your AI Assistant settings.
  2. Select Tools and Abilities.
  3. Click Create Tool and provide the following:
    • Name: Conversation Summary
    • Description: Generates a conversation summary for later reference.
    • Trigger: Call this tool at the end of every conversation to record a summary.
  4. Save the tool for now; we'll come back to it later.

Step 2: Set Up the Automation

  1. Navigate to Automations and create a new workflow:
    • Name it Custom Tool - Conversation Summary.
    • Add a Trigger and select Inbound Webhook.
    • Copy the webhook URL provided and paste it into the custom tool's Endpoint URL field.
  2. Understand the analogy: The endpoint URL is like the address where the tool sends its data.
  3. Define parameters for the webhook:
    • Parameter Name: conversation_summary
    • Description: A summary of the conversation with the user.
  4. Save changes to the workflow.

Step 3: Test and Activate the Tool

  1. Initiate a test by going through a conversation or directly calling the tool using the prompt: "Call the function: conversation_summary."
  2. Select a mapping reference: Choose the correct mapping reference for the parameter (e.g., conversation_summary) in your automation.
  3. Verify the tool works correctly by ensuring the conversation summary is generated and sent to the automation.
  4. Save the trigger in the automation to keep the workflow active.

Step 4: Create and Update a Custom Field

  1. Create a custom field:
    • Field Type: Multi-line
    • Field Name: Conversation Summary
  2. Go back to the automation and add an Update Contact Field action:
    • Select the Conversation Summary custom field.
    • Map it to the conversation_summary parameter from the webhook trigger.
  3. Save and publish the workflow.

Step 5: Finalize and Test

To finalize:

  • Ensure the tool is called at the end of every conversation.
  • Verify that the conversation summary is saved in the custom field.

If everything works correctly, your custom tool is now fully operational!

Need Help? Contact support at [email protected] or refer to the documentation for additional guidance.