Custom Tools

How to Create a Custom Tool for Conversation Summaries

Objective

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

• Navigate to your AI Assistant settings.
• Select Tools and Abilities.
• 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.

• Save the tool for now; we'll come back to it later.

Step 2: Set Up the Automation

• 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.

• Understand the analogy: The endpoint URL is like the address where the tool sends its data.
• Define parameters for the webhook:

Parameter Name: conversation_summary

Description: A summary of the conversation with the user.

• Save changes to the workflow.

Step 3: Test and Activate the Tool

• Initiate a test by going through a conversation or directly calling the tool using the prompt: 

Call the function: conversation_summary.

• Select a mapping reference: Choose the correct mapping reference for the parameter (e.g., conversation_summary) in your automation.
• Verify that the tool works correctly by ensuring the conversation summary is generated and sent to the automation.
• Save the trigger in the automation to keep the workflow active.

Step 4: Create and Update a Custom Field

• Create a custom field:

Field Type: Multi-line

Field Name: Conversation Summary

• 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.

• 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 support@wellgrow.io or refer to the documentation for additional guidance.