Custom Tool
Custom tools in Cognipeer allow you to extend the functionality of your Peer by integrating it with external systems such as CRM, ERP, or e-commerce platforms. This means your Peer can directly interact with these systems to retrieve data, perform actions, and send requests.
What is a Custom Tool?
A Custom Tool is a feature that integrates your Peer with external platforms like your company's CRM, ERP, or e-commerce systems. By using a custom tool, you can automate workflows, retrieve real-time information, or perform specific tasks.
How to Use a Custom Tool
Once a custom tool is added to your Peer, you can use it by issuing specific commands based on the integration. For instance, if your Peer is connected to your CRM system, you can request it to perform actions like retrieving customer data or creating a new entry.
Example Use Case
Let’s say your company’s CRM tool allows you to retrieve information about customer records. With the Custom Tool, you can issue a command like:
"Retrieve customer details for John Doe from the CRM."
The Peer will then send the necessary request to your CRM system and return the relevant information.
Step-by-Step Guide for End Users
- Add the Tool: Ensure that the custom tool is added to your Peer by an admin or developer.
- Issue Commands: Once the tool is configured, simply type a request like:
- "Can you retrieve the order details for customer ID 12345 from our e-commerce system?"
- "Create a new CRM entry for Jane Doe with the job title 'Manager'."
- View the Results: The Peer will communicate with the external system and display the results within the chat interface.
Key Features
- Seamless Integration: Automates interactions with external systems.
- Customizable: Peers can perform specific tasks tailored to your company’s workflows.
- Ease of Use: No technical knowledge required to use the tools—simply issue commands as you would in a conversation.