Tools: connect the assistant to your own system (API)
Last updated: 26 September 2026 · 4 min read
A tool lets the assistant get data from your system, for example an order's status or a balance. Set up the tool together with your developer. This feature is only in the largest plan.
Steps
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1
Open Tools
In the sidebar, open Clomni AI › Tools and click “Create a new tool”.
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2
Describe the tool
Enter the “Tool Name” and “Description”. The description tells the assistant when to use the tool, so write it clearly: “Call with the order number when the customer asks about their order status”.
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3
Set up the request
Enter the “Method” and “Endpoint URL”. In “Authentication Type”, choose “None”, “Bearer Token”, “Basic Auth” or “API Key” and fill in the details. In the “Parameters” part, add the values the assistant takes from the customer and sends (for example, the order number).
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4
Test it
The “Test connection” button checks that the request works. Then test with a real question in the Playground. More than 10 tools make it harder for the assistant to pick the right one.