Tools Overview

A tool is a reusable action that Connectly can run for you, such as looking up an order, checking stock, creating a ticket or saving a record. You build it once on the Tools page and then use it from your AI agents, campaigns and dynamic WhatsApp Flows.

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The Tools page

Open Tools in the sidebar. The page has four tabs: The Tools tab lists each tool with these columns: Use the search box to find a tool by name or description. You can also filter by type or by campaign.

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Create a tool

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Which type should I use?

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API Call tools

An API tool sends an HTTP request to a service when it runs.

• Method and Endpoint URL: choose the HTTP method and enter the URL. Use {parameter} for values that change on each call, for example https://api.example.com/orders/{order_id}.
• Headers: add any headers the service needs.
• Authentication: choose a saved credential, or select New Resource to create one (see Authentication).

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JavaScript Script tools

A script tool runs your JavaScript each time it is called. It receives the tool’s input, does its work and returns a result. The editor has real-time testing, so you can run it and see its output and logs before you publish. If your script imports another tool, the editor warns you when it uses an older version. Update the import, then deploy and test again to use the newer version.

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Input and output schema

Open the Schema tab to describe your tool using JSON Schema:

• Input JSON Schema: the information the tool expects, for example an order_id string.
• Output JSON Schema: the shape of what it returns.
• Sample Result: an example of a typical result.

A good schema helps AI agents fill in the right values and understand the result.

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Authentication

API tools can authenticate with your service. Credentials are encrypted and stored securely. They are never shown again in plain text after you save them. Saved credentials appear in the Select authentication resource list, so you can reuse them across tools.

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Test your tool

Use the Test panel next to the editor.

1. In Mock Input, enter the JSON the tool should receive, for example { "order_id": "12345" }.
2. Select Run Test.
3. Check the Output tab for the result and the Logs tab for details. The status shows SUCCESS or ERROR.

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Versions, drafts and publishing

Every save creates a new version of your tool, so you can see what changed and go back.

• Use the version selector at the top of the editor to switch between versions.
• When you save or deploy, choose Auto-increment (Connectly picks the next number) or Custom version (for example 2.0.0). A custom version must be higher than the current one.
• A tool starts as a Draft. Select Publish to make it available. You need to save or deploy your latest changes before you can publish.

The editor also shows who created the tool and who last edited each version, which is useful when several teammates work on the same tool. AI-assisted edits are labelled AI Assistant.

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Monitor your tools

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Executions

The Executions tab lists every run, newest first, and updates as new runs arrive. For each run you can see the time, tool, status, duration and status code. Select a run to open its logs, including the execution, session and room it belongs to. Narrow the list with filters:

• Tool: pick one tool, or search by name (use | to search for several).
• Status: Success or Failed.
• Time range: from 15 minutes up to 15 days, or a custom range.
• Execution ID, Session ID or Room ID: jump straight to one conversation or run.

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Success rate

The Activity column on the Tools tab shows how healthy each tool is at a glance. A drop in success rate is usually the first sign that an external service is down or a credential has expired.

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Datastore

The Datastore is durable key/value storage that your tools can read and write while they run, for example to remember a customer’s last choice.

• Browse and filter keys by prefix, and see each key’s value, size and last update.
• Add, edit or remove keys. Changes take effect immediately.
• Roll back to an earlier point. You can restore any moment within the rewind window shown on the page. Connectly saves a restore point of the current state first, so a rollback can itself be undone.

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Share a tool

You can share a tool with another business.

1. Open the tool’s Share action from the Tools list.
2. Enter the other business’s ID and select Share.
3. To stop sharing, select Unshare next to that business.

The other business sees the tool under Shared Tools. They can view and test it, but cannot edit it. Shared runs are marked Shared in Executions.

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Delete a tool

Select Delete on the tool’s row. This removes the tool and all its versions, and it cannot be undone. Tools that power a WhatsApp Flow are managed with the flow. They are deleted automatically when the flow is deleted or deprecated. See WhatsApp Flow builder.

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Troubleshooting

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Next steps