What Custom Functions Enable
- Look up customer account status, balance, or subscription tier from your database
- Check live inventory levels or product pricing before quoting a customer
- Create support tickets in your helpdesk system in real time
- Send an SMS confirmation via Twilio while the caller is still on the line
- Geocode a caller-provided address or check a delivery status
- Verify appointment availability and confirm bookings
- Retrieve order status using a dynamically extracted order ID
Creating a Custom Function
Go to Settings → Functions → Create Function
Name your function
check_order_status or get_account_balance. This name is used internally by the LLM to identify the function.Write an LLM-optimized description
Set the endpoint URL
https://api.yourbusiness.com/orders/{order_id}. The agent extracts the value from the conversation and substitutes it automatically.Select the request type
Add authentication headers
Authorization: Bearer your-api-key or X-API-Key: your-key. These headers are encrypted before storage and never exposed in logs.Define the request body (POST only)
Save and assign to your agent
Start From a Template
Speed up setup by starting from a pre-built template. Available templates include:Example Function Configuration
45892 as the order_id, calls your API, and responds with the live data returned — for example: “Your order is out for delivery and will arrive tomorrow by 3pm.”
Supported Request Types
Testing Functions
Before assigning a function to a live agent, use the built-in test tool to verify it works:- Open the function in Settings → Functions
- Click Test Function
- Enter sample parameter values (e.g.,
order_id: 45892) - Review the API response
Frequently Asked Questions
How does the AI know when to call a function?
How does the AI know when to call a function?
Is there a limit on functions per agent?
Is there a limit on functions per agent?
How do I secure my API endpoint?
How do I secure my API endpoint?
Can a function return data back to the conversation?
Can a function return data back to the conversation?
What if a function returns an error?
What if a function returns an error?
Can I use environment variables for API keys?
Can I use environment variables for API keys?
{{env.VARIABLE_NAME}} syntax. Manage environment variables in Settings → Environment Variables to avoid hardcoding credentials in function configurations.