Custom Tools API for Third-Party Integration

Connect any third-party API directly to your voice agent. Enable real-time data lookups, CRM updates, booking confirmations, and more.

Overview

The Custom Tools API allows your Dialora agents to interact with external systems during conversations. Your agent can:

• Query Databases: Look up customer records, inventory, pricing
• Update CRMs: Create leads, update contact info, log interactions
• Manage Bookings: Check availability and confirm appointments
• Send Notifications: Trigger SMS, email, or push notifications
• Retrieve Data: Pull information from any REST API

Use Cases

1. Booking Systems: Check availability, reserve time slots, send confirmations
2. CRM Integration: Update Salesforce, HubSpot, or any custom CRM
3. Database Lookups: Query customer history, account status, policies
4. SMS/Email Triggers: Send follow-up messages after calls
5. Payment Processing: Validate payment methods, process refunds
6. Inventory Management: Check stock levels, reserve items

Step 1: Identify Your API Endpoint

You need a REST API endpoint (URL) that your agent will call. Example:

https://api.yoursystem.com/lookup-customer

Your API should:

• Accept POST requests with JSON data
• Return JSON responses
• Include proper authentication (API key, OAuth, etc.)
• Complete within 5 seconds

Step 2: Log In to Dialora

• Go to Dialora  and log in to your account.

Step 3: Navigate to Data Integration & Tools

• Open the Dialora dashboard and go to Agent → Agent → Advanced Settings → Data Integration & Tools.
• Click Add Custom Tool.
• Go to custom tools settings.

You can add your custom tool in two ways:

• Form View — Configure your tool using the visual form
• JSON Configuration — Connect your tool using the JSON file (we recommend this method)

Step 4: Configure the Custom Tool

• Enter a tool name (e.g., “Customer Lookup”).
• Paste your API endpoint URL.
• Select request method: POST or GET.
• Add API token for authentication.

Step 5: Define Parameters

Specify what data your agent should send:

• Parameter Name — The field name your API expects
• Type — Data type (string, number, boolean, etc.)
• Description — Explain the parameter so the agent knows when to use it
• Set parameter names to match your API’s expected fields
• Mark required vs. optional parameters
• Click Save to save your configuration