Custom API calls
Configure approved GET or POST requests that match your internal systems.
Action Tools
Let human agents run approved backend actions from Portal.
Admins configure GET or POST action tools with fields, mapped values, headers, permissions, and response mappings. Agents fill what is needed and run the action without leaving the customer thread.
How it works
Action Tools turn customer service into actual operations.
Agents do not need to open another system just to create an order, update a record, or trigger a workflow.
Mapped values
Use agent input, contact fields, agent context, fixed visible values, or hidden constants.
Permissions
Restrict tools to admins, all human agents, or specific user categories.
Run history
Store status, response text, mapped outputs, and errors for review.
Admin builds the tool
Set endpoint, method, fields, headers, permissions, and response mappings.
Agent runs it
Portal shows visible fields and automatically maps customer or agent context.
System records the result
The run history keeps the output and status attached to workspace context.
Start from the Dashboard
Build with action tools today.
Open the Dashboard to configure the workspace, then let your team run the daily work from Portal.