Overview
Custom Tools now have the ability to be copied and shared by their Tool ID. This new functionality streamlines tool management across sub-accounts and enables easy sharing of proven tool configurations between different assistants and workspaces.Key Features
- ✅ Tool ID sharing for easy replication across accounts
- ✅ Enhanced UI with improved visibility and organization
- ✅ Search functionality for quick tool discovery
- ✅ Security-focused copying that protects authentication credentials
- ✅ Accident prevention with relocated delete options
- ✅ Filtering capabilities for efficient tool management
Step-by-Step Tool Management
1. Navigate to Tools Section
Access the Tool Interface
- Open the Assistant Builder
- Go to the “Tools” section
- Click “Add Tool” to begin tool management
Interface Overview
The tools interface provides comprehensive management capabilities for all your custom tools, including creation, copying, and organization features.2. UI Improvements for Tool Management
Enhanced Visibility
- Larger menu design for better visibility and easier navigation
- Improved layout that makes tool options more accessible
- Clearer organization of tool management functions
Safety Improvements
- Relocated delete option to prevent accidental tool deletions
- Confirmation prompts for destructive actions
- Better visual separation between different tool actions
3. Copying Tools by ID
How Tool ID Copying Works
Tool ID copying allows you to replicate tools from other sub-accounts or workspaces by using their unique identifier.Step-by-Step Process
- Obtain Tool ID from the source sub-account or workspace
- Enter Tool ID in the designated field within your tool interface
- Click “Copy Tool by ID” to initiate the import process
- Review imported tool and configure any required settings
Important Security Note
🔒 Security Feature: Authentication credentials (such as API keys) will not be transferred for security reasons. You will need to re-enter any required authentication information after copying a tool.
What Gets Copied
Included in Copy:- Tool name and description
- Parameter configurations
- Endpoint URL structure
- Basic tool settings
- API keys or authentication tokens
- Bearer tokens
- Private credentials
- Account-specific authentication data
4. Searching for Tools
Search Functionality
- Search bar enables quick tool discovery across your entire tool library
- Real-time filtering as you type search terms
- Multiple search criteria including tool names, descriptions, and functions
Filtering Options
- Category filtering to organize tools by type or purpose
- Status filtering to show active, inactive, or draft tools
- Date filtering to find recently created or modified tools
- Usage filtering to identify frequently or rarely used tools
Tool Management Best Practices
Organization Strategies
Naming Conventions
- Use descriptive, consistent naming patterns
- Include version numbers for tool iterations
- Add prefixes to group related tools (e.g., “CRM_”, “EMAIL_“)
Documentation
- Maintain clear descriptions for each tool
- Document parameter requirements and formats
- Include use case examples in tool descriptions
Security Management
Credential Handling
- Regularly rotate API keys and authentication tokens
- Use environment-specific credentials for different accounts
- Never share authentication credentials in tool descriptions
Access Control
- Limit tool copying permissions to authorized users
- Review copied tools for security compliance
- Audit tool usage across sub-accounts regularly
Performance Optimization
Tool Efficiency
- Monitor tool response times and success rates
- Archive unused tools to reduce clutter
- Update tool configurations based on performance data
Resource Management
- Balance tool functionality with system performance
- Optimize endpoint URLs for faster response times
- Regular maintenance of tool configurations
Common Use Cases
Cross-Account Tool Sharing
Scenario: Sharing proven tools between different client accounts- Identify successful tool from source account
- Copy Tool ID from source
- Import to destination account using Tool ID
- Re-configure authentication credentials
- Test functionality in new environment
Tool Template Creation
Scenario: Creating standardized tools for consistent deployment- Develop and test tool in development environment
- Document configuration requirements
- Share Tool ID with deployment teams
- Implement across multiple accounts with consistent settings
Backup and Recovery
Scenario: Maintaining tool backups across accounts- Regularly copy important tools to backup accounts
- Document Tool IDs for critical tools
- Test copied tools to ensure functionality
- Maintain current authentication credentials
Troubleshooting
Tool Copying Issues
Tool ID not found:- Verify Tool ID is correct and complete
- Check if source account has sharing permissions enabled
- Ensure Tool ID is from a compatible version
- Re-enter all required API keys and tokens
- Verify endpoint URLs are accessible from new account
- Test authentication credentials independently
- Review parameter mappings for account-specific differences
- Check endpoint configurations for environment variations
- Verify all required integrations are available in new account
Search and Filter Problems
Search not returning results:- Check spelling and search term accuracy
- Try broader search terms or partial matches
- Clear filters that might be limiting results
- Refresh the tool interface
- Check if tools meet the filter criteria
- Reset filters and apply them individually
Advanced Tool Management
Tool Versioning
- Maintain multiple versions of successful tools
- Use descriptive version numbering systems
- Document changes between tool versions
Integration Management
- Track tool dependencies across different systems
- Monitor integration health and performance
- Plan for integration updates and changes
Collaboration Features
- Share Tool IDs through secure channels
- Maintain team documentation of shared tools
- Coordinate tool updates across team members
Monitoring and Analytics
Usage Tracking
- Monitor which tools are used most frequently
- Track tool performance across different accounts
- Identify opportunities for tool optimization
Success Metrics
- Measure tool adoption rates across sub-accounts
- Track time saved through tool standardization
- Monitor error rates and performance improvements
Continuous Improvement
- Gather feedback on tool effectiveness
- Regular review and optimization of tool configurations
- Update tools based on changing business requirements