DigitGPTTools & Business Actions
Knowledge Retrieval Active · Custom Connectors ExtensibleConversational tools allow an assistant to look up verified information or trigger structured workflows. Workspace knowledge retrieval is active out of the box, while transactional business actions can be connected to your backend systems.
Explore the interactive player concept and OCR roadmap →
Built-in versus custom business workflows
| Capability | Availability in DigitGPT |
|---|---|
| search_company_knowledge | Active automatically whenever approved knowledge groups are attached to an assistant. |
| Appointment & calendar booking | Guided UI preview available; live booking requires connecting your calendar API. |
| Client case & order status lookup | Guided UI preview available; requires authenticated backend endpoint integration. |
| Specialist & human support handoff | Guided UI preview available; requires connecting your ticketing or callback webhook. |
| CRM lead capture, quotes & recaps | Extensible via authenticated server-side webhook handlers. |
Designing reliable transactional actions
When extending an assistant with custom business actions, every consequential operation must be executed and verified by an authenticated server handler—never assumed from conversational text alone.
Collect explicit visitor confirmation before submitting bookings, forms or handoffs, validate all parameters on the server within the workspace tenant boundary, and display the confirmed status returned by your system of record.