Docs/Using Plugins/Function Tool Settings

Function Tool Settings

The function tool settings define how the AI agent understands and uses the Chat Form. These settings are registered with the AI as metadata about the form's purpose and behavioral rules.

Navigate to the Function Tool section within your Chat Form plugin configuration.

Function Tool Fields

FieldDescription
NameA short identifier the AI uses internally to refer to this form. Use alphanumeric characters and underscores only (e.g., customer_feedback_form). Must be unique across all plugins configured on the same agent.
DescriptionExplains to the AI what information this form collects. Write it as a plain statement of purpose so the AI knows when to invoke the form.
Loading TextThe message shown to the user while the form is being processed after submission. Keep it short and reassuring (e.g., "Submitting your answers, please wait…").
RulesBehavioral constraints for the AI when working with this form. Use this to define edge cases, special handling, or explicit restrictions.
Response PromptInstructions for how the AI should respond to the user after a successful submission. Use this to shape the tone and content of the post-submission message.

Writing an Effective Description

The description field is the most important field for ensuring the AI invokes the form at the right moment. Write it to answer: "What does this form collect, and when should the AI use it?"

Examples:

GoodWhy
Collects customer satisfaction ratings and feedback comments after a service interaction.Clear purpose, clear trigger context.
Registers event attendees by collecting their name, email, and session preferences.Specifies the fields and the scenario.

Avoid vague descriptions like "a feedback form" — the AI relies on this text to decide whether to invoke the form or answer the question directly.

Writing Effective Rules

Use the Rules field to handle cases that are not covered by question-level validation. Examples:

  • Do not invoke this form if the user has already submitted in this session.
  • Always ask questions one at a time, even if the setting is disabled.
  • If the user refuses to answer a mandatory question after two attempts, stop the form and inform them that submission is not possible.
  • Do not submit the form if the user says they are unsatisfied before reaching the final question.

Writing an Effective Response Prompt

The Response Prompt tells the AI how to respond after the form is successfully saved. If left blank, the AI uses a generic confirmation message.

Examples:

  • Thank the user warmly and let them know their feedback will be reviewed within 2 business days.
  • Confirm the booking and tell the user they will receive a calendar invite by email.
  • Summarize the key answers the user provided and confirm their registration is complete.

Function Name Collision

Each Chat Form instance on an agent must have a unique Name. If you enter a name already in use, the system will suggest an alternative automatically.

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