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Zoe tools

Zoe tools let Zoe retrieve live product and content data during a conversation.

  • Without tools, Zoe can only rely on the prompt and whatever context it already has.
  • With tools, Zoe can look up product details, variants, compatible items, similar products, and document-based content to answer more accurately.

To set up tools, edit your Zoe in Advisor Studio and go to Editor > Capabilities > Tools.

Zoe tools

At the top of the Editor, select the Folder and Project Zoe should use. This determines the Data Platform source for product-related tools.

How tools work​

Tools are what connect Zoe to your product data and content sources. Tone, style, and behavioral instructions are configured in the other tabs (Identity, Delivery, Instructions).

When a user asks Zoe a question, the model can decide whether it needs external data to answer. If it does, Zoe calls the relevant tool, retrieves the required data, and uses that result to generate the response.

Choosing the right tools​

Choose tools based on the type of help you want Zoe to provide, rather than enabling them all. A focused tool set usually works better than an overly broad one.

If you want Zoe to:

  • answer product questions, use Products Information
  • discuss sizes, colors, or other versions of a product, add Product Variants
  • recommend accessories or spare parts, add Compatible Products
  • suggest alternatives or similar items, add Search Products
  • answer from manuals or help content, add Content Retriever

After making changes, test with real questions such as:

  • "What are the key features of this product?"
  • "What accessories work with this model?"
  • "What does the manual say about cleaning?"

Available tools​

Products Information​

  • Product details, features, and specifications start here.
  • This is Zoe’s core product retrieval tool. It retrieves product information by SKU or name and is enabled by default.

Product Variants​

  • A good fit for catalogs where size, color, capacity or finish matters.
  • With this tool, Zoe can surface other versions of the same product and help users explore a product family.

Compatible Products​

  • Use this when Zoe should recommend products that work with another product, such as accessories or spare parts.
  • This tool requires relations to be configured in Data Platform, using the Compatible relation type.

Search Products​

  • Designed for broader product discovery.
  • Search Products helps Zoe suggest similar or alternative items when users want more options. This tool is available for advanced setups.

Content Retriever​

  • Best for answers that need more than catalog data.
  • With Content Retriever, Zoe can pull from manuals, guides, policies, and other indexed content using retrieval-augmented generation.

For setup details and tool-specific configuration, continue to Zoe tools reference and use cases.