Activate and attach SuccessFactors tools

After you create and test a SuccessFactors tool, activate it and attach it to the Applaud experiences where it should be available.

A saved tool isn't automatically available to an assistant or workflow. The tool must be Active and attached before it can run.

Activate a tool

1. Open Agent Tools.
2. Open the SuccessFactors tool you want to make available.
3. Set the tool to Active.
4. Save the tool.

Note: Inactive tools remain hidden from agents and workflow searches.

Attach a tool

After activating the tool, attach it to the experiences that should be able to use it.

The available options are:

Agents

Attach the tool to an employee or manager assistant.

The assistant can then use the tool when a person's request matches the tool's purpose.

See Attach tools to an agent.

Case agents or sessions

Attach the tool when case AI needs access to SuccessFactors data during a case conversation.

This lets case AI use the same SuccessFactors capability without creating a separate tool.

Workflows

Add the tool to a workflow using:

• Agent node for attended interactions.
• Run Tool node for unattended runs.

See Use tools in workflows.

Choose where a tool should be available

Only attach a tool where it is needed.

For example:

• A Look up my job details tool could be attached to an employee assistant.
• A Look up team members tool could be available to a manager assistant.
• A tool used to provide employee information during case handling could be attached to case AI.
• A tool that retrieves SuccessFactors data as part of an automated process could be added to a workflow.

Consider the tool's purpose and risk when deciding where to make it available.

Check that the tool is available

After activating and attaching the tool:

1. Open the assistant, case session, or workflow where you attached it.
2. Run a request that should use the tool.
3. Check that the tool runs and displays its configured activity message.
4. For guided requests, confirm that the complete interaction works as expected.

For example, if you attached a Look up job details tool to an employee assistant, ask:

“What's my job title and department?”

The assistant should use the SuccessFactors tool and return the configured response.

If the assistant doesn't use the tool

If a tool isn't being used, check:

• The tool is Active.
• The tool is attached to the correct assistant, case session, or workflow.
• The tool description clearly explains when it should be used.
• The request matches the purpose of the tool.
• The tool passed its test.

Next steps

Your SuccessFactors tool is now available in the experiences where you attached it.

For information about how employees and managers experience SuccessFactors tools in a conversation, see How SuccessFactors tools run in a conversation.