# Create a tool using Klass data for AI Agents for Customers

> Tools enable AI Agents to give more specific relevant and helpful responses to customer inquiries.

Source: https://help.kustomer.com/en_us/klass-data-B1pI5Vm61g

Last updated: 2026-05-05T14:11:38.621Z

Tools enable AI Agents to provide more specific, relevant, and helpful responses to customer inquiries, as well as take appropriate action to resolve customer issues. Without tools, AI Agents would be limited to responding to customers using generic or basic information, say from the knowledge base. AI Agents can handle more complex requests by accessing your organization's data (like purchase history or a help article), saving your agents time and providing a better customer experience.

AI Agents can access various fields in your standard and custom objects and perform various actions on different fields, such as retrieving, updating, or creating information. However, not all actions are supported for every field. For instance, while the AI Agent can retrieve (Get) a customer’s email address, it may not be able to update this field directly. 

This article contains a detailed breakdown of available custom tools and the fields that support each type of action.

**Who can access this feature?**

**User types**

Admins can access the Tools page.

  

### In this article

*   [Conversation object](#conversation)
*   [Customer object](#customer)
*   [Custom objects (KObjects)](#kobject)
*   [Custom attributes](#attributes)
*   [Tasks](#tasks)
*   [Use cases for each tool type](#use-case)

To access this, go to **Settings > AI Agent Studio >** **Tools**, click **Add a tool**, and select **Klass Data** from the list.

### Conversation object

AI Agents can access Conversation and Customer data to personalize their responses or offer more context. 

Field

Get

Update

Assigned Teams

X

X

Assigned Users

X

X

Brand

X

X

Ended At

X

  

Ended By Type

X

  

Ended Reason

X

  

Last Activity At

X

  

Locked

X

  

Name

X

X

Pinned

X

  

Priority

X

X

Queue

X

X

Satisfaction

X

  

Satisfaction Level

X

  

Sentiment

X

  

Snooze

X

  

Status

X

X

Tags

X

X

  

### Customer object

For example, it might use a customer's name for a more personalized response.

Field

Get

Update

Average Sat Score

X

X

BirthdayAt

X

X

Default Lang

X

  

Display Name

X

X

Emails

X

  

External Ids

X

  

Facebook Ids

X

  

First Name

X

X

Gender

X

X

Instagram Ids

X

  

Last Name

X

X

Locations

X

  

Name

X

X

Phones

X

  

Shared Emails

X

  

Shared Phones

X

  

Shared Socials

X

  

Socials

X

  

Urls

X

  

Username

X

  

WhatsApps

X

  

  

### Custom objects (KObjects)

Every business has unique data needs, and custom objects let you track data that doesn’t neatly fit into standard categories. AI Agents can use custom objects, or KObjects, in the same way they use standard objects, providing highly tailored responses based on your organization’s specific setup. For example, it can find a customer's latest purchase information from an Order object. 

The available standard attributes will vary based on your specific KObjects. 

Field

Get All

Update

Create

Search

Assigned User

X

X

  

X

CreatedAt

X

  

  

X

Description

X

X

X

X

Images

X

  

  

X

Rev

X

  

  

X

Status

X

X

  

X

Tags

X

  

  

X

Title

X

X

X

X

UpdatedAt

X

  

  

X

  

### Custom attributes

Custom attributes are additional fields you’ve added to your data model, and the AI Agent can reference them to provide more detailed or accurate responses. For instance, if you’ve added a custom attribute for a customer’s loyalty status, the AI Agent can include that in its replies.

AI Agents can perform the following functions on custom attributes:

*   Get/Get All
*   Update
*   Create
*   Search

### Tasks

Tasks allow your teams to collaborate cross-functionally when resolving a customer's inquiries.

Field

Get All

Update

Create

Search

Any text

  

  

  

X

Assigned User

  

X

  

  

CreatedAt

X

  

  

X

Description

X

X

X

  

Status

  

X

  

  

Title

X

X

X

  

UpdatedAt

  

  

  

X

###   

### Use cases for each tool type

Your AI Agent can use different tools depending on the task. Here are examples of how each tool works in the context of a travel site that manages bookings.

**Use case #1:** _**"Hi, I have a question about my upcoming trip. The confirmation number is #1A2B3C."**_

The AI Agent uses the **Get** tool to retrieve a specific booking by ID. Using this tool is helpful when the customer already knows their booking number.

**Use case #2: _"I can't find my booking email, can you give me all of the details for my trip again?"_**

The AI Agent uses the **Get All** tool to retrieve information for every booking that is associated with the customer, such as hotel and flight information. 

**Use case #3: _"I want to add a note for my Paris hotel reservation asking for an early check-in."_**

The AI Agent uses the **Search** tool to find matching bookings using filters such as the most recent booking or location. The Search tool is helpful when you want to make sure you can target specific results, like a booking that occurred before a particular date. Using this tool also helps prevent hallucinations by narrowing the information the tool can access.

**Use case #4: _I want to book a hotel in Aruba in October._**

The AI Agent uses the **Create** tool to make a new booking. This tool is helpful when you need to create a new record for a customer, such as a car rental booking.

**Use case #5: _"I need to change my check-in date for my trip."_**

The AI Agent uses **Update** to modify an existing booking. This is helpful when you need to change an existing record, such as updating contact information for the guest, or changing a date.

### **Klass Data tool limitations**

Klass Data tools can update standard conversation attributes but cannot update conversation sub-statuses. If your AI agent needs to update a sub-status, create an API tool instead. For more information, see **Use an external API with AI Agents.**

Conversations support only three statuses: **open**, **done**, and **snoozed**. Sub-statuses such as "In Progress" or "Waiting on Customer" are separate values that require a different update method.
