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Overview

This guide explains how to effectively use Utari worker tools to enhance your agents’ capabilities. Tools give workers the ability to perform specific actions like searching the web, creating documents, generating images, and more. You’ll learn how to strategically activate and configure tools for optimal performance.

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Understanding Tools

Tools are capabilities that extend what your workers can do. Each tool serves a specific purpose and adds functionality to your agent’s workflow.
Important: Don’t enable all tools by default. Too many tools can impact performance by consuming context space and potentially reducing output quality. Only activate tools that are directly relevant to your worker’s primary tasks.

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Accessing Tool Configuration

1

Select Your Worker

Navigate to Workers and select the worker you want to configure.
2

Open Tools Tab

Click on the Tools tab in the worker’s configuration panel.
3

Review Available Tools

Browse through the list of available tools. Each tool includes a description of its capabilities and use cases.

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Activating Tools

1

Identify Required Tools

Before activating tools, determine your worker’s primary purpose:
  • Content Creation: Document creator, presentation creator, spreadsheet tools
  • Research: Web search, web fetch, knowledge base
  • Visual Content: Image generation, image editing, visual tools
  • Analysis: Data processing, spreadsheet analysis
  • Communication: Email tools, messaging integrations
2

Enable Selected Tools

Click the checkbox next to each tool you want to activate for this worker.
3

Save Configuration

Your selections are automatically saved. The worker can now use these tools during execution.

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Customizing Tool Options

Many tools have multiple capabilities that can be individually enabled or disabled.
1

Access Tool Settings

Click on Enable tools or the settings icon next to a specific tool.
2

Review Available Options

You’ll see a list of specific capabilities for that tool. For example, a document tool might have 6 different options for various document operations.
3

Select Specific Capabilities

Deselect any capabilities you don’t want this worker to use. This helps maintain focus and reduce context usage.
4

Save Changes

Click outside the settings panel or on a save button to apply your customization.
Limiting tools to only the capabilities you need helps your worker perform more efficiently and stay focused on its primary tasks.

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Essential Tools by Use Case

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Content Creation Workers

Document Creator

Create and edit documents like Google Docs, Word files, and text documents

Knowledge Base

Access SOPs, guidelines, and reference materials during content creation

Upload Files

Accept and process images, PDFs, and other resources from users

Web Search

Research topics and gather current information for content

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Research & Analysis Workers

Web Search

Search the internet for information and sources

Web Fetch

Retrieve and analyze content from specific URLs

Knowledge Base

Query internal documentation and knowledge repositories

Spreadsheet Tools

Analyze data and create reports

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Visual Content Workers

Image Generation

Create original images using AI

Image Editing

Modify and enhance existing images

Presentation Creator

Build visual presentations and slide decks

Upload Files

Accept images and visual assets for processing

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General Purpose Workers

Knowledge Base

Essential for accessing organizational knowledge

Document Creator

Create various document types as needed

Upload Files

Accept user-provided files and resources

Web Search

Supplement knowledge with current information
These tools are recommended for most workers:
Why enable: Allows workers to access your SOPs, style guides, and proprietary information.Use cases:
  • Referencing company guidelines
  • Following established procedures
  • Maintaining brand consistency
  • Accessing training materials
Why enable: Enables workers to create professional documents in various formats.Use cases:
  • Creating reports and proposals
  • Generating documentation
  • Building templates
  • Drafting correspondence
Why enable: Allows workers to accept and process files from users.Use cases:
  • Processing uploaded images
  • Analyzing documents
  • Working with reference materials
  • Incorporating user-provided assets

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Tool Configuration Best Practices

Be Selective

Only enable tools that directly support the worker’s primary function. Fewer tools = better focus and performance.

Test Thoroughly

After enabling tools, test your worker with realistic prompts to ensure it uses tools appropriately.

Review Descriptions

Read each tool’s description carefully to understand its capabilities and limitations.

Customize Options

Don’t just enable entire tools—customize specific capabilities within each tool for precision.

Monitor Usage

Observe which tools your worker actually uses and disable those that go unused.

Update as Needed

As your worker’s role evolves, revisit tool configuration to add or remove capabilities.

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Common Tool Combinations

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Marketing Content Worker

✓ Knowledge Base (brand guidelines, style guide)
✓ Document Creator (content drafts)
✓ Web Search (research and trends)
✓ Image Generation (visual assets)
✓ Upload Files (brand assets)

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Customer Support Worker

✓ Knowledge Base (help docs, FAQs)
✓ Web Search (troubleshooting)
✓ Document Creator (support responses)
✓ Upload Files (screenshots, logs)

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Data Analysis Worker

✓ Spreadsheet Tools (data processing)
✓ Web Search (data sources)
✓ Document Creator (reports)
✓ Upload Files (data files)
✓ Knowledge Base (analysis frameworks)

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Social Media Worker

✓ Knowledge Base (brand voice, guidelines)
✓ Image Generation (post graphics)
✓ Web Search (trending topics)
✓ Document Creator (content calendar)

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Exploring Individual Tools

For detailed information about specific tools, we have comprehensive guides for each:

Web Search

Search and retrieve web information

Image Tools

Generate and edit images

Document Tools

Create various document types

Knowledge Base

Access internal knowledge

Spreadsheets

Work with data and calculations

Presentations

Create slide decks and presentations
Check our individual tool documentation to understand the full capabilities and best practices for each tool.

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Troubleshooting

Try:
  • Being more explicit in your prompt about which tool to use
  • Checking that the tool is actually checked/enabled
  • Verifying the tool is appropriate for the requested task
  • Reviewing tool-specific documentation for proper usage
Consider:
  • Reducing the number of enabled tools
  • Disabling unused tool capabilities
  • Checking if too many tools are competing for context space
  • Simplifying your worker’s configuration
Ensure:
  • Changes are properly saved before navigating away
  • You have proper permissions to modify worker configuration
  • Browser is not blocking the save action
  • Try refreshing and reconfiguring
Check:
  • Your subscription plan includes that tool
  • The tool is available in your region
  • You’re looking in the correct worker’s tool settings
  • Contact support if a tool seems missing

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Summary

You’ve successfully learned how to:
Access and navigate tool configuration for workers
Strategically select tools based on worker purpose
Customize individual tool capabilities for optimal performance
Apply best practices for tool selection and configuration
Identify essential tool combinations for common use cases
By thoughtfully configuring your worker’s tools, you’ll create more focused, efficient agents that excel at their specific tasks. Remember to review and optimize tool selection as your workflows evolve.

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Next Steps

Explore Individual Tools

Deep dive into each tool’s specific capabilities

Configure Integrations

Connect third-party apps to extend functionality

Add Knowledge

Enhance workers with SOPs and documentation

Set Up Triggers

Automate worker execution with triggers