How do I configure tools, knowledge bases, and data parsing for Whippy agents?

Last updated: November 5, 2026

Configure tools, knowledge bases, and data parsing so your Whippy agent can take approved actions, answer from trusted information, and capture structured outcomes.

Before you start

  • Decide which actions the agent should be allowed to take.

  • Prepare the knowledge source the agent should use for factual answers.

  • Define the conversation data you want to report on later.

Steps

  1. Open your agent in Whippy.

  2. Add and enable the tools the agent needs.

  3. Define tool usage clearly in the agent instructions, including purpose, when to use the tool, required information, and execution rules.

  4. Connect the relevant knowledge base.

  5. Add Knowledge Base Usage instructions that tell the agent when to use the source and not to guess.

  6. Go to the Data Parsing section.

  7. Define fields using the visual editor or JSON editor.

  8. Set field types, descriptions, enum values, and required fields where needed.

  9. Save the configuration.

  10. Test tool usage, knowledge answers, and parsed data together.

Tips

  • Always define tool usage explicitly in instructions.

  • Require confirmation before important actions such as transfers or SMS sends.

  • Use enums for consistent reporting values.

  • Keep parsing fields focused on data you will actually use.

  • Test tools and parsing in realistic conversation scenarios.

Troubleshooting

  • If a tool is not used, add clearer usage instructions.

  • If a tool is misused, add trigger conditions, required inputs, and confirmation rules.

  • If the agent hallucinates, strengthen knowledge base usage rules.

  • If parsed data is missing, review field setup, descriptions, and required flags.

  • If reports are hard to use, simplify fields and standardize values.