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Introduction

Once you start creating custom tools for integrations (like connecting to your EHR or calendar), you’ll need an easy way to view and manage them. The ‘Tools’ section in your AlloMia dashboard provides a central hub for this. This guide covers how to navigate the tools list and use search and sort functions effectively. Access the list by navigating to ‘Agent’ > ‘Tools’ in the main dashboard menu. Main List View: Here, you’ll see all the custom tools you have created. Each tool is typically displayed as a card or row containing key information. Key Information per Tool:
  • Name: The descriptive name you gave the tool (e.g., ‘Fetch Patient Record’).
  • Method: The HTTP method used for the API call (GET, POST, etc.), often color-coded for quick identification.
  • Last Updated: The date and time the tool’s configuration was last modified.
Clicking on a specific tool in the list will usually open its detailed configuration view (covered in other guides).

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Searching and Sorting Tools

As your list of tools grows, finding the specific one you need becomes important. Use the built-in search and sort features: Search: Look for a search bar typically located above the tools list. Enter keywords related to the tool’s name or description to filter the list dynamically. Sort: Find the ‘Sort’ button or dropdown menu. You can typically sort your tools by:
  • Name (A-Z or Z-A): Alphabetical sorting based on the tool name.
  • Last Updated (Newest or Oldest First): Chronological sorting based on the modification date.
This helps you quickly find recently modified tools or organize them alphabetically.