Team
Shared credential for production and unattended runs.
CustomGPT.ai is a platform that enables users to create and integrate AI-powered chatbots tailored to their specific data and requirements.
Tools and triggers
Available tools and events after Customgpt is connected.
Restore a previous persona version for a CustomGPT agent. Activates a previous persona version, making it the current active persona. This creates a new version entry in the history (it doesn't overwrite), preserving…
Add a data source to a CustomGPT agent's knowledge base. Connects content via sitemap URL, file upload, or integration. The system begins indexing immediately after creation. Use when adding documentation, FAQs, or…
Tool to clone a CustomGPT agent (project). Creates a complete copy of an existing agent, including its knowledge base, persona, and settings. Use this to create variations of an agent for testing, or to use an existing…
Tool to create a new conversation session for a CustomGPT agent. Use this when starting a new chat interaction - it returns a session ID that you'll use to send messages. Optionally provide a name to help identify the…
Tool to create a new CustomGPT agent from a sitemap URL or file upload. The agent immediately begins processing the content to build its knowledge base. Use when you need to create a new AI agent with custom knowledge…
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Deletes a license from a CustomGPT project/agent. Requires numeric project ID and license ID. This action is idempotent - it succeeds even if the license doesn't exist (404). The project must have licenses enabled in…
Tool to delete a data source from a CustomGPT agent. Removes the source and all its documents from the agent's knowledge base. Use this to disconnect content that's no longer relevant or to clean up after testing.
Tool to delete a document from a CustomGPT agent's knowledge base. Permanently removes a document and the agent will no longer reference this content when answering questions. Use this to remove outdated or incorrect…
Export leads from a CustomGPT project. Returns lead information captured from conversations including email addresses, names, phone numbers, and custom fields. Supports pagination and date range filtering. Use this to…
Tool to retrieve plugin details for a specific CustomGPT agent (project). Use when you need to inspect plugin configuration, status, and metadata for an agent.
Tool to get agent statistics. Returns usage metrics and performance statistics for an agent, including total conversations, query counts, document statistics, and processing information. Use when you need to monitor…
Tool to retrieve analytics chart data for a CustomGPT project. Returns time-series data formatted for charts, with daily or weekly breakdowns of key metrics including conversation counts, query counts, and…
Tool to get conversation analytics for a CustomGPT project. Returns conversation metrics including total conversations, average queries per conversation, and other engagement statistics. Use this to understand how…
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
Tool to get customer intelligence for a CustomGPT project. Returns AI-analyzed insights about users including common intents, emotional sentiment, frequently discussed topics, and emerging trends. Use this to…
Tool to get agent details. Returns the full configuration and current status for a specific agent. Use this to check processing status, view settings, or retrieve metadata about the agent.
Tool to get message details from a CustomGPT conversation. Returns the complete details for a single message, including the user's prompt, the agent's response, timestamps, citations, and any attached metadata.
Tool to retrieve verification trust score for a message in a CustomGPT conversation. Returns a score calculated by checking how well the agent's claims are supported by source documents. Higher scores indicate…
Tool to get document metadata including title, source URL, word count, and custom metadata fields. Use this to display document information or manage your knowledge base.
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Retrieve configuration settings for a specific CustomGPT agent/project. Returns settings including: chatbot avatar, background, default prompt, example questions, response source, language, and branding preferences…
Tool to retrieve traffic analytics for a CustomGPT agent/project. Returns user traffic metrics including unique visitors, session counts, geographic distribution, and device types. Use this to understand who's using…
Get account usage limits showing current usage vs. maximum allowed for projects, storage credits, and API queries. This returns how many projects, storage credits (characters indexed), and queries you've used compared…
Lists all documents in a CustomGPT agent's knowledge base. Returns indexed content including webpages, PDFs, and uploaded files that the agent can reference. Supports filtering by crawl/index status and pagination. Use…
Tool to list all data sources connected to an agent. Returns sources from various origins like sitemaps, Google Drive folders, SharePoint sites, or uploaded files. Use this to manage what content feeds into an agent's…
Retrieves all messages from a CustomGPT conversation, including both user queries and AI responses. Use this to view the complete chat history for a specific conversation session. Returns an empty list if the…
List all licenses for a CustomGPT project/agent. Returns an array of license objects with details like ID, type, status, and timestamps. Returns an empty array if the project has no licenses or if licenses are not…
Lists all CustomGPT projects (agents) for the authenticated user. Returns projects with full details including ID, name, type, chat status, and timestamps. Supports pagination via the 'page' parameter. Use this to…
Tool to list persona versions for a CustomGPT agent. Use when you need to view the version history of an agent's persona. Every time the persona is updated, a snapshot is automatically saved, allowing you to view…
Tool to reindex a document in CustomGPT knowledge base. Re-crawls and re-indexes a URL-based document to update its content. Use this when the source content has changed and you want the agent to use the updated…
Tool to search for team members by email address or user ID. Use this to find users when assigning permissions or managing team access. Requires Owner or Admin role to execute.
Tool to submit feedback (thumbs up/down) for a message in a CustomGPT conversation. Use this to record user satisfaction signals that help identify which AI responses are helpful and which need improvement. Feedback…
Update document metadata for a specific page in a CustomGPT project. Updates custom metadata fields such as title, description, URL, and image that help organize and manage your knowledge base. Use when you need to add…
Updates an existing CustomGPT agent's name or configuration settings. Use this to rename an agent or modify its basic properties without affecting its knowledge base. Returns the complete updated project details…
Updates the name of an existing license for a CustomGPT project/agent. Prerequisites: - The project must have licenses enabled in its plan - Both project ID and license ID must be valid and exist - Use List Projects to…
Update CustomGPT agent configuration settings. Updates persona instructions, response format, citation style, branding, and deployment settings. Only include fields you want to change - omitted fields retain their…
Update source settings for a CustomGPT agent data source. Configure how the source is indexed and kept up to date by adjusting auto-sync frequency, crawl depth, file filters, and refresh behavior. Use this to fine-tune…
Updates the authenticated user's profile information in CustomGPT. Use this action to modify profile details such as the user's display name, email address, or profile photo URL. All fields are optional - only the…
Tool to verify message accuracy by triggering a fact-checking verification process. Use when you need to verify claims in a conversation message against source documents. The system compares each claim and reports…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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