Important Configuration Guidelines

Please follow the guidelines below when creating actions, capabilities, and prompts.

6.1 Use Lowercase Object Names

The Object/Entity Name must always be entered in lowercase.

For example:

Correct:

vcustomersaleshistory

Incorrect:

vCustomerSalesHistory

6.2 Use Lowercase Field Names

All field names specified in the Input and Output sections must be entered in lowercase and should match the field names exposed by the Sage CRM XML/Web Services response.

For example:

chis_compid

chis_name

chis_date

Do not change the field names to mixed-case or uppercase.

6.3 Action Name and Script Name Must Match

The action name and the corresponding script/function name must be identical.

For example:

Action Name: vcustomersaleshistory

and

async def vcustomersaleshistory(...)

Both names must match exactly.

6.4 Configure Appropriate Prompts

Prompts should be added to the actions to help the GUMU™ Co-Pilot Agent understand when and how the corresponding action should be used.

For example, if an action retrieves customer aging information, an appropriate prompt could be:

Show customer aging data for the specified customer.

This helps the Agent identify the appropriate action when the user asks for customer-specific aging information.