Tools reference
Everything the assistant can do, grouped by the permission that unlocks it.
Tool names are what the assistant sees. You rarely need them, but they appear in error messages and in the assistant's own explanations, so they are listed here for reference.
Read Project Data and Analytics
These tools are read-only: they never change anything, never ask for confirmation, and do not count against the monthly allowance. Test questions are free and limited to about 30 per project per hour.
Experiences, Users, and Feedback
intel_get_project_overview
The project at a glance: users and activity, what is live by type, drafts, experiences expiring soon, best performers, running experiments, activation summary.
intel_list_experiences
Inventory of tours, surveys, banners, hints, checklists, resource centers, and posts with their delivery status.
intel_get_experience_performance
One experience's funnel: completion and engagement rates, with ordered step-by-step drop-off.
intel_get_activation_funnel
Step-by-step activation for a success tracker, optionally for one segment.
intel_compare_cohort_adoption
How up to five segments adopt one experience, against the all-users baseline.
intel_get_experiment_results
A/B results per variant, lift over control, and whether the difference is significant yet.
intel_list_issues
Where experiences break for real users: target element missing, hidden, or ambiguous.
intel_get_user_adoption_profile
One end user: identity, segments, every experience seen with status, activation progress.
segment_list
The project's segments with approximate sizes.
feedback_list_responses
Survey and NPS responses, newest first.
content_get_experience
Reads one experience back as stored: copy, button, image, audience, dashboard link. Experiences built in the dashboard can be richer than this view shows, and the tool says so when parts are not represented.
Jimo Agent
agent_get_overview
Where the agent stands, and the setup gaps still open. The place to start.
agent_list_pages
Every screen the agent knows. Pass a URL to see which pages would load there.
agent_get_page
One page: description, rules, elements by name and purpose, suggestions, skills, and the screenshot link.
agent_test_url_rules
Tries rules against real URLs before anything is saved.
agent_list_skills
Every skill, with its type, page, uses, and whether it needs review (10 or more decided runs and under 70% resolved).
agent_get_skill
One skill: instructions, the values it asks for, and the suggestions that start it.
agent_get_skill_performance
Why a skill fails, split into structural causes (a missing element, an unscanned page), which rewriting the instructions does not fix, and instruction issues, which it may.
agent_list_knowledge_sources
Everything the agent is trained on, with training status.
agent_get_knowledge_source
Training progress, the pages a website actually read, and the ones it could not.
agent_test_question
Asks the real agent. Returns the answer, what it looked up (it may not have used all of it), the skill it would offer, the hand-off to a human it would start, and the first page action it would take. That action is not run. Pass a page URL, and the text visible there, to ask from a given screen.
agent_get_performance
Usage, success rate, and escalations by reason and topic, against the previous period. Success rate is likes against dislikes: conversations nobody reacted to do not count.
agent_get_conversation_insights
What end users asked the Jimo Agent, plus a needs-attention feed: unanswered questions, disliked answers, abandoned skill runs.
agent_list_conversations
What end users asked, filtered by text, reaction, escalation, or page.
agent_get_conversation
One transcript.
Manage Experiences
content_draft_experience
Creates a draft changelog post, top banner, or pop-in modal from plain text. Drafts are invisible to end users. Images are attached by public URL (there is no upload), and banners carry a title and button only.
No (draft only)
content_update_experience
Rewrites the copy of a draft: title, body, button label and URL, image URL. Nothing else changes.
Only if the draft was also worked on in the dashboard
content_publish_experience
Makes a draft visible in chosen environments, or re-scopes a published experience's environments. Posts skip environment scoping, they are portal content.
Yes
content_set_experience_state
Pauses or resumes a published experience. Not for posts.
Yes
content_set_audience
Sets who an experience targets (saved segments or all users) and when it runs (start and expiry).
Yes
content_translate_experience
Translates every step and block of an experience with Jimo's smart translate, formatting kept. Works on every experience type, draft or published. Adds missing languages by default, or regenerates existing ones after the base copy changed.
Yes, except on a draft the assistant created and nobody else touched
content_set_translation
Writes one language's title, body, or button label by hand, to fix a wording or supply a translation. Posts, banners, and modals only.
Yes, except on a draft the assistant created and nobody else touched
content_delete_translation
Removes one language, so end users with that language see the base copy.
Yes
content_delete_experience
Deletes a draft, or a published experience or post, together with what it collected (survey responses, comments, reactions). It does not archive and cannot be undone. Deleting a published item needs the delete permission. The preview offers pausing instead when that is enough.
Yes
Teach My Jimo Agent
agent_save_custom_answer
Saves a curated question and answer pair. Live for end users within minutes. Saving the same question again updates its answer.
Yes
agent_add_knowledge_source
Imports up to 10 documents per call from text the assistant already holds. Re-importing with the same document id replaces the old version.
Yes
agent_add_website_source
Trains on a help center or docs site from its sitemap (same host, under that address, without following links), or on an exact list of pages. The preview shows the pages found, up to 500, and the existing website sources that already read some of them, before anything trains.
Yes
agent_add_zendesk_source
Trains on the connected Zendesk help center, all published articles (up to 500) or a selection. If Zendesk is not connected, it returns the dashboard link where an admin connects it.
Yes
agent_refresh_knowledge_source
Re-crawls an existing URL source now instead of waiting for the schedule.
No
agent_delete_knowledge_source
Removes a custom answer, an imported document, a website, a Zendesk help center, or an uploaded file. A source that is still training cannot be deleted.
Yes
Build and Run My Jimo Agent
agent_update_settings
Instructions, language, attributes the agent may see, launcher targeting, devices, segments, accent and theme, escalation, and how often websites are re-read. Left-out settings stay as they are. Does not switch the launcher on or off.
Yes
agent_set_launcher_state
Puts the launcher live or pauses it. The preview lists what is still missing.
Yes, unless it is already in that state
agent_create_read_all_pages
Up to 10 Read all screens from a name, a description in users' words, and URL rules. No snippet needed to create them, they take effect once the Jimo snippet runs on the site. Each one comes back with a screenshot link. If one page is refused, the whole batch is refused with the reason for each.
Yes
agent_update_page
Name, description, rules, environments. Also the step after a scan, to cover every record of the screen.
Yes
agent_delete_page
Deletes a page and every skill on it. Needs Delete pages and skills.
Yes
agent_set_page_suggestions
The ordered suggested questions on a page, at most four active. A suggestion can start a skill. Suggestions left out of the call are deleted.
Yes
agent_start_page_scan
A dashboard link that opens the scanner. Writes nothing itself: saving the scan in the dashboard adds the page, replaces its scan, or converts it to the other mode, and says which first.
No
agent_create_skills
Up to 10 skills, always created inactive. If one skill is refused, the whole batch is refused with the reason for each.
No
agent_update_skill
Name, description, instructions, type, or move to another page. Live users get the new version within about 30 seconds.
Yes when the skill is live. An inactive skill is updated directly.
agent_set_skill_state
Activates or deactivates up to 20 skills.
Yes, unless nothing would change
agent_delete_skill
Deletes a skill. Deactivating keeps it. Needs Delete pages and skills.
Yes
Next Steps
What to Ask: you never call these tools yourself, just ask in plain language.
Permissions & Safety: how the confirmation step works.
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