Connecting your AI assistant

Connecting your AI assistant to Caddey lets it discover, search, and execute tools from your connected toolboxes. This guide explains how to create an agent, retrieve its API key, and connect available toolboxes to the agent.

Step 1: Navigate to the Agents section

1. Log in to your Caddey account.
2. Open the Caddey dashboard.
3. Select the Agents tab from the sidebar menu.

Step 2: Create a new agent

1. Click "Add Agent"
   In the Agents section, click the Add Agent button to begin.

2. Provide agent details

   • Enter a name for the agent.
   • Optionally, add a brief description to explain its purpose.

3. Save the agent
   Once you’ve entered the details, save the agent. You will now temporarily see the agent’s API key.

Step 3: Copy your agent's API key

• The API key is displayed only once immediately after creating the agent.
• Important: Copy and save this key securely, as it will be needed to integrate your AI assistant.

Step 4: Connect toolboxes to the agent

1. Within the agent settings, click Add Toolbox.
2. Select from the list of available toolboxes that you want the agent to use.
3. Save your selections to grant the agent access to the chosen toolboxes.

Step 5: Integrate your agent with your AI assistant

• Follow the specific guides for your AI assistant:
  • Connecting with ChatGPT
  • Connecting a Custom AI Assistant

These guides provide detailed instructions on setting up the agent in your assistant’s configuration.

Tips for managing agents

• Keep your API key secure: Treat your agent's API key like a password and revoke it if it’s no longer needed.
• Organize agents logically: Name agents clearly to make management easier.
• Update toolbox connections as needed: You can add or remove toolboxes from an agent at any time based on your workflow needs.