Connect Customgpt to your AI agent
CustomGPT.ai is a platform that enables users to create and integrate AI-powered chatbots tailored to their specific data and requirements.
We set up the connection using your own Customgpt account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Customgpt
Each one is a real action the agent can take on its own, the same things a person clicking around Customgpt could do. Read-only by default; write actions are confirmed against your policy.
- Activate Persona Version 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 th…
- Add Source to Project 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 know…
- Clone CustomGPT Project 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…
- Create Conversation 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 c…
- Create CustomGPT Project 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 f…
- Delete Page from Agent 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 Use this to remove outdated or incorrect in…
- Delete CustomGPT Project Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
- Delete CustomGPT Project License 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 it…
- Delete CustomGPT Source 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.
- Export Leads 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 s…
- Get Message 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.
- Get Message Trust Score 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 better-gr…
- Get Page Metadata 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.
- Get Agent Plugins 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.
- Get CustomGPT Project 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.
- Get Project License Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
- Get Project Settings 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. Use…
- Get Analytics Chart Data 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 queries-per-c…
- Get Conversation Analytics 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 users…
- Get Customer Intelligence Report 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 understand…
- Get Traffic Analytics Report 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 you…
- Get Agent Statistics 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 age…
- Get Usage Limits 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 t…
- Get Current User Profile Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
- List Conversation Messages 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 conversati…
- List Agent Documents 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…
- List Persona Versions 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 change…
- List CustomGPT Project Licenses 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 enabl…
- List CustomGPT Projects 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 disco…
- List Agent Sources 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 k…
- Reindex Page 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 version…
- Search Team Members 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.
- Submit Message Feedback 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 can…
- Update Page Metadata 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…
- Update Project 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 includi…
- Update Project License 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 Project Settings 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 curre…
- Update Source Settings 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…
- Update User Profile 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 field…
- Verify Message Accuracy 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 which…
Setup
How we connect it
- 1
Connect your account
You create a key in Customgpt, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Customgpt questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Customgpt's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Customgpt to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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