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Using Complex Capabilities

Before your AI Employee can use certain capabilities, you may need to configure API credentials or connect to external systems. This page provides setup instructions for capabilities that require additional configuration or are more complex to use.

For general information on enabling and configuring capabilities, see Configuring Capabilities.

Prerequisites​

Before you begin:

  • You have an AI Employee created in Business App
  • You have access credentials for the external system you want to connect (required for some capabilities)

Check WooCommerce inventory​

Checks product inventory and availability from your WooCommerce store.

Required variables​

After connecting this capability to an AI Employee, fill in the following fields:

VariableDescriptionExample
WooCommerceStoreUrlYour WooCommerce store URLhttps://example.ca/
WooCommerceProductsApiUrlDirect URL to your WooCommerce products API endpointhttps://example.ca/wp-json/wc/v3/products
WooCommerceBasicAuthYour encoded API credentials for authenticationY29uc3VtZXJfa2V5OmNvbnN1bWVyX3NlY3JldA

Getting your WooCommerce API credentials​

The WooCommerceBasicAuth field requires an authentication key that allows your AI Employee to securely connect to your WooCommerce store.

To generate this key:​

  1. Log in to your WordPress admin dashboard.
  2. Navigate to WooCommerce › Settings › Advanced › REST API.
  3. Click Add Key to create new API credentials.
  4. Set the permissions to Read.
  5. Generate and copy your credentials.
warning

Ensure permissions are set to Read when creating your API key. If set to Write or Read/Write, users could potentially update or change product information or pricing on your WooCommerce store.

You will need to format these credentials for use in the WooCommerceBasicAuth field. For detailed instructions on formatting your authentication key, search for "WooCommerce REST API Basic Authentication" or consult your WooCommerce administrator.

note

Do not include the word Basic in the WooCommerceBasicAuth field, it is added automatically.

Create email template​

Creates an email template from a description.

note

You must have Campaigns Pro enabled to access this capability.

Using this capability​

Chat with your AI Employee that has the Create email template capability assigned. Describe the email you want to create, and the AI will generate a template for you.

Finding your email templates​

After your AI Employee creates a template:

  1. Navigate to Campaigns in the right navigation panel.
  2. Click Templates.
  3. Your created templates appear under My templates.