Tools

The full set of tools Umbraco Engage AI makes available to a Copilot agent.

Umbraco Engage AI ships these read-only tools, grouped under the Engage Read permission. An agent granted this permission can query Engage's campaigns, segments, goals, personas, customer journeys, performance figures, traffic, and A/B tests. It cannot create, edit, or delete anything in Engage.

Tool	Category	Answers questions like
engage_get_summary	Summary	"Give me a quick overview of how things are going."
engage_get_campaigns	Discovery	"What campaigns do we have set up?"
engage_get_segments	Discovery	"What segments do we have?"
engage_get_goals	Discovery	"What goals are we tracking?"
engage_get_personas	Discovery	"Who are our visitor personas?"
engage_get_customer_journeys	Discovery	"What customer journeys are set up?"
engage_get_campaign_performance	Performance	"Which campaign is giving us the best return right now?"
engage_get_goal_performance	Performance	"Are our conversions going up or down lately?"
engage_get_segment_performance	Performance	"Which of our segments is performing best right now?"
engage_get_top_pages	Traffic	"Show our top pages by pageviews for this year."
engage_get_top_entry_pages	Traffic	"Where do most visitors first land on the site?"
engage_get_top_traffic_sources	Traffic	"Which channels should I double down on?"
engage_explain_goal	Explain	"What exactly counts as a completed goal, and when does it trigger?"
engage_explain_segment	Explain	"What does this segment capture? Break it down for me."
engage_explain_persona	Explain	"Why would a visitor end up classified as a 'Window Shoppers'?"
engage_explain_customer_journey	Explain	"What happens at each stage of a customer journey, and how does a visitor move between them?"
engage_get_ab_tests	A/B Testing	"Should I end any of my running tests yet, or keep waiting for more data?"

The Discovery tools list what's configured. The Performance and Traffic tools report figures. The Explain tools answer "what does this mean and how is it scored" rather than only "what is it". All of them are available from either Copilot surface (see Asking Engage Questions). The agent needs the Engage Read permission and must be attached to that surface.