AI
Overview and details on integrating AI within your RevCent account.
AI is not just a buzzword at RevCent. We are all-in on AI and have built features for our users to combine AI with their RevCent account. AI is becoming a core component of RevCent, bringing advanced capabilities and automation throughout many aspects of the RevCent ecosystem.
RevCent Sites
Create AI-developed, RevCent-hosted ecommerce Sites for storefronts, carts, landers, product catalogs, and custom commerce experiences.
AI Assistants
Run tasks autonomously in the background with AI based on your design.
AI Voice Agents
Accept inbound, or make outbound calls using AI.
RevCent MCP
The RevCent MCP server is available for model context protocol implementations.
System Tools
System tools are a core component within RevCent’s AI. System Tools allow AI to communicate and take action within your RevCent account.
Many of the operations listed on the API V2 Docs are available to the AI as System Tools. AI is intelligent enough to know what endpoint to call, fields that are required, etc. The AI will then run the System Tools(s) on its own and provide your MCP Client, AI Assistant or AI Voice Agent with the result. Numerous system tools are available to the AI via RevCent MCP, AI Assistant and AI Voice Agent.
How System Tools Work
When chatting with the AI via MCP, the running of an AI Assistant or an AI Voice Agent call, the AI is provided a list of System Tools it is permitted to use. The AI will determine any tool(s) it may need order to fulfill either an AI Chat request, AI Assistant step or AI Voice Agent instruction.
Example 1:
Lets say you are chatting with the AI and you asked it to find a customer. The AI will read available System Tools, find the Search Customers operation and then make the Search Customers call using the RevCent API in order to conduct the search. The results will be returned to the AI and it will present them accordingly.
Example 2:
An AI Assistant step tells the AI to create a note and email the customer. The AI will read available System Tools, find the Create Note and Send SMTP Message operations. The AI will then make both API calls simultaneously or in order. The results will be returned to the AI and the AI Assistant will proceed.
Example 2:
Within AI Voice Agent instructions you tell the agent to re-process a pending sale. The AI will read available System Tools, find the Process Pending Sale operation. The AI will then make the API call with the necessary parameters. The results will be returned to the AI and the AI Voice Agent will proceed.
Custom Arguments
When setting the trigger as API/AI for an Email Template or RevCent Function you will have the option to add one or more Custom Arguments. Custom Arguments allow the AI to pass dynamically generated information into either an Email Template or RevCent Function.
Why Custom Arguments?
Before triggering an Email Template or RevCent Function, the AI will read available custom argument descriptions, generate a value for each argument and then set the name and value within the custom_arguments object. This allows you to have the AI use its own logic to generate content the email template or function will receive.
Custom Argument Settings
Each custom argument you add requires you to specify the name and description. It is important to understand both the name and description settings below.
Name
The custom argument name is how you will access the generated content within an Email Template or RevCent Function. The name must be unique across all custom arguments. If you wanted to include the custom arguments in an email template, you would access it via the {{custom_arguments.*}} handlebars in your template, where * is the name of a custom argument. If utilizing custom_arguments in RevCent functions, the custom arguments will be accessible via event.data.custom_arguments.* within the function, where * is the name of a custom argument.
Description
The custom argument description determines the content. The description of a custom argument is the most important part. The description is the “instructions” the AI will read in order to generate the content when triggering an Email Template or RevCent Function.
Important: Write the description of a custom argument in a way that the AI will understand what you want generated and outputted. The description should be written such that a human can understand exactly what you want generated. If the description is too vague, the AI may not generate the exact content you want.
Example Custom Arguments
Below are examples of custom arguments, including naming and describing.
Argument 1
Objective: You want the AI to determine what timezone a customer lives in.
- Name: customer_timezone
- Description: Determine the customers timezone based on their address information.
- Access content:
custom_arguments.customer_timezone
Argument 2
Objective: You want the AI to generate a sale summary.
- Name: sale_summary
- Description: Generate a brief summary of the sale, including what was purchased and total amount.
- Access content:
custom_arguments.sale_summary
Example Output:
Below is an example output for the custom arguments with the AI generated content/value for each argument
{
"custom_arguments": {
"customer_timezone": "US/Eastern",
"sale_summary": "The customer purchased a USB as well as a Laptop, for a total amount of $2,239.21"
}
}