Toolsets

About Toolsets

Toolsets allow your apps to interact with external services to perform specific actions. This feature enables your QuickApps to call external functions and services, enhancing their capabilities and enabling more complex workflows.

Refer to the QuickApps Configuration page for more details on apps configuration.

Toolsets List

On the Toolsets page, you can find all toolsets existing in your DIAL instance. Here you can view, filter, and add new toolset definitions.

Toolsets grid

Field	Definition
ID	This is a unique key under the toolsets section of DIAL Admin.
Display Name	A user-friendly label for a toolset (e.g. GitHub, Google Maps).
Description	Free-text notes about this toolset’s purpose, capabilities, or any other relevant details.
Author	Contains the tools author's name.
Topics	Tags or categories (e.g. "finance," "support") you can assign for discovery, filtering, or grouping. Helps end users and admins find the right toolset.

Create Toolset

1. Click + Create to invoke a Create Toolset modal.
2. Define parameters:

Field	Required	Definition & Guidance
ID	Yes	This is a unique key under the toolsets section of DIAL Admin.
Display Name	No	A user-friendly label shown across the UI (e.g. GitHub, Google Maps).
Description	No	Free-text note about the this toolset’s purpose, capabilities, or any other relevant details.
Base Endpoint	Yes	Root endpoint of the toolset. This allows applications and LLMs to interact with its tools by invoking this endpoint.

3. Click Create to close the dialog and open the configuration screen. When done with toolset configuration, click Save. It may take some time for the changes to take effect after saving.

Toolset Configuration

You can access the toolset configuration screen by clicking any toolset in the toolsets grid and also when adding a new toolset. In this section, you can view and configure all settings for the toolset.

• Properties: Main definitions.
• Tools Overview: Optional capabilities and custom endpoints.
• Roles: User groups that can use this toolset and their rate limits.
• Audit: Provides detailed logs of individual configuration changes.

Top Bar Controls

• Delete: Permanently removes the selected toolset from DIAL.
• JSON Editor (Toggle): Switch between the form-based UI and raw JSON view of the toolset’s configuration. Use JSON mode for copy-paste or advanced edits.

Properties

In the Properties tab, you can view and edit main definitions and settings for toolset.

Basic Identification and Information

Field	Required	Description
ID	-	This is a unique key under the toolsets section of DIAL Admin.
Updated Time	-	Date and time when the toolset's configuration was last updated.
Creation Time	-	Date and time when the toolset's configuration was created.
Display Name	No	A user-friendly label shown across the UI (e.g. GitHub, Google Maps).
Description	No	Free-text note about the this toolset’s purpose, capabilities, or any other relevant details.
Maintainer	No	Field used to specify the responsible person overseeing the toolset’s configuration.
Icon	No	A logo to visually distinguish toolsets in the UI.
Topics	No	A tag that associates a toolsets with one or more topics or categories (e.g. "finance", "support").
External Endpoint	Yes	Root endpoint of the toolset. This allows applications and LLMs to interact with its tools by invoking this endpoint.
Transport	Yes	Default HTTP; choose SSE for server-sent events when supported.
Max retry attempts	Yes	Number of times DIAL Core will retry a failed call (due to timeouts or 5xx errors).

Tools Overview

Tools in toolsets are functionalities that can be used to extend the capabilities of your DIAL Quick Apps. Tools can include applications or models deployed in DIAL, external services, and web APIs. E.g., allowing to fetch the weather forecast from external API, or to get the geocode by address in Google Maps.

The Tools Overview tab is where you define which tools belong to a toolset and can be used.

Add

You can add a tool manually only if Use all available tools toggle is Off.

1. Click + Add on the top-right.
2. Click + Add in the modal and give names to the tools that will be added.
3. Add to add tools to the toolset.

Remove

You can remove a tool only if Use all available tools toggle is Off.

1. Hover the tool by the pointer to see Delete button.
2. Click Delete to remove a tool.

Roles

You can create and manage roles in the Access Management section.

In the Roles tab, you can define user groups that are authorized to use a specific toolset, enforce per-role rate limits and configure invitation settings.

Refer to Access & Cost Control to learn more about roles and rate limits in DIAL.

Roles grid

Column	Description & Guidance
ID	A unique role's identifier
Display Name	A role's name.
Description	A user-friendly explanation of the role’s purpose (e.g., "DIAL Prompt Engineering Team").
Tokens per minute	Per Minute tokens limit for a specific role. Blank = no limits. Inherits the default value. Can be overridden.
Tokens per day	Daily tokens limit for a specific role. Blank = no limits. Inherits the default value. Can be overridden.
Tokens per week	Weekly tokens limit for a specific role. Blank = no limits. Inherits the default value. Can be overridden.
Tokens per month	Monthly tokens limit for a specific role. Blank = no limits. Inherits the default value. Can be overridden.
Expiration time	TTL (Time To Live) of the invitation link to a shared resource.
Max users	The maximum number of users who can accept a shared resource.
Actions	Additional role-specific actions. When Make available to specific roles toggle is off - opens the Roles section in a new tab. When Make available to specific roles toggle is on, you can open the Roles section in a new tab, set no limits or remove the role from the list.

Set Rate Limits

The grid on the Roles screen lists the roles that can access a specific toolset. Here, you can also set individual limits for selected roles. For example, you can give "Admin" role unlimited monthly tokens but throttle "Developer" to 100,000 tokens/day or allow the "External Partner" role a small trial quota (e.g., 10,000 tokens/month) before upgrade.

To set or change rate limits for a role:

1. Click in the desired cell (e.g., Tokens per day for the "ADMIN").
2. Enter a numeric limit or leave blank to enable an unlimited access. Click Reset to default limits to restore default settings for all roles.
3. Click Save to apply changes.

Default Rate Limits

Default limits are set for all roles in the Roles grid by default; however you can override them as needed.

Field	Description
Default tokens per minute	The maximum tokens any user can consume per minute unless a specific limit is in place.
Default tokens per day	The maximum tokens any user can consume per day unless a specific limit is in place.
Default tokens per week	The maximum tokens any user can consume per week unless a specific limit is in place.
Default tokens per month	The maximum tokens any user may consume per month unless a specific limit is in place.
Expiration time	The default TTL (Time To Live) of the invitation link to a shared resource.
Max users	The default maximum number of users who can accept a shared resource.

Role-Specific Access

Use Make available to specific roles toggle to define access to the toolset:

• Off: Toolset is callable by any authenticated user. All existing user roles are in the grid.
• On: Toolset is restricted - only the roles you explicitly add to the grid can invoke it.

Add

You can add a role only if Make available to specific roles toggle is On.

1. Click + Add (top-right of the Roles Grid).
2. Select one or more roles in the modal. The list or roles is defined in the Access Management section.
3. Confirm to add role(s) to the table.

Remove

You can remove a role only if Make available to specific roles toggle is On.

1. Click the actions menu in the role's line.
2. Choose Remove in the menu.

Audit

Activities

The Activities section under the Audit tab of a specific toolset provides detailed visibility into all changes made to that toolset.

This section mimics the functionality available in the global Audit → Activities menu, but is scoped specifically to the selected toolset.

Activities List Table

Field	Definition
Activity type	The type of action performed (e.g., Create, Update, Delete).
Time	Timestamp indicating when the activity occurred.
Initiated	Email address of the user who performed the activity.
Activity ID	A unique identifier for the logged activity, used for tracking and auditing.

Activity Details

The Activity Details view provides a detailed snapshot of a specific change made to a toolset.

To open Activity Details, click on the three-dot menu (⋮) at the end of a row in the Activities grid and select “View Details”.

Element/Section	Description
Activity type	Type of the change performed (e.g., Update, Create, Delete).
Time	Timestamp of the change.
Initiated	Identifier of the user who made the change.
Activity ID	Unique identifier for the specific activity tracking.
View	Dropdown to switch between showing all parameter or changed only.
Parameters Diff	Side-by-side comparison of toolset fields values before and after the change. Color-coding is used to indicate the operation type (Update, Create, Delete).

JSON Editor

For advanced scenarios like copy/paste between environments, or tweaking settings not exposed in the form UI—you can switch to the JSON Editor in any toolset’s configuration page.

Switching to the JSON Editor

1. Navigate to Entities → Toolsets, then select the toolset you want to edit.
2. Click the JSON Editor toggle (top-right). The UI reveals the raw JSON.

TIP: You can switch between UI and JSON only if there are no unsaved changes.