Tools and integrations (Coming soon)
Coming soon. You can already choose tools and integrations for an agent: they are saved with it and ready for when they ship. A call does not act on them yet.
Tools let an AI agent do things during a conversation, not just talk. Integrations connect it to the systems your business already uses. Together they turn an agent that answers questions into one that gets things done.
Tools
Add them from More settings → Add setting → Tools. Each tool shows its cost in credits per call.
End Call | Hang up politely when the conversation is finished. |
Transfer Call | Pass the caller to a person or a team, with a short summary. |
Lookup Customer | Recognise the caller from your contacts and greet them by name. |
Send SMS | Text the caller a confirmation, an address or a link during the call. |
Create Ticket | Open a ticket for your team with the details of the request. |
Web Search | Look up public information the agent was not given. |
Integrations
Add them from More settings → Add setting → Integrations.
- CRM: read the customer's record and save leads, notes and call results.
- Calendar: check free slots and book appointments straight into your calendar.
- Webhook: send conversation data to your own system, or fetch live data such as an order status, through a Webhook URL you enter.
Prepare now
- Choose the tools you will want, so your agent is ready on the day they ship.
- Until then, write in the instructions what the agent should do instead, for example "take a message for a call-back" rather than transfer.
- Keep your contacts up to date in Data Management → Contacts so Lookup Customer has something to find.
Follow ✨ What's New and the Release Notes to hear when each one goes live.
On this page
- Tools and integrations (Coming soon)