Tools

The Tools library holds reusable capabilities agents can invoke during conversations.

Tool types

Type	Use case
HTTP	Call your backend APIs with structured JSON
MCP	Connect Model Context Protocol servers
Integrations	Import from connected automation and workflow providers
Built-in	Phone, assistant, and platform actions — including Collect Contact

Dashboard workflow

Open Build → Tools.

Create an HTTP tool or connect an integration import.

Define the JSON schema the LLM should produce when calling the tool.

Attach the tool to agents on the Actions tab in the agent wizard.

You cannot delete a tool that is still attached to an agent. Detach it from agent Tools settings first.

Built-in: Collect Contact

Capture visitor details during chat (inline form) or voice (conversational) and upsert into Contacts. Optional HTTPS forward after save. Full setup and Agent Console test steps: Collect Contact.

Built-in: Send Email

Send an email via the org Email (SMTP) integration. Requires SMTP connected under Manage → Integrations before the tool can be attached and used.

Built-in: Send SMS

Send one templated SMS using a configured organization HTTP SMS gateway integration.

Built-in: Handoff

Route the conversation to another assistant or a dynamic router without ending the session.

For multi-agent workflows, prefer Squads and canvas handoff edges — each member keeps its own tools, and the squad graph is the source of truth for transfers.

Agent-specific setup: Tools & MCP.

REST management: Tools API.

Tools overview