AI Tools are the actions your AI agent can use during customer calls. They let the agent do more than talk: it can check booking availability, create or change bookings, send helpful links by SMS, transfer callers to a person, or look up business knowledge when needed.
Where to find them
Go to AI Agent → Tools & Integrations. The page title is Tools & Integrations, with the description Connect external tools and services your AI agent can access and use.
The sidebar groups tools into categories such as:
- Bookings
- Customer
- Call-to-action
- Utilities
The exact tools shown depend on your business type and what is active for your location.
How tool cards work
Each tool appears as a card with a short description, a switch, and a status:
- Active means the tool is enabled
- Inactive means the tool is disabled
Some tools also show Configure. These tools need extra details, such as a phone number, link, or behaviour option, before they can be used properly.
Why tools matter
Tools control what the agent can actually do for customers. For example, if booking tools are enabled, the agent can help with booking-related tasks. If SMS link tools are enabled and configured, the agent can send customers useful links during a call.
Turning off a tool limits the agent's options. That can be useful when you do not want the agent to perform a certain action, but it can also make the agent less helpful if customers expect that action.
💡 Tip: Enable only the tools your business is ready to support. A tool should match a real customer need and have the right information behind it.
Saving changes
Changing a switch or configuration creates an unsaved change. The Save your changes? banner appears at the bottom of the page. Select Save Changes to apply, or Reset to discard.
Switches and configurations across all tool categories save together.
How to review tools over time
Treat tools as part of your operating setup. Review them when you add a new location, change booking rules, update your website links, or change who should receive transferred calls.
If a customer tells you the agent could not complete a task, check whether the right tool is active before rewriting greetings or Knowledge Base content.