Control which tools your AI agent can use by enabling or disabling them. This article explains how to manage tool availability.

Accessing Tool Settings

  1. Go to AI Config > Tools
  2. View the tools organized by category
  3. Each tool card shows its current status

Enabling a Tool

Simple Tools

For tools without configuration:

  1. Find the tool in its category
  2. Toggle the switch to On
  3. The tool is immediately available

Configurable Tools

For tools that require setup:

  1. Toggle the switch to On
  2. A configuration modal opens
  3. Fill in the required settings
  4. Click Save

Disabling a Tool

  1. Find the enabled tool
  2. Toggle the switch to Off
  3. The tool is disabled immediately When disabled, the AI agent will no longer use that tool during calls.

Tool Status Indicators

Tools show their status clearly:

Saving Changes

Status Meaning
Active Enabled and ready to use
Inactive Disabled
Configured Set up but not published
Needs Setup Requires configuration

After making changes:

  1. A banner appears showing unsaved changes
  2. Click Save to save your configuration
  3. Or click Save & Publish to make changes live immediately

Tool Dependencies

Some tools depend on others:

  • Certain tools require base tools to be enabled first
  • The system will prompt you to enable dependencies
  • Disabling a required tool may disable dependent tools

Best Practices

Start Simple

Enable essential tools first:

  1. Booking tools for appointment management
  2. Customer tools for personalization
  3. Add CTA tools as needed

Test After Changes

After enabling or disabling tools:

  1. Make a test call
  2. Verify the agent behaves as expected
  3. Adjust if needed