AI tools are organized into categories based on their function. This article explains each category and what tools it contains.
Bookings Category
The Bookings category contains tools for appointment management:
Booking Manager
The primary tool for handling appointments. It enables your AI agent to:
- Check calendar availability
- Create new bookings
- Modify existing appointments
- Cancel appointments
- Handle booking preferences (staff, time, service) Depending on configuration, the booking manager can fully handle bookings via AI, transfer to a human, or send a booking link.
Customer Category
The Customer category contains tools for managing customer interactions:
Customer Tools
Enable your AI agent to:
- Look up existing customer profiles
- Recognize returning customers
- Create new customer records during calls
- Access customer history
Call to Action Category
The Call to Action category contains tools for driving specific actions:
CTA Tools
These tools help convert calls into outcomes:
- Send booking links via SMS
- Trigger follow-up actions
- Collect lead information
- Forward calls when needed
Utilities Category
The Utilities category contains supporting tools:
Date Tool
Provides current date awareness for accurate scheduling.
Greetings
Manages greeting templates and personalization.
Category Display
Each category shows:
- Category name and icon
- Number of tools in the category
- Tool cards with enable/disable toggles