Different tools have different configuration options. This article explains common field types you'll encounter when setting up tools.

Field Types

Toggle Switches

Boolean on/off settings for features within a tool.

Example: Send SMS confirmation — On/Off

Text Fields

Open text input for values like names or messages.

Example: Custom greeting message

URL Fields

Links to web pages or resources.

Requirements:

  • Must start with http:// or https://
  • Must be a valid URL format Example: Online booking page URL

Phone Number Fields

Phone numbers for transfers or notifications.

Features:

  • Country code selector
  • Format validation
  • E.164 format conversion Example: Transfer calls to this number

Choice between predefined options.

Example: Handling mode selection:

  • AI handles bookings
  • Transfer to human
  • Send booking link

Common Booking Tool Fields

Handling Mode

Controls how the AI handles booking requests:

Notification Settings

Mode Behavior
AI Handles Agent completes booking during call
Transfer Agent transfers to staff member
Send Link Agent sends booking URL via SMS

Configure what happens after bookings:

  • Send SMS — Text confirmation to customer
  • Send Email — Email confirmation to customer

Staff Assignment

Control how bookings are assigned:

  • Round robin rotation
  • Specific staff preferences
  • First available

Conditional Field Visibility

Some fields only appear when relevant:

  • Transfer phone — Only shown when "Transfer to human" is selected
  • Booking URL — Only shown when "Send booking link" is selected The interface updates automatically based on your selections.

Field Dependencies

Some fields affect others:

  • Certain options may disable conflicting settings
  • Required fields may change based on mode selection