Tools
What the AI can do mid-conversation: capture leads into the CRM, book with the scheduler, open tickets, and call any of 235 integrations — scoped to the step that needs them.
View as MarkdownTools are what turn an answering machine into a front office: the AI doesn't just say it can book you in — it books you in. Tools are attached to agents, and inside a workflow they can be scoped to a single step, so only the booking step can touch the calendar.
Built-in tools
| Tool | What it does |
|---|---|
| Lead capture | Collects the fields of the CRM card you bound (name, phone, job details…) and creates the deal — one binding shared by chat and voice. See CRM overview. |
| Scheduler booking | Offers real slots from a booking page and books one, confirming by text. |
| Send to help desk | Opens a ticket with the transcript when a human should take over. |
| CRM writes | Creates or moves cards as a conversation progresses — "mark them contacted". |
Connector tools
Any of the 235 integrations can back a tool: look up an order in Shopify, check a customer in Stripe, write a row to Google Sheets, post to Slack. Connect the account once (business-level or per-agent), then attach the tool where it's needed. Requests are fenced to the product's own API host, and credentials are encrypted and never shown to the model.
Step-scoped tools
In a flow, tick a tool on a specific step and it exists only there. The order-taking step can push to the POS; the small-talk step can't. This is the main defense against tools firing at the wrong moment — scope tightly.
Bind the lead-capture tool to the right board and column and every door — chat, phone, DMs — files its own leads with attribution. Most businesses need that before any exotic connector.