Agent Tools
AI agents can use tools to interact with the system, perform actions, and execute operations on behalf of leads. Tools allow agents to go beyond conversation and actually manipulate data, retrieve information, and perform tasks.Available Tools
Document Processing Tools
- OCR Document: Extract text from documents using OCR
- Document Classification: Match documents to checklist requirements
- Data Extraction: Extract structured data from documents
Lead Management Tools
- Update Lead: Update lead information including name, email, phone number, and website
- Create Lead: Create new leads when needed
- Retrieve Lead Data: Get current lead information and status
Communication Tools
- Send Message: Send emails or SMS messages
- Schedule Follow-up: Schedule automated follow-up messages
- Retrieve Messages: Access conversation history
Tool Configuration
Tools can be configured in the agent settings:- Enable/Disable: Choose which tools the agent can use
- Tool Permissions: Set what actions each tool can perform
- Tool Grouping: Organize tools by category
Tool Execution
When the agent uses a tool:- Tool is called with appropriate parameters
- Tool executes the requested action
- Results are returned to the agent
- Agent uses results to continue the conversation or take next steps
Tool Results in Timeline
All tool executions are logged in the Timeline, showing:- Tool name: Which tool was used
- Input parameters: What data was sent to the tool
- Output results: What the tool returned
- Status: Whether the tool execution succeeded or failed
- Timing: When the tool was executed
Best Practices
- Enable only needed tools: Don’t enable tools the agent doesn’t need
- Monitor tool usage: Review tool executions in the Timeline
- Configure permissions carefully: Ensure tools have appropriate access
- Test tool behavior: Verify tools work as expected before deploying