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What are Tools?

Tools connect your assistant to external services. When a tool step executes:
  1. The assistant gathers required inputs
  2. The tool calls the external service
  3. Results are written to live variables
  4. The step condition evaluates success or failure

Available Tools

SMS

ToolDescription
SMS - Send to ContactSend an SMS message to the contact
SMS - Read and Extract EmailReceive SMS from contact and extract email address

Calendar Booking

Each provider has a single composite tool that loads availability, validates the selected slot, books the appointment, and optionally sends an SMS confirmation. See Calendar Booking Overview.
ToolProvider
CalendlyCalendly event type
GHLGo High Level calendar
O365 BookingsMicrosoft Bookings (Graph)
Cal.comCal.com event
GoogleGoogle Calendar
RexRex calendar

Webhook & Handoff

ToolDescription
Send WebhookCall an external HTTP endpoint and save values from the response
Warm HandoffTransfer the caller to a human agent with a private summary

LLM Tools

ToolDescription
LLM DataExtract a single typed value from the conversation
LLM CustomExtract several flat fields in one LLM call

Code Step

ToolDescription
Code StepRun allow-listed Python for validation, variable updates, and routing

Integrations

Integration tools connect to external services like SMS providers. These tools require API credentials configured in Settings > Integrations — once connected, credentials are automatically used by the tools. Calendar providers (Calendly, GHL, O365, Cal.com, Google, Rex) are connected here too, then used by the Calendar Booking tools.

Tool Inputs

Tools accept two types of inputs:
Input TypeDescription
Manual InputsValues you configure when setting up the tool step
Global InputsVariables automatically passed from contact data or previous tool outputs

Tool Outputs

Tools write results to live variables that can be used in subsequent steps. All tools return a result boolean indicating success or failure. See Variables for the full list of available variables.

Using Tools in Flows

Tools are used via Tool Steps in your flows. See Tool Steps for details on:
  • Configuring tool inputs
  • Handling success and failure conditions
  • Using tool outputs in subsequent steps

Next Steps