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Prerequisites

Before creating a tool, you need to connect the integration it belongs to. For example, to create a HubSpot tool, you first need to add your HubSpot credentials.
Go to Settings → Integrations to connect your services. See the Integrations section for setup guides.

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Create a tool

1

Go to Tools

In the dashboard sidebar, click Tools.
2

Click Create Tool

Click the Create Tool button.
3

Choose a template

Select a template from the list. Each integration has its own template with pre-configured tools.For example, the HubSpot template includes tools like search_contacts, create_deal, get_ticket, etc.
4

Configure (optional)

Some templates let you customize which specific tools are enabled. You can enable or disable individual tools within the template.
5

Save

Click Save. Your tool is now ready to be assigned to an agent.

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Tool templates

Each template comes with a set of pre-built tools. Here are some examples:

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CRM tools

  • Search and look up contacts, leads, deals
  • Create new records
  • Update existing records
  • Add notes and tasks

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Calendar tools

  • Check availability
  • Create and manage events

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Messaging tools

  • Send messages to channels or users
  • Search message history

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Database tools

  • Query rows with filters
  • Insert, update, and delete records

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Project management tools

  • Create and assign tasks
  • List projects and track progress

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Multiple tools per agent

An agent can have multiple tools from different integrations. For example, you could give an agent:
  • A HubSpot tool for CRM lookups
  • A Google Calendar tool for scheduling
  • A Slack tool for sending notifications
The agent will automatically choose the right tool based on what the user is asking.

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Next steps

Assign to Agent

Add your tool to an agent so it can use it during conversations