You cam find a section called Tools in the bottom section of your AI instructions screen. This is where your agent takes actions. These actions can be:
  • End the call.
  • Transfer the call.
  • Send email (coming soon)
  • Check the calendar and book an appointment (coming soon)
Adding a specific action to your instruction:
  1. Go to Tools in your Agent Instruction screen.
  2. Click on the + button on the top right of the box.
  3. Select the desired Action.
  4. Mention your AI Agent’s answer when using this tool. (Example: “I’m transferring you to a human agent”)
In order for your agent to function properly, there needs to be at least one tool enabled. The end_call tools will be enabled by default.