The Custom Tool configuration allows you to define how the AI agent interacts with external systems, APIs, or internal logic. A tool represents an action the agent can execute during a flow, such as retrieving data, sending requests, or performing operations.
Custom Tool

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Adding a Custom Tool to a Node

Click the + button under the node to add a tool. The tool will be executed based on the node logic and tool configuration. Multiple tools can be added if needed.

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General Configuration

  • Tool Name:
    Unique identifier used in flows (e.g., create_lead_record).
  • Use Tool (Enabled):
    Enables or disables execution of the tool.
  • Global Tool:
    Makes the tool available in the global configuration canvas.
  • Use For:
    Defines where the tool can be used:
    • Call
    • Chat
    • Call and Chat

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Description

Defines when and how the tool should be triggered. This is critical because the system uses this text to understand:
  • when to call the tool
  • under which conditions it should run
  • whether it should be triggered silently or as part of a visible interaction
Example: 
Silently trigger this function as soon as the client has provided their full name and phone number.

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Announcement

The Announcement is a message shown to the user before the tool is executed. Example: 
Let me check that for you.

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Parameters

Parameters define the values the tool will use during execution. Each parameter represents a piece of data passed into the tool.

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Parameter Fields

  • Name:
    Parameter key used in the request (e.g., name, pickup_location)
  • Description:
    Explains what the parameter represents.     Examples: 
Client's name.
Pickup location address or place where the ride should start.
  • Possible Values:
    Defines allowed values for the parameter.
    Values should be provided as a comma-separated list (e.g., SEDAN, SUV, VAN).
    This acts like an enum and helps guide valid inputs.
  • Required:
    Indicates whether the parameter must be collected before the tool can be executed.
    If enabled, the system will ensure the value is provided before triggering the tool.

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Using Values Collected in a Node

Tool parameters can use values collected during node execution:
  • first name
  • last name
  • phone number
  • email
  • addresses
  • other user-provided data

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Tool Usage in Nodes

Tools are assigned to nodes.
  • One node can trigger one or multiple tools
  • Tools use data collected in the node

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Execution Flow

  1. Node is reached
  2. Parameters are checked
  3. Missing data collected
  4. Announcement (optional)
  5. Tool executes
  6. Result used in flow

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Notes

  • Tools depend on node data
  • Parameters connect user input with actions