This guide covers the foundational structure shared across all tools configured within your AI assistant.

Each tool follows a consistent setup that includes Description, Announcement, Parameters, and Actions.

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Description

This field defines why the tool is being used — the reasoning or logic behind triggering it.

It helps:

  • Bot to understand when to call this tool
  • Provide transparency for future reviews or edits
  • Document specific use cases (e.g. “Transfer to a human agent if the user asks repeatedly”)

Example:

“Transfer the call to a real operator if the client prefers speaking to a human instead of the AI assistant.”

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Announcement

The Announcement is a short message that is played or shown to the user before the tool performs its main action.

It prepares the user by explaining what will happen next.

Examples:

  • “Let me transfer you to a human representative.”
  • “I will now end this conversation since we’re going in circles.”

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Parameters

Parameters define the dynamic inputs required by a tool or action.

They are based on OpenAI function calling and allow your tools to be flexible and reusable across different scenarios.

Each parameter includes:

  • Name: Identifier used in your tool logic
  • Description: What the parameter is used for
  • Possible Values: (Optional) Predefined choices or value type
  • Required: Whether the tool must receive this input to execute

💡 When configuring Actions, you can reference these parameters by typing the @ symbol. For example: @phoneNumber, @clientRequest, or @meetingTime.

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Actions

Actions are the tasks your AI assistant performs when the tool is triggered.

You can define a single action or chain multiple actions together to build powerful workflows.

Supported actions include:

  • Send SMS
  • Make an API Call
  • Send an Email
  • Create a Google Calendar event
  • Transfer Call
  • Terminate Chat

You can fully customize each action’s configuration, input values (including dynamic ones via parameters), and execution order.

This setup gives you full control over how and when tools are executed, with both flexibility and clarity.

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Next Steps