Step 6: Give Your Assistant The Ability To Do A Task
Your Goal Today...
Is To Understand Tool Usage And See How Tools Unlock Real-Time Capabilities
Automate Business Tasks With Tools
Tools give your Assistant the ability to take action in real-time. A simple example, is a live weather lookup tool, but it represents something much bigger: the ability to connect your Assistant to third-party systems and take real action.
What Are Tools?
Tools allow your Assistant to take action and complete real business tasks. While your knowledge base holds static information, tools let your Assistant pull in live data or perform tasks—like checking the weather, sending a text message, or interacting with your CRM.
Today, we’re using the get weather tool as an example to demonstrate how it works. But this same concept can apply to things like:
- Booking an appointment in your booking system
- Adding leads to your CRM
- Texting customers
- Live conversation Transfer to human
- Alerting staff to urgent issues
Fast Track Your AI Assistant Setup With Our Expertise!
Your Step-by-Step Instructions
A. Login to Your Portal
- Your credentials can be found in the first welcome email you received from us.
B. Visit Our Tool Page
- Navigate to the tools tab on the side bar menu.
C. Discover Built-in Tools
- Under available tools, You’ll see a library of built in tools that can be configured for your Assistant to use
D. Discover Custom Tools
- Click the green + icon in the bottom right of the tool main page
- Select Custom API Tool
- Name your tool and give it a description
- Add a Server URL to call
- Build parameters to send
E. Attach A Tool To Your Assistant
Once your tool is built you have to attach it to an assistant.
- Go to the Assistants page > Drop down settings
- Navigate to the Tools Tab
- Attach a tool to this assistant
Try To Build A Custom Tool
If you’re feeling confident in understanding how tools work, give it a shot. Set up a custom tool using an API call or web hook. If you would like us to set these tools up for you book a onboarding session to get a professional services quote.
Fast Track Your Setup With Our Professional Services
Want a head start? Our team can handle the initial setup for you—from configuring your Assistant to refining its tone and responses. It’s a one-time paid service designed to save you time and get better results faster.