Tools
Tools extend what your voice agent can do beyond conversation. They allow the agent to perform real actions during a call — transfer calls, book appointments, or fetch data from external systems.
Access tools via the Tools tab in your agent settings.
All tools are available on every plan, including Free. There are no tool restrictions by plan.
Available Tools
| Tool | Purpose | When to Use |
|---|---|---|
| Call Forwarding | Transfer to a human operator | Customer asks for a person, complex issues |
| Book Appointment | Schedule via Cal.com | Customer wants to book a meeting |
| API Tool RAG | Fetch real-time data from APIs | Need live information (stock, orders, etc.) |
Call Forwarding
Transfer calls to a human when specific conditions are met.
Configuration
| Setting | Description | Example |
|---|---|---|
| Name | Person or department name | "Sales Manager" |
| Forwarding Number | Phone number to transfer to | +49 123 456 789 |
| Global Condition | When the agent should transfer | "Customer asks for manager or the issue cannot be resolved" |
How It Works
- During a conversation, the AI evaluates the Global Condition
- When the condition is met, the agent informs the caller about the transfer
- The call is forwarded to the specified number
- If the human doesn't answer, the call returns to the agent
Best Practices
- Define clear, specific conditions — vague conditions lead to unnecessary transfers
- Always inform the caller before transferring
- Set up multiple forwarding rules for different departments
- Include a fallback message if the transfer fails
You can add multiple Call Forwarding tools for different departments. For example, one for "Sales" and another for "Technical Support" with different conditions and numbers.
Book Appointment (Cal.com)
Schedule appointments using Cal.com calendar integration. Available on all plans including Free.
Configuration
| Setting | Description |
|---|---|
| Name | Scheduler name (e.g., "Meeting Booking") |
| General Condition | When to offer booking (e.g., "Customer wants to schedule a meeting") |
| API Key | Your Cal.com API key |
| Event ID | Cal.com event type identifier |
| Book an appointment | Toggle: if disabled, only checks availability without booking |
| Confirmation | No confirmation / SMS confirmation |
Setup Steps
- Create a Cal.com account
- Generate an API key in Cal.com settings
- Create an event type and copy its Event ID
- Add the "Book Appointment" tool in your agent
- Paste the API key and Event ID
- Set the trigger condition
How It Works
- The caller expresses interest in booking
- The agent checks available time slots via Cal.com API
- The agent presents available options to the caller
- The caller chooses a time
- The appointment is booked (if enabled)
- Optional: SMS confirmation is sent
If you set Book an appointment to off, the agent will only check availability and tell the caller available slots — without actually creating the booking. This is useful for "check availability" scenarios.
API Tool RAG
Connect to external APIs to fetch real-time information during calls. This enables your agent to look up orders, check inventory, verify account status, or access any data available via API.
Configuration
| Setting | Description |
|---|---|
| Name | Tool name (e.g., "Order Lookup") |
| General Condition | When to query the API (e.g., "Customer asks about order status") |
| Execution Message | What the agent says while waiting (e.g., "Let me check that for you...") |
| API Endpoint URL | The external API endpoint |
| Method | GET, POST, PUT, DELETE |
| Headers | Request headers (e.g., Authorization) |
| Body | Request body (for POST/PUT) |
| Request Timeout | Maximum wait time in seconds |
How It Works
- The condition is triggered during conversation
- The agent says the Execution Message to keep the caller engaged
- An API request is sent to the specified endpoint
- The response data is fed back to the AI
- The agent uses the data to answer the caller's question
Example: Order Status Lookup
Name: Order Status Check
Condition: Customer provides an order number or asks about order status
Execution Message: Let me look up your order, one moment please...
Endpoint: https://api.yourshop.com/orders/{order_id}
Method: GET
Headers: Authorization: Bearer YOUR_API_KEY
Best Practices
- Always set an Execution Message — silence during API calls feels broken
- Set reasonable timeouts (5-10 seconds)
- Handle API errors gracefully in your prompt
- Use HTTPS endpoints only
- Don't expose sensitive API keys in the response
Adding a Tool
- Navigate to your agent's Tools tab
- Click the Add Tool dropdown
- Select the tool type
- Fill in the configuration
- Save — changes are applied immediately
Managing Tools
- Tools are listed in the Tools tab
- Click on a tool to edit its settings
- Use the delete button to remove a tool
- Tools can be temporarily disabled without deleting
Related
- Voice Agents Overview
- Actions — Post-call actions (email, SMS, API calls)
- Prompt Engineering — Reference tools in your prompt