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Conversation Tool

Create a tool that the AI can use during conversations. The AI decides when to call it based on context.


When to Use

Use this to extend what your AI can do:

  • Check order status in your system
  • Look up customer data in CRM
  • Create support tickets
  • Book appointments

Configuration

FieldDescription
Tool NameName for the tool (e.g., check_order_status)
DescriptionHelp AI understand when to use it

How It Works

  1. You define a tool with a name and description
  2. AI automatically knows when to use it from the description
  3. When relevant, AI calls your tool (runs your flow)
  4. Result is returned to AI for the response

Example: Order Lookup

Tool Name: check_order_status

Description: "Check the status of a customer order. Use when customer asks about their order, delivery, or shipment."

Flow:

  1. API Call to your order system
  2. Return order status to AI

User says: "Where's my order #12345?" AI calls tool → Gets status → "Your order is out for delivery!"


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