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 trigger to extend what your AI can do:
- Search for products in your catalog
- Check order status in your system
- Look up customer data in CRM
- Create support tickets in JIRA
- Book appointments
- Any custom capability
Configuration
Basic Settings
| Field | Description |
|---|---|
| Tool Name | Human-readable name (shown in Node Library) |
| Description | Explains when/how AI should use this tool |
User Targeting
Choose who can use this tool:
| Option | Description |
|---|---|
| All Users | Anonymous + connected users |
| Connected Users Only | Only logged-in users |
| Role-Based Access | Specific user roles |
Tool Variables
Define parameters the AI needs to collect from the user:
| Field | Description |
|---|---|
| Variable Name | Internal name (e.g., query, orderId) |
| Description | Help AI understand what to ask for |
Variables become available as {{variableName}} in your flow.
How It Works
- You define a tool with name, description, and variables
- AI learns when to use it from your description
- User asks something related (e.g., "Find me a laptop")
- AI collects required variables conversationally
- Flow runs with the collected data
- Result returns to AI for the final response
Example: Product Search
Tool Configuration:
- Name: Search for a product
- Description: Search for a specific product in the catalog
- Variable:
query— "User query"
Flow:
- Trigger: Conversation Tool
- Action: Search Knowledge Base (
{{query}}) - Action: Set Observation (return results)
User conversation:
User: "Do you have any wireless headphones?"
AI: calls Search for a product with query="wireless headphones"
AI: "Yes! I found 3 wireless headphones. The Sony WH-1000XM5 is our bestseller at €349..."
Example: JIRA Ticket
Tool Configuration:
- Name: Create a card in Jira
- Description: Creates a Jira issue from the conversation
- Variables:
title,description
Flow:
- Trigger: Conversation Tool
- Action: AI Request (generate title/description)
- Parallel: Generate description + title
- Action: JIRA Create Issue
Best Practices
- Clear descriptions help AI know when to use the tool
- Minimal variables — only ask for what's essential
- Good variable descriptions help AI ask the right questions
- Test thoroughly using the Test button before going live