Assistant Tools Overview
Tools allow your AI assistant to perform specific actions beyond just answering questions. This guide covers how to add and configure various tools to enhance your assistant’s functionality.Available Tools
Calendar Integration
- Schedule meetings and appointments
- Check availability for team members
- Send calendar invites automatically
- Reschedule or cancel appointments
Email Tools
- Send emails to users or team members
- Email templates for common responses
- Follow-up reminders and notifications
- Email tracking and analytics
Database Tools
- Query databases for information
- Update records based on conversations
- Search customer data and history
- Generate reports and insights
API Integration
- Connect to external services and APIs
- Fetch real-time data from various sources
- Update external systems based on conversations
- Sync data across platforms
Configuration
Adding Tools
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Navigate to Tools Section
- Go to your assistant dashboard
- Click on “Tools” or “Integrations”
- Select “Add New Tool”
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Choose Tool Type
- Select from available tool categories
- Configure tool-specific settings
- Test tool functionality
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Set Permissions
- Define what the tool can access
- Set user permission levels
- Configure security settings
Tool Management
- Enable/Disable tools as needed
- Monitor usage and performance
- Update configurations and settings
- Remove unused tools