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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.
Calendar Integration
- Schedule meetings and appointments
- Check availability for team members
- Send calendar invites automatically
- Reschedule or cancel appointments
- Send emails to users or team members
- Email templates for common responses
- Follow-up reminders and notifications
- Email tracking and analytics
- 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
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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
- Enable/Disable tools as needed
- Monitor usage and performance
- Update configurations and settings
- Remove unused tools
Next Steps
