Tool step

The tool step allows you to run any tool — functions, API requests or integrations — anywhere in your workflow, not just within an agent step. This gives you more control and flexibility over when and how you trigger third-party integrations. You can integrate the tool step into your workflow, just like any other step. You’ll find the Tool Step in the ‘Dev’ section of the tool bar.

Basic Usage

Use cases

You can use Tool Steps to:

• Send confirmation emails after an appointment is booked
• Trigger external workflows using Make.com
• Log conversation outcomes in Hubspot
• Create or update tickets in Zendesk
• Fetch product data from Google Sheets
• Send SMS via Twilio
• Update customer records in Airtable or your CRM

And much more...

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All the functions, integrations and APIs available in the Tool step can also be toggled and selected for use in the Agent step.

Example use case: Gmail

In the example shown, the Basic Template's customer support specialist agent needs to handle email functionality at the end of the conversation with the user. The tool step is used to send a confirmation email using Gmail. The following variables were configured as variables, to be captured in the agent step and passed as arguments to the tool step:

• To
• Body
• Bcc

Optional fields such as cc and bcc can also be added.