This section shows you how to give your AGS voice agent tools, so it can take real actions during a call: create a ticket, book a meeting, look up a customer, and more. Use this overview to find the right article for what you need to do.
By the end of this section you will be able to:
| If you… | Read this |
|---|---|
| Are new to tools and want the concepts first | What Is a Tool? |
| Need a system already in the catalog (FreshDesk, HubSpot, Halo, Calendly, Google Calendar, ConnectWise, Autotask, Atera…) | Installing a Vendor Tool (Path A – no code) |
| Need an in-house system, or a vendor that isn't listed | Building a Custom HTTP Tool (Path B) |
| Have a tool installed and need to give it to an agent | Attaching Tools to Your Agent & Writing Instructions |
| Want to verify everything works before it reaches callers | Testing and Deploying Tool Changes |
| Want to see the whole process in one real example | Worked Example: A FreshDesk Support Agent |
| Hit an error or unexpected behavior | Troubleshooting Tool Issues |
Check that you have everything below. Missing items are the most common reason setups fail.
New to tools? Start with What Is a Tool? Already know the concepts? Jump straight to Installing a Vendor Tool or Building a Custom HTTP Tool.