Tools

The Tools tab extends your chatbot’s capabilities with built-in functions and integrations. These tools allow your bot to move beyond simple Q&A and perform specific actions within conversations.

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Available Tools

• Journey
  Trigger a pre-designed sequence of actions (called a journey) for your chatbot to follow.
  A journey could be:
  • Forwarding Lead to CRM
  • Transferring chat from one AI agent to another

Turn the toggle on and select the journey(s) that you want to trigger

NOTE: only journeys with trigger inbound webhook will be available in dropdown options

To trigger a journey, mention the condition with journey name in your prompt. For every selected journey you need to mention the useccase properly

Example :-

When the customer confirms appointment, trigger  `book_appointment` journey these details:

  
  {
    "customer_name": "<customer's name>",
    "customer_phone": "<Phone number of the customer>",
    "appointment_date": "<date of appointment>",
    "time_slot": "<time slot>"

  }
  

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• WhatsApp Tools
  These are specialized functions for bots integrated with WhatsApp:

  • Close Conversation → Formally end a WhatsApp chat, ensuring a clean exit for both user and bot.
  • Get Details → Fetch all information associated with the current conversation. Such as Phone number, Full name, Email ID, Conversation_id.

• Additional Settings

  • Get Contact Details → Retrieve all information associated with a contact for which current conversation is happening.
    This includes:

    Basic details: phone(phn_number), name(first_name), contact_id(contact_id), iFrame user Id(iframe_user_id)

Custom attributes (if any)

Tool / Setting	Purpose
Journey	Trigger automated conversational flows (e.g., onboarding, lead capture)
Close Conversation	End a WhatsApp conversation gracefully
Get Details	Retrieve user info from WhatsApp e.g. Full name
Get Contact Details	Fetches user data like conversation ID, Tags during chat