Agent tools

A tool is an action the agent can take during a turn: send an email, look up a lead, send a template. You decide which tools exist for an agent on Build, then Tools. Instructions then say when to use each one, by its mention.

The Tools page

Each group is a card with a switch (for example Enable System tools) and an expand button. Inside a group, each tool is a row labelled with its tool id, with its own switch (for example Enable send-email). The tool switches are disabled while the group is off. Search tools filters by id, title, description, or mention.

Defaults. The System, WhatsApp, and Zoho CRM groups start on, and Bright Call starts off.
Visibility. A group appears only while it can work. System is always shown. WhatsApp appears when the agent has a connected WhatsApp number, Zoho CRM when Zoho is connected, and Bright Call when a widget is ready. The same rule applies to the Playground Actions tab.
Template tools. Under send-whatsapp-template and list-whatsapp-templates, the page lists the Active templates the tools can use, or “No active templates.”
Saving. A bar appears with the changes. Save changes stores them and shows “Last saved”. A failure shows “Could not save. Try again.”

An instruction can call only an enabled tool. The @ menu in General offers a mention only for tools that are on.

System

Always available, on by default. These tools act on the current chat.

Tool id	Title	Mention	What it does
`send-email`	Send email	`@system.email`	Send one email. The instructions name the address.
`hand-off`	Hand off	`@system.handoff`	Mark this chat as waiting for a person.
`schedule-message`	Schedule message	`@system.schedule`	Send a later message on this chat.
`cancel-schedule`	Cancel schedule	`@system.schedule.cancel`	Cancel a message this chat already scheduled.

Available while a WhatsApp number is connected. send-whatsapp-template also adds one @ entry per Active template, for example @whatsapp.send-template new_lead_hello.

Tool id	Title	Mention	What it does
`send-whatsapp-template`	Send template	`@whatsapp.send-template`	Send one Active WhatsApp template stored in Kylo for this agent.
`list-whatsapp-templates`	List templates	`@whatsapp.list-templates`	List Active WhatsApp templates this agent can send.

Zoho CRM

Available while Zoho is connected, and limited by the scopes you granted. See Zoho scopes. These 24 tools cover leads, contacts, and deals. Conversion turns a lead into a contact and a deal.

Tool id	Title	Mention	What it does
`zoho-lead-search`	Search leads	`@zoho.leads.search`	Find a lead in Zoho.
`zoho-lead-get`	Read lead	`@zoho.leads.get`	Read one lead record.
`zoho-lead-check-duplicate`	Check duplicate	`@zoho.leads.duplicate`	Check for an existing lead.
`zoho-lead-create`	Create lead	`@zoho.leads.create`	Create a lead.
`zoho-lead-update`	Update lead	`@zoho.leads.update`	Update lead fields.
`zoho-lead-set-status`	Set status	`@zoho.leads.status`	Set the lead status.
`zoho-lead-add-note`	Add note	`@zoho.leads.note`	Add a note on the lead.
`zoho-lead-list-fields`	List fields	`@zoho.leads.fields`	List fields on the lead layout.
`zoho-lead-list-notes`	List notes	`@zoho.leads.notes`	Read the notes on the lead.
`zoho-convert`	Convert lead	`@zoho.leads.convert`	Convert the lead into a contact and deal.
`zoho-contact-add-note`	Add contact note	`@zoho.contacts.note`	Add a note on the converted contact.
`zoho-contact-list-notes`	List contact notes	`@zoho.contacts.notes`	Read the notes on the converted contact.
`zoho-contact-search`	Search contacts	`@zoho.contacts.search`	Find a contact in Zoho.
`zoho-contact-get`	Read contact	`@zoho.contacts.get`	Read one contact record.
`zoho-contact-create`	Create contact	`@zoho.contacts.create`	Create a contact.
`zoho-contact-update`	Update contact	`@zoho.contacts.update`	Update contact fields.
`zoho-contact-list-fields`	Contact fields	`@zoho.contacts.fields`	List fields on the contact layout.
`zoho-deal-search`	Search deals	`@zoho.deals.search`	Find a deal in Zoho.
`zoho-deal-get`	Read deal	`@zoho.deals.get`	Read one deal record.
`zoho-deal-create`	Create deal	`@zoho.deals.create`	Create a deal.
`zoho-deal-update`	Update deal	`@zoho.deals.update`	Update deal fields.
`zoho-deal-list-fields`	Deal fields	`@zoho.deals.fields`	List fields on the deal layout.
`zoho-deal-add-note`	Add deal note	`@zoho.deals.note`	Add a note on a deal.
`zoho-deal-list-notes`	List deal notes	`@zoho.deals.notes`	Read the notes on a deal.

Bright Call

Available when a Bright Call widget is ready, and off by default. See Bright Call.

Tool id	Title	Mention	What it does
`brightcall-connect`	Start a call	`@brightcall.connect`	Start a call with a widget.
`brightcall-call-status`	Call status	`@brightcall.status`	Read the status of a call.

The id is what you see on the Tools page and in Logs. The mention is what you type in instructions. They name the same tool.

Write agent instructions

Use these mentions in the General script.

Agents

Channels

Templates

Outbound

Conversations

Integrations

Billing and usage

Logs

Agent tools

The Tools page

System

WhatsApp

Zoho CRM

Bright Call

Write agent instructions

​The Tools page

​System

​WhatsApp

​Zoho CRM

​Bright Call

Write agent instructions

The Tools page

System

WhatsApp

Zoho CRM

Bright Call