1. End Call Tool
- Purpose: Tells the AI to politely wrap up the conversation.
- How It Works: You can specify in the system prompt or logic, for instance: “If the user says
goodbye, end the call.” - Configuration: Enable in Tools & actions → Default tools and define conditions in your system prompt that should trigger the end call.
2. Cold Call Transfer
- Purpose: Moves the caller from the AI assistant to a human agent or external phone number.
- Use Cases: Warm leads on a sales call, escalations on a support call, etc.
- Configuration: Set up in Tools & actions → Default tools by adding the phone number or department the call should go to, and optionally a short hold message.
3. Warm Call Transfer
- Purpose: Transfers the call with hold music, and briefs the person picking up before the caller is connected.
- Use Cases: Handovers where context matters, so the colleague does not start from nothing.
- Configuration: Set up in Tools & actions → Default tools with the destination number and what the briefing should cover.
4. Transfer to Assistant
- Purpose: Hands the conversation to a different AI assistant instead of a person.
- Use Cases: A receptionist assistant routing to a sales or support assistant.
- Configuration: Set up in Tools & actions → Default tools by choosing the assistant to hand off to.
5. Appointment Scheduler
- Purpose: Lets the AI check your calendar availability and book appointments automatically.
- Available Integrations: Cal.com, GoHighLevel, and Calendly calendar systems
- Typical Flow:
- AI offers scheduling.
- Caller selects date/time.
- AI confirms and sends a confirmation (using email or SMS if configured).
- Configuration: Set up in Tools & actions → Default tools with your calendar integration.
6. DTMF Input
- Purpose: Allows the AI to send keypad inputs during calls to navigate phone menus, IVR systems, and automated workflows.
- How It Works: The AI can press phone keypad buttons (0-9, *, #) when encountering automated systems or menu prompts.
- Use Cases:
- Navigate through company phone menus
- Enter extension numbers to reach specific departments
- Input security codes or account numbers
- Bypass IVR systems to reach human agents
- Configuration: Enable in Tools & actions → Default tools and include instructions in your system prompt about when to use DTMF.
7. Collect Keypad Input
- Purpose: Collects digits the customer types on their phone keypad, such as an order number or a PIN.
- Difference from DTMF Input: DTMF Input presses digits to navigate someone else’s menu. Collect Keypad Input reads digits the customer presses for you.
- Use Cases: Reference numbers, dates of birth, anything the assistant keeps mishearing when spoken.
- Configuration: Set up in Tools & actions → Default tools, then tell the assistant in the prompt when to ask for the digits.
8. No-Code Automation Platform
- Purpose: After calls, the AI can trigger actions in the automation platform (like updating a CRM, sending an email, or logging results in Google Sheets).
- Configuration: Set up triggers and actions in the Automation Platform, then link to your assistant via webhook configuration in Post-call Actions.
9. Custom Mid-Call Tools
- Purpose: Create your own custom API integrations that the AI can use during calls.
- Use Cases: Check inventory, verify customer data, fetch real-time information, or integrate with your own systems.
- Types: A HTTP request tool calls your own endpoint directly, or an Automation Platform tool auto-creates a linked no-code flow for multi-step logic.
- Configuration: Set up in Tools & actions → Custom mid call tools by defining API endpoints, parameters, static fields, and when the AI should use them. Values support dynamic system variables like
{{customer_phone}}. - For detailed setup instructions and examples, see our Custom Mid-Call Tools Guide.
10. MCP Servers
- Purpose: Connect a remote Model Context Protocol server so the AI can use many external tools at once, discovered automatically.
- Use Cases: Connect a platform like HubSpot, your internal APIs, or knowledge tools to pull live data and trigger actions mid-conversation.
- Configuration: Add a server under the Mid call tools / MCP page, then assign it to an assistant. See the MCP Servers Guide.
Note: Tools can be combined. For instance, the AI can use a custom tool to check availability, then schedule an appointment, and finally transfer to a human agent if needed.

