AI Tools
Configure the actions your AI Agent can run during conversations.
Tool Types
1. Ready-made Actions (System)
Preconfigured Interflow actions, ready to use. Just add and customize.
2. Custom Actions
Custom tools you create for specific integrations.
Ready-made actions
| Action | Description |
|---|---|
| Change Customer Name | Updates the customer name on the record during the conversation |
| Update Customer Data | Writes custom fields from what the customer shares in chat |
| Update Customer Contact | Saves or updates phone, WhatsApp, or email |
| Update Customer Address | Saves an address (text or GPS) on the customer record |
| Query API | Queries or runs operations on external APIs with allowlisted routes |
| Research information on websites | Reads web pages (Firecrawl or HTML) to answer with up-to-date content |
| Transfer to Team | Hands the conversation off to a human team |
| Schedule | Creates appointments from the conversation |
| Confirm Appointment | Confirms attendance for existing appointments |
| Change Funnel | Moves the customer between sales funnel stages |
| When Unable to Answer | Defines what to do when the AI cannot find an answer |
| Change Return Date | Reschedules the customer’s automatic follow-up |
Custom Actions
Next Steps
- AI Agents - Back to overview
- Flows - Configure the agent flow
- HTTP Request - Integrate with external APIs
- Variables - Work with collected data