Tools & Abilities vs. Automatic Extractions: Which Should You Use? Choosing between Tools & Abilities (regular tools) and Automatic Extractions is key to optimizing your AI assistant’s speed, consistency, and data handling. Understanding th ...
Information Collection Tools: When (and When Not) to Use Them Information collection tools help your AI assistant update contact details or retrieve information during conversations. Knowing when—and when not—to use each tool makes your AI mo ...
Calendar Management Tools: Making Your AI a Booking Assistant Calendar management tools empower your AI assistant to book, reschedule, and cancel appointments on connected calendars—supporting both single and multi-calendar setups. Here’s how ...
Interaction Creation & Channel Switching Tools These tools give your AI assistant greater flexibility to interact with clients across channels and follow up automatically when needed. Here’s what each does—and when to use (or avoid) them. ...
Extraction Tools: Pulling Key Data from Conversations Extraction tools help your AI assistant capture specific pieces of information from a conversation—like a client’s budget, preferences, or other custom details. Here’s how to set the ...
Call Transfer Tools: Cold & Warm Transfers for Your AI Assistant The transfer call tool is a powerhouse for any business that wants to route calls between departments, escalate to a human, or handle specialized requests—all directly from your A ...
Add Tag & Remove Tag Tools: Automating CRM Tagging with Your AI The Add Tag and Remove Tag tools empower your AI assistant to automatically update CRM tags based on the flow of a call or chat—enabling seamless workflow triggers, follow-up autom ...
Custom Tools: Supercharging Your AI Assistant with Any API Custom tools are one of the most powerful features in your AI assistant—letting you connect to almost any external API or automation platform (like Make, BuildShip, N8N, or even Google Shee ...
Call Settings: Customizing Conversations, Compliance, and Workflow Automation The Call Settings panel is where you control how your AI handles phone calls—from privacy and call length to realistic sound effects and advanced automations. These featu ...
Incoming Call Webhook: What It Is and How to Use It The incoming call webhook is a feature that lets your AI assistant instantly notify another system (like your CRM or automation platform) the moment a new call begins. While not as widely used as the po ...
Post Call Webhook: What, Why, and How The Post Call Webhook is a vital automation tool for logging, extracting, and acting on call data once a call ends. Whether it's an inbound, outbound, or widget-based (like the voice orb) call, this webhook gives you ...
Automatic Data Collection Tools (Automatic Extractions) Automatic Extractions Library Automatic data collection tools—also known as automatic extractions—are a game-changer for extracting valuable information from your AI assistant’s& ...
Here are a couple generic automatic extractions that are properly connected in the workflows for you to use to fill your notifications with applicable call information for the business owner. IB Caller Intent Description: Summarize the call ...