AI Agent Superpowers Through Custom Tools
Give AI access to your other apps so it can do things for you. For example, retrieve info from web, Google Sheet, your Shopify/WooCommerce store to reply to clients.
Advanced Guide to AI Tools & Automated Workflows
Introduction
Welcome to the advanced guide for AI Tools. This document moves beyond basic AI agent setup and dives into the powerful workflow capabilities that allow your AI to perform actions, manipulate data, and create truly automated processes.
Here, you will learn how to use the full suite of AI Tools to tag leads, notify managers, update customer details, change automations, and even connect to external services.
1. Understanding AI Tools: The Core Concept
AI Tools are specific actions your AI agent can perform when certain conditions are met during a conversation. You configure these in the AI Agents -> AI Tools tab.
There are two main types of tools:
- Standard Tools: Pre-built functions for common actions within ABC Sales Bot (e.g., tagging a lead, sending a notification)
- Custom Tools: Connections to external services that you build yourself. This allows your AI to query databases, search e-commerce stores, or connect to virtually any API
1. The Tool: The action to be performed (e.g., \
lead_highlight\)2. The System Prompt: The instruction telling the AI _when_ and _why_ to use that tool
2. Using Standard Tools for Internal Workflows
These tools manage actions directly within the ABC Sales Bot system.
A. Lead Highlight: Notifying a Manager Without Stopping the AI
The \lead_highlight\ tool is for situations where you need to draw a manager's attention to a conversation without interrupting the AI's flow.
What it does:
- Applies a specific tag to the lead
- Sends a notification to the designated admin/manager
Use Cases:
- A customer requests a manual appointment time
- A client asks for a custom quotation
- A lead expresses strong interest or mentions a very high budget
How to Configure:
- In AI Tools, click "Add Tool" and select \
lead_highlight\ - In the Description box, clearly state what it does and which tag to use
- _Example: "Tag this lead as 'appointment_request' & highlight to manager to check availability. Do not tell them you tagged them."_