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.
How to Set Up Your Tools
Each tool requires two key components:
- Tool Name: What the tool does (e.g., \
lead_highlight\, \lead_tagging\)
- Description: Use this format:
> Use this tool (Tool Name) to XXXXX when the customer asks about, does, or shows interest in [specific action or topic]
_# XXXXX depends on which tool you're using_
Important Step
> ⚠️ After completing each AI tool setup, copy the description and paste it into your system prompt.
Two Main Types of Tools
Standard Tools
Pre-built functions for common actions within ABC Sales AI (e.g., tagging a lead, sending a notification). You simply select them from a list.
Custom Tools
Connections to external services that you build yourself. This allows your AI to query databases, search e-commerce stores (like Shopify/WooCommerce), or connect to virtually any API.
The Golden Rule of AI Tools
> 💡 For a tool to work reliably, you must define both the tool itself AND the instruction for using it in your system prompt.
| Component | Where to Configure | Purpose |
| ----------- | ------------------ | -------------------------------- |
| Tool | AI Tools tab | Defines what action is available |
| Instruction | System Prompt | Tells AI when to use the tool |