Overview
The Actions & Tools section is the powerhouse of your AI agent’s operational capabilities. Here you configure what your agent can do during and after calls - from transferring conversations to human agents or SIP systems, to making intelligent API calls, checking business hours, detecting voicemail early, and setting up sophisticated callback protocols.
This section transforms your agent from a simple conversationalist into a fully integrated business automation tool that can take real actions and connect with your existing systems.
Call Transfer
Configure how your agent intelligently transfers calls to human agents, departments, or external phone systems when needed.
Transfer Configuration
Enable Transfer Capability
Toggle the “Call Transfer” option to activate the transfer functionality for your agent.
Choose Transfer Destination
Select between traditional phone numbers or SIP trunk endpoints based on your infrastructure.
Configure Transfer Logic
Define when and how your agent should initiate transfers using smart prompting and multi-language templates.
Test Transfer Flow
Validate that transfers work correctly with your phone system before going live.
Transfer Types
Traditional Phone TransferPerfect for transferring to mobile phones, landlines, or traditional business numbers.
- Format: Use international format (+1234567890)
- Best for: Human agents, customer service departments, sales teams
- Reliability: High compatibility with all phone systems
- Cost: Standard telephony rates apply
Configuration Example: SIP/VoIP TransferIdeal for enterprise environments with PBX systems, call centers, or VoIP infrastructure.
- Format:
sip:extension@gateway_ip:port
- Best for: Call centers, PBX extensions, enterprise VoIP
- Benefits: Lower costs, advanced routing, better integration
- Requirements: SIP-compatible phone system
Configuration Examples:
Transfer Execution Mode
Beyond choosing where a call goes, you can now control exactly when the transfer is executed relative to what the agent says right before handing off the call. This setting applies to the transfer tool as a whole, regardless of whether you’re using the classic single-destination configuration or Transfer v2 rules.
Speak First, Then TransferThe agent finishes saying the transfer message — the default phrase or the rule-specific Customer Message — and only then does the actual call transfer take place.
- Behavior: The caller always hears a clear heads-up (“Let me connect you now…”) before the line is handed off
- Best for: Most use cases, especially Warm transfers where a smooth, predictable handoff matters
- Trade-off: A short, natural pause between the message and the actual transfer
- Recommended: This is the default behavior for the Call Transfer tool
Transfer Right AwayThe transfer is triggered as soon as the agent decides to transfer, without waiting for the message to finish playing — the handoff and the spoken message effectively overlap.
- Behavior: Fastest possible handoff, but the caller may hear the message cut short as the transfer connects
- Best for: Time-sensitive scenarios where shaving off every second matters more than a polished announcement
- Trade-off: Less predictable caller experience compared to Post Tool Speech
If you don’t explicitly configure an execution mode, your agent automatically uses Post Tool Speech — this ensures the caller always hears the transfer message before being handed off.
Transfer v2 (Beta): Multiple Transfer Rules
Transfer v2 is a Beta upgrade to Call Transfer that replaces the single destination model with a flexible list of transfer rules. Instead of sending every transfer to the same number, your agent evaluates each rule’s condition in real time and routes the call to the matching destination — with its own type, customer message, and optional briefing for the receiving human agent.
Enable Transfer v2 with the “Transfer to multiple destinations (Beta)” toggle inside the Call Transfer panel. Once active, you can define as many rules as you need.
Each rule includes:
Direct Transfer
Warm Transfer
Direct (Blind / Cold) TransferThe agent immediately connects the caller to the destination without staying on the line.
- Best for: Simple routing to a known extension or department
- Experience: Fastest handoff, no context relay
- Use when: The destination doesn’t need a live briefing before speaking with the customer
- Agent Briefing: Not applicable — since the agent disconnects immediately, there’s no opportunity to relay context
Warm (Conference) TransferThe agent stays connected momentarily to introduce the call and pass context before disconnecting.
- Best for: Complex cases, VIP customers, or situations requiring a smooth handoff
- Experience: The receiving human agent hears the Agent Briefing before taking over the conversation
- Use when: Context preservation is critical to avoid the customer repeating themselves
- Agent Briefing: Recommended — write a short, factual summary such as “Caller is asking about invoice #4521, already confirmed their identity”
Enable Transfer v2
Toggle “Transfer to multiple destinations (Beta)” within the Call Transfer section.
Add a Rule
Click “Add rule” and describe the condition that should trigger this specific transfer.
Configure Destination
Choose Phone or SIP and enter the corresponding destination value.
Choose Transfer Type
Select Direct for an immediate handoff or Warm to relay context before disconnecting.
Add a Customer Message (Optional)
Write a message specific to this rule, such as “Let me connect you with our billing team” for a billing-related rule.
Add an Agent Briefing (Optional, Warm only)
For Warm transfers, write a short internal summary the receiving human agent will hear before taking the call — for example, the customer’s issue, sentiment, or anything already resolved.
Repeat for Additional Rules
Add as many rules as needed to cover all the transfer scenarios for your agent.
Rules are evaluated in the order they appear. Place more specific conditions above general ones to avoid a broad rule capturing calls meant for a more precise destination.
Example Configuration:
When Transfer v2 is disabled, your agent falls back to the classic single-destination Call Transfer configuration described above. The Transfer Execution Mode setting applies the same way in both cases.
Transfer v2 is currently in Beta. Test each rule’s condition thoroughly with realistic phrasing before relying on it in production, and keep an eye on how overlapping conditions are prioritized.
Multi-Language Transfer Prompt Templates
The transfer prompt is crucial - it teaches your AI agent exactly when to transfer calls. Choose from professionally crafted templates in 6 languages:
Spanish
English
French
German
Italian
Portuguese
Create powerful API integrations that allow your agent to interact with external systems during conversations through our sophisticated modal interface.
Enhanced Modal Interface: Webhook Tools now feature an advanced configuration modal with real-time testing, parameter mapping, authentication methods, and intelligent conversation data extraction.
Configure webhook tools through our comprehensive modal interface:
Tool Identity Configuration
Set up the basic tool identity and activation conditions.Required Fields:
- Name: Unique identifier (e.g., “create_lead”, “check_inventory”)
- Description: Clear explanation of when the AI should use this tool
- Execution Mode: Choose immediate or deferred execution
API Endpoint Setup
Configure the core API connection details.Configuration Options:
- Base URL: Complete webhook endpoint URL
- HTTP Method: GET, POST, PUT, PATCH, or DELETE
- Request Timeout: 5-60 seconds (default: 20)
- Error Handling: Retry logic and fallback behavior
Authentication Configuration
Set up secure authentication for your API endpoints.Supported Authentication Types:
- Bearer Token authentication (OAuth 2.0, JWT)
- API Key authentication (Header or Query parameter)
- Basic Auth with username/password
- Custom header authentication
Parameter Mapping
Define intelligent parameter mapping with conversation data extraction.Parameter Configuration:
- Query Parameters: URL-encoded for GET requests
- Body Parameters: JSON payload for POST/PUT/PATCH
- Header Parameters: Custom HTTP headers
- Value Sources: LLM extraction, static values, conversation metadata
Advanced Parameter Configuration
Each webhook parameter supports sophisticated data mapping:
Parameter Properties
Value Sources
Data Types
LLM ExtractionIntelligent conversation data extraction:Static ValuesFixed values for consistent data:Conversation MetadataBuilt-in conversation data:
- Call duration and timestamps
- Customer and agent phone numbers
- Call direction (inbound/outbound)
- Call status and outcome
- Agent ID and configuration details
Supported Parameter Types:
- string: Text data, names, descriptions, addresses
- number: Numeric values with decimal precision
- integer: Whole numbers only (IDs, quantities)
- boolean: true/false values for flags
- array: List of values or complex objects
- object: Nested data structures with properties
Type Validation:
Automatic validation ensures data consistency and provides clear error messages for type mismatches.
Webhook Authentication Methods
Bearer Token
API Key
Basic Auth
JWT/OAuth 2.0 AuthenticationModern token-based authentication for secure API access:Use Cases:
- Salesforce, HubSpot, and modern CRM systems
- OAuth 2.0 protected endpoints
- JWT-based authentication systems
- Enterprise SaaS platforms
Simple API Key AuthenticationTraditional API key authentication:Use Cases:
- Third-party service APIs
- Legacy system integration
- Custom internal APIs
- Simple authentication requirements
Username/Password AuthenticationHTTP Basic authentication:Use Cases:
- Legacy systems
- Internal APIs
- Simple HTTP authentication
- Development and testing environments
Webhook Integration Examples
CRM Lead Creation
Inventory Checking
Calendar Booking
Salesforce Lead IntegrationAutomatically create leads when customers show purchase interest: Real-time Product AvailabilityCheck product availability during customer inquiries: Appointment SchedulingAutomatically schedule appointments through calendar systems:
Business Hours (Beta)
Business Hours is a new built-in tool (Beta) that lets your agent automatically resolve whether the current call is happening within your configured business hours — no webhook or external calendar needed. It replaces manual date/time reasoning with a structured weekly schedule, holiday calendar, and time zone awareness.
Instead of prompting the model to reason about dates, weekdays, and time zones, the Business Hours tool evaluates the call timestamp against your configuration and returns whether the business is open or closed at that exact moment — including support for holiday exceptions and dedicated messaging for each state.
What It Solves
- Avoids transferring calls to a human team that isn’t available
- Lets the agent give accurate opening hours or a “we’re currently closed” response automatically
- Enables conditional logic such as “only offer live transfer during business hours, otherwise offer a callback”
- Accounts for holidays and special closures without extra prompt engineering
- Removes the need for manual date/time arithmetic in the system prompt
Configuration
Enable Business Hours
Add the Business Hours tool from the Actions & Tools panel and toggle it on.
Set Your Weekly Schedule
Configure opening and closing times independently for each day of the week (Monday through Sunday). Mark any day as fully closed when it doesn’t apply — for example, weekends or days your business doesn’t operate.
Add Holidays
Define specific dates — national holidays, company closures, or one-off exceptions — that should always be treated as closed (or with custom hours) regardless of the regular weekly schedule.
Configure Time Zone
Select the time zone your business hours are defined in, so the tool correctly resolves the call time regardless of where the customer is calling from.
Set In-Hours and Out-of-Hours Messages
Write a custom message the agent uses when the call falls within business hours, and a different message for when it falls outside business hours (including holidays).
Reference the Tool in Your Prompt or Rules
Use the tool’s result in your system prompt logic, or combine it with a Transfer v2 rule condition (e.g., “only transfer to sales if within business hours”).
Weekly Schedule Fields
Each day of the week supports its own independent configuration:
Holidays
Holidays override the regular weekly schedule for a specific date:
In-Hours vs Out-of-Hours Messages
In-Hours Message
Out-of-Hours Message
Used while the business is openOptional message the agent can use to confirm availability, such as: Used while the business is closed (including holidays)Message explaining unavailability and next steps, such as:
Example Schedule
Example Usage
Combined with Transfer v2:
Combined with End Call Strategy or system prompt:
Instruct the agent to check the Business Hours result before offering a live transfer, and fall back to taking a message or booking a callback when the result is closed.
Business Hours is currently in Beta. Double-check the resolved status during testing, especially around daylight saving time transitions and newly added holidays.
Early Voicemail Detection
Early Voicemail Detection adds a telephony-aware layer of Answering Machine Detection (AMD) that works alongside — and independently from — the phrase-based detection configured in End Call Strategy below. Instead of relying only on the agent recognizing a voicemail greeting mid-conversation, this feature can flag an answering machine earlier, using either the agent’s own reasoning or signals from the carrier.
Enable this tool to choose how early and at what level voicemail detection happens, trading off a small amount of latency for a higher confidence detection, or vice versa. Detection is organized into two levels — Agent and Carrier (also referred to as “Operator”) — with the Carrier level offering two submodes, Gate and Live.
Detection Levels
Agent-Level Detection (Native)The AI agent listens to the call audio itself and recognizes voicemail or answering machine greetings using its own conversational reasoning — the same underlying mechanism used by the End Call Strategy phrase templates.
- How it works: The agent starts speaking normally and identifies typical voicemail phrasing as the conversation unfolds (“please leave a message after the tone”, etc.)
- Best for: Simple setups where a natural conversation start matters more than shaving off detection time, or when your telephony carrier doesn’t provide a reliable native AMD signal
- When to use it: Choose Agent when you’d rather keep the call flow simple and let the same phrase-recognition logic you already trust (via End Call Strategy) handle voicemail cases, without adding a telephony-level dependency
- Default: This is the default level the first time Early Voicemail Detection is enabled
Carrier-Level DetectionDetection is delegated to the telephony carrier’s native Answering Machine Detection signal, which analyzes call setup characteristics — ringing pattern, greeting cadence, energy levels — independently of what the agent says.
- How it works: The carrier analyzes the call in real time and reports whether it believes a human or a machine answered
- Best for: Faster, more consistent detection, especially useful for outbound calling at scale
- When to use it: Choose Carrier when you’re running outbound campaigns and want detection decisions grounded in telephony-level signals rather than solely on what the agent hears and interprets
- Requires: Choosing one of the two Carrier submodes below (Gate or Live)
Carrier Submodes: Gate vs Live
When the Carrier level is selected, choose how the agent should act on the carrier’s AMD signal:
Gate ModeThe system waits for the carrier’s AMD analysis to finish before letting the agent start speaking.
- Behavior: A brief pause occurs at the very start of the call while the carrier determines human vs. machine
- Trade-off: A slightly slower start, but the agent never delivers the wrong opening line to a machine
- When to use it: Choose Gate for outbound calling where avoiding a wasted or awkward greeting to voicemail outweighs a one-to-two second delay at the start of the call — ideal for high-volume campaigns where consistency matters more than speed
Live ModeThe call connects immediately and the carrier’s AMD analysis runs live, in parallel with the conversation.
- Behavior: The agent can start speaking right away; if the carrier reports a machine mid-stream, the system reacts on the fly (e.g., handing off to End Call Strategy or leaving a pre-recorded message)
- Trade-off: A faster, more natural-feeling start, with a small chance the agent speaks a line or two before the machine is confirmed
- When to use it: Choose Live when a fast, natural call start is the priority — for example, inbound-style experiences or campaigns where caller perception of responsiveness matters more than avoiding the rare case of the agent speaking briefly to a machine
The system remembers which Carrier submode (Gate or Live) you last used. Switching back to Carrier after temporarily trying Agent level automatically restores your previous submode.
Configuration
Enable Early Voicemail Detection
Toggle on Early Voicemail Detection in the Actions & Tools panel.
Choose a Detection Level
Select Agent for native recognition by the AI, or Carrier (Operator) for telephony-level AMD.
Select a Submode (Carrier only)
If you chose Carrier, pick Gate for a safer, slightly delayed start, or Live for an immediate start with parallel analysis.
Keep End Call Strategy Active as a Fallback
Leave your End Call Strategy phrase templates configured — Early Voicemail Detection catches most cases sooner, while phrase detection remains a reliable safety net for anything it misses.
Carrier-level AMD accuracy can vary depending on your telephony provider and the destination country. Test both Gate and Live submodes with real call patterns before relying on them for high-volume outbound campaigns.
End Call Strategy
Configure intelligent call termination with sophisticated answering machine detection and strategic conversation ending across multiple languages.
Enhanced Call Termination Logic
Enable Smart Termination
Activate the “End Call Strategy” to handle call endings intelligently with multi-language support.
Configure Detection Phrases
Use comprehensive phrase detection across 6 languages for answering machines and voicemail systems.
Define Completion Criteria
Specify what constitutes a successful call that should end naturally.
Handle Edge Cases
Configure responses for unexpected scenarios like long silences or system errors.