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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

1

Enable Transfer Capability

Toggle the “Call Transfer” option to activate the transfer functionality for your agent.
2

Choose Transfer Destination

Select between traditional phone numbers or SIP trunk endpoints based on your infrastructure.
3

Configure Transfer Logic

Define when and how your agent should initiate transfers using smart prompting and multi-language templates.
4

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:

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
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 (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
1

Enable Transfer v2

Toggle “Transfer to multiple destinations (Beta)” within the Call Transfer section.
2

Add a Rule

Click “Add rule” and describe the condition that should trigger this specific transfer.
3

Configure Destination

Choose Phone or SIP and enter the corresponding destination value.
4

Choose Transfer Type

Select Direct for an immediate handoff or Warm to relay context before disconnecting.
5

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.
6

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.
7

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:

Webhook Tools

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.

Webhook Tool Modal Interface

Configure webhook tools through our comprehensive modal interface:
1

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
2

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
3

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
4

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:

Webhook Authentication Methods

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

Webhook Integration Examples

Salesforce Lead IntegrationAutomatically create leads when customers show purchase interest:

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

1

Enable Business Hours

Add the Business Hours tool from the Actions & Tools panel and toggle it on.
2

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.
3

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.
4

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.
5

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).
6

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

Used while the business is openOptional message the agent can use to confirm availability, 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 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
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

1

Enable Early Voicemail Detection

Toggle on Early Voicemail Detection in the Actions & Tools panel.
2

Choose a Detection Level

Select Agent for native recognition by the AI, or Carrier (Operator) for telephony-level AMD.
3

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.
4

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

1

Enable Smart Termination

Activate the “End Call Strategy” to handle call endings intelligently with multi-language support.
2

Configure Detection Phrases

Use comprehensive phrase detection across 6 languages for answering machines and voicemail systems.
3

Define Completion Criteria

Specify what constitutes a successful call that should end naturally.
4

Handle Edge Cases

Configure responses for unexpected scenarios like long silences or system errors.