Tools

​

Lead Generation

​

Customizable Fields

• Email
• Contact Information
• Motive (schedule appointment, support ticket, etc.)
• Phone Number

​

Appointment Scheduling

​

Main Features

• Schedule availability
• Confirmation emails
• Confirmation messages
• Timezone handling

​

Support Tickets

​

Main Features

• Automatic ticket creation
• Priority assignment
• Category classification
• Status tracking
• Team assignment
• Resolution tracking

​

Live Chat

​

Main Features

• Seamless AI to human handoff
• Real-time conversation monitoring
• Chat history access
• User information display

​

Process Orders

​

Main Features

• Order quantity management
• Customer data collection
• Payment type selection
• Order confirmation notifications

​

Custom Form

​

Configure Your Questionnaire

1

Set the Questionnaire Title

Provide the relevant information for the questionnaire so the chatbot knows when to activate.

2

Set the Questionnaire Fields

These are the data points the chatbot should collect from the user.

To make this tool work, you must add fields

​

Share Files

​

Main Features

• Share files with users: Configure files (images or PDFs) that the chatbot will automatically provide when a specific situation is triggered during the conversation.
• File upload by users: Users can upload files directly to the chatbot when this functionality is enabled.
• Management from dashboard: You have the option to upload files manually from the dashboard, allowing the chatbot to send additional information to users when necessary.

​

Configure File to Share

• File Name: Enter the name with which the file will be identified and sent to users.
• Activation Situation: Describe when this file should be provided to users. For example, “when the user asks for the catalog” or “when they request contact information”. This description helps the chatbot recognize when to share the file.

• Description (optional): Provide an optional description of what the file contains.
• Upload File: Select the file you want to share. You can upload images or PDF files with a maximum size of 10MB.

​

How It Works

1. The activation situation occurs in the conversation: The user mentions or asks something that matches the activation situation you configured.
2. The chatbot recognizes the situation and responds: The chatbot identifies that it should provide the file based on the configured activation situation.
3. The user receives the file or download link: The chatbot automatically provides the file to the user, either as an attachment or as a download link, depending on the integration platform.

​

Custom Tool (API)

​

Set your tool

1

Create New Tool

Click the “Create Tool” button to start configuring your custom tool.

2

Configure Basic Information

Complete the main fields of your tool:

• Name: Give your tool a descriptive name
• Method: Select the HTTP method (GET, POST, PUT, DELETE)
• Description: Explain what this tool does so the chatbot knows when to use it
• URL: Enter the URL of your API endpoint

3

Configure Body (for POST, PUT, DELETE)

If you selected POST, PUT, or DELETE, you can configure the fields of the request body:For each body field, you can configure:

• Name: The name of the field (e.g., userData, user_data, items)
• Type: The data type (String, Number, Boolean, etc.)
• Is an Array: Check this option if the field should be an array
• Description: Explain what information this field contains

Configuration examples:

• Simple field: name (String) - To send a username
• Array field: products (String, Is an array ✓) - To send a list of products
• Numeric field: quantity (Number) - To send quantities
• Boolean field: active (Boolean) - To indicate if a user is active
• Object field: address (Object) - To send a user’s full address

The body is only necessary for POST, PUT, and DELETE methods. GET does not use a body.

4

Add Parameters (Optional)

If your API requires query parameters, click “Add Parameter” and configure:

• Parameter name
• Data type
• Whether it is required or optional
  Parameters are sent as query strings in the URL

5

Configure Headers (Optional)

For APIs that require authentication or specific headers, click “Add Header”:

• Header name (e.g., Authorization, Content-Type)
• Header value (e.g., Bearer token, application/json)
  Keep your tokens and API keys secure. Do not share this information.

6

Save Tool

Once the configuration is complete, click “Create Tool” to save and activate your custom tool.

​

Usage Examples