Tools During the Call

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Overview

• Make real-time API calls during conversations
• Retrieve or submit data from/to your systems
• Make informed decisions based on live data
• Provide accurate, up-to-date information to callers

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Key Benefits

• No coding required – simply configure API endpoints and parameters
• AI automatically knows when and how to use the tools
• Real-time data access during calls
• Seamless integration with your existing systems

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Setting Up Your Tool

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1. Basic Configuration

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Main Tool Configuration

1. Access tool creation Navigate to “Tools During the Call” and click “New Tool”
2. Configure main settings Fill out the essential details:
   • Name: Use lowercase letters and underscores (e.g., check_order_status)
   • Description: Explain when and how the AI should use this tool
   • Endpoint: Your API URL (e.g., https://api.yourcompany.com/orders)
   • Timeout: How long to wait for responses (in seconds)
   • Method: Choose GET, POST, PUT, PATCH, or DELETE
3. Add headers Common headers you might need:
   Content-Type: application/json
   Authorization: Bearer your_token
   

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2. Variable Configuration

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Defining Parameters

1. Define parameters These are the pieces of information your AI will collect during the call:
   Name: order_number
   Type: string
   Description: "10-digit order number from the customer"
   
2. Set validation rules Add format requirements in the description:
   "Date in DD/MM/YYYY format"
   "Phone number without spaces"
   "Email address for confirmation"
   

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Understanding Parameter Types

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String

Type: string
Examples: "Max Mustermann", "Main Street 123"

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Number

Type: number
Examples: 42, 99.99

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true_false

Type: true_false
Examples: true, false

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Formatting guidance

"Date in DD/MM/YYYY format"
"Phone number without spaces"

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Dynamic Endpoints

Base URL:
https://api.example.com/orders/status

With variables:
https://api.example.com/orders/{order_id}/status

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Simple Testing

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Automated Testing

• String parameters: “test”
• Number parameters: 1
• Boolean parameters: true

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Power User Feature: Automation Platform Integration

1. Create a new flow
2. Add a webhook trigger
3. Build your logic (API calls, data transformations, etc.)
4. Finish with “Return Response”

1. Use the webhook URL as your endpoint
2. Append /sync at the end
3. Example: https://automation.famulor.de/webhook/abc123/sync

• Transform data before/after API calls
• Chain multiple API calls sequentially
• Implement complex business logic
• Handle errors gracefully

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Practical Examples

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Order Lookup System

Name: check_order
Endpoint: https://api.yourshop.com/orders/{order_number}
Parameters:
  - Name: order_number
    Type: string
    Description: "Order reference (format: ORD-XXXXX)"

• Ask for the order number
• Retrieve the status
• Explain delivery dates and status to the customer

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Appointment Availability

Name: check_appointments
Endpoint: https://api.calendar.com/availability
Parameters:
  - Name: service
    Type: string
    Description: "Type of service (Haircut, Massage, Consultation)"
  - Name: date
    Type: string
    Description: "Desired date (DD/MM/YYYY)"

• Ask for the desired service
• Inquire about the preferred date
• Show available time slots

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Customer Verification

Name: verify_customer
Endpoint: https://api.crm.com/verify
Parameters:
  - Name: phone
    Type: string
    Description: "10-digit phone number"
  - Name: email
    Type: string
    Description: "Email address for verification"

• Collect contact information
• Verify it against your CRM
• Proceed based on verification status

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Configuring Your AI

When to use the check_order tool:
1. Customer asks about order status
2. Mentions tracking or delivery
3. Wants to know where their package is

How to use it:
1. Ask for the order number if not provided
2. Verify format (ORD-XXXXX)
3. Use tool to retrieve status
4. Explain results in simple terms

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Further Resources

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Popular Integration Templates