CRM Tools Documentation
Enhance your CRM workflow with powerful automation tools. Simply add and configure these tools through your agent's training interface - no coding required.
Available CRM Tools
Update Contact Field
Dynamically update any contact field during conversations
Assign Contact to User
Intelligently assign contacts to team members
Change CRM Stage
Move contacts through pipeline stages automatically
Add Contact to Board
Add contacts to kanban boards with stage placement
Create CRM Note
Capture important information as structured notes
Update Contact Field
The Update Contact Field tool allows your AI agent to automatically update contact information based on conversation context. It supports all standard and custom fields.
Key Features
How to Configure
Select Fields
Multi-select dropdownChoose which contact fields your AI agent can update from a dropdown list
Set Permissions
CheckboxesUse checkboxes to control what information the AI can modify
Enable Validation
Toggle switchesToggle validation rules to ensure data quality
Setup Steps
Navigate to your agent's Training section
Click 'Add Tool' and select 'Update Contact Field'
Choose which fields the AI can update from the dropdown
Configure any validation rules or restrictions
Click 'Save' to enable the tool
Common Use Cases
Quick Start Guide
Open Agent Training
Go to Portal → Employees → Select your agent → Training tab
Add & Configure Tools
Click 'Add Tool', select from the list, and configure using simple forms
Save & Test
Click 'Save' and your AI agent will immediately start using the tool
Best Practices
Start Simple
Begin with one or two tools and gradually add more as you understand their impact on your workflow.
Train Your Team
Ensure your team understands how AI automation affects the CRM data they work with daily.
Monitor & Adjust
Regularly review the changes made by automation and adjust configurations based on results.
Test First
Use the playground to test how your AI agent uses the tools before going live.