Working with Tool Nodes
Tool nodes perform actions in your workflow like sending emails, SMS messages, or connecting to external services. They execute automatically based on decisions made earlier in your workflow.
Automatic Actions
Execute tasks instantly based on conversation context.
Smart Content
AI generates personalized messages for each situation.
How They Work
When a tool node runs, it takes information from the conversation and performs a specific action. The AI understands the context and creates appropriate content without needing templates.
Selecting a tool type for your workflow action
Common Tool Types
Send Email
Automatically compose and send emails with conversation context. Perfect for follow-ups, confirmations, and sharing information.
Send SMS
Send text messages to any phone number. Great for alerting team members or notifying third parties.
Send SMS to Caller
Text the person your agent just spoke to — no need to re-enter their number. Ideal for post-call confirmations and recaps.
Call API (Webhooks)
Connect to external services via HTTP. Update CRMs, create tickets, or trigger other systems with custom payloads.
Google Calendar
Automatically schedule appointments and meetings. Creates calendar events with details from the conversation.
Zapier
Fire a Zapier webhook to connect your workflow to thousands of downstream apps without writing integration code.
Setting Up Tool Nodes
Add a tool node
Select the tool type
Configure settings
Add instructions (optional)
Connect to workflow