Tools: what the agent can do

The Tools tab is where you pick which actions the agent is allowed to
take. Each tool is a verb the agent can call during a conversation.

Categories

Messaging
- send_reply — reply on the current channel
- send_email — send an email (separate from chat reply)
- send_sms — legacy SMS (most agents use send_reply instead)

Contacts
- get_contact_details — look up the contact
- update_contact_tags — add tags
- remove_contact_tags — remove tags
- update_contact_field — set a standard or custom field
- find_contact_by_email_or_phone — dedupe check
- upsert_contact — create or update
- create_task — assign a follow-up task to a team member
- add_contact_note — log internal context

Calendar / Booking
- get_available_slots — check availability
- book_appointment — commit a booking
- cancel_appointment / reschedule_appointment
- create_appointment_note — log context onto the appointment

Automation
- add_to_workflow / remove_from_workflow — GHL workflow enrollment
- cancel_scheduled_message — cancel a queued SMS/email

Pipeline
- get_opportunities / upsert_opportunity
- move_opportunity_stage
- mark_opportunity_won / mark_opportunity_lost
- list_pipelines

Intelligence / flow
- transfer_to_human — hand off
- schedule_followup — queue a future message
- score_lead, detect_sentiment
- save_qualifying_answer — fires automatically as qualifying questions get answered

Workflow tools

Enable add_to_workflow / remove_from_workflow to allow the agent to
enrol contacts in (or remove them from) GHL workflows. The specific
workflow to use is picked per-rule on the Rules tab —
that's where you say "when the contact asks about Service X, enrol them
in the Service X nurture". The toggle here just grants the capability.

The same applies to any rule-driven action: update_contact_tags,
opportunity_status, dnd_channel, etc. Rules author the specific
action; the Tools tab is consent that the tool exists.

Calendar setup

Turning on get_available_slots or book_appointment auto-enables the
full booking tool set (cancel, reschedule, get_calendar_events, create_appointment_note).
You'll also need to pick a Connected Calendar in the panel that
appears — without it, booking tools fail silently.

Use the Test calendar connection button to verify: it runs a series of
checks (token valid, scope present, calendar readable, team-member
assignment working) and shows you exactly what's wrong if anything is.

Design principle

Only enable tools the agent should actually use. Every enabled tool
adds to the agent's schema, which slightly dilutes focus. An agent with 8
focused tools will outperform an agent with 25 generic ones every time.