Tools Configuration

Tools let your agent take actions during a conversation, not just talk. While the agent prompt (the instructions that tell your agent what to say) decides what to say, tools decide what to do: transfer a call, end a session, call an external API, or book an appointment.

This tab is disabled until you write an Agent Prompt in the Agent Behaviour tab.

How Tools Work

Tools are created once on the Tools page, then attached per agent here. ScaleAI supports five tool types:

A tool runs only when the agent decides it is relevant. Your prompt decides when a tool fires.

The Functions Section

The Functions area lists attached tools grouped by type. Each group is an expandable accordion:

• Add lets you either attach an existing tool (searched from your workspace) or create a new one inline.
• Each attached tool shows its type, name, and a summary (e.g. transfer destinations, endpoint, or provider).
• Use the toggle to enable/disable a tool, the pencil to edit it, and the trash to detach it from this agent.
• Tools you create here are saved to your workspace and become reusable across other agents.

Function Call Sound

Transfer Call, Custom Function, Check Slot Availability, and Book Appointment tools support a background sound played while the function executes. As with ambient sound, you can enable it and choose a sound type and volume to make the action feel natural.

Cancel on Interruption

Most tools offer a Cancel on Interruption option. It aborts the tool's execution if the caller speaks again mid-action.

Tool Types in Detail

Transfer Call

Transfers the live call to one or more destination numbers. Configure:

• Destinations: a phone number or SIP URI per target.
  • Phone target: transfer number, optional extension (digits, *, #) and extension duration, and a prompt the agent reads before handing off.
  • SIP target: SIP URI and SIP trunk selection.
• Transfer Mode: warm plays a warm-handoff message while connecting; cold drops the line and dials.
• Warm Handoff: optional message spoken before handing off, and the language it's spoken in.
• Pre-Execution Message: spoken to the caller before the transfer begins.
• Cancel on Interruption: abort the transfer if the caller speaks again.

End Call

Ends the call gracefully. Configure a name and a prompt describing when the conversation is complete; the agent uses it to decide whether to hang up.

Custom Function

Calls an external endpoint mid-conversation, e.g. to look up an order or write a record. Configure:

• Name: a snake_case identifier.
• API Endpoint or cURL: HTTP method (GET, POST, PUT, DELETE, PATCH) and URL. You can paste a cURL command and the fields populate automatically.
• Timeout (ms): between 1000 and 120000. After this, the call proceeds without the result.
• Prompt: instructions describing when to execute this function.
• Authorization: optionally reuse a saved Integrations credential instead of hardcoding secrets.
• Headers & Query Parameters: key/value pairs, supporting {{dynamic_variables}}.
• Parameters: a structured schema (with nested objects/arrays) describing the request body.
• Dynamic Variables: placeholders detected from headers, query params, and parameters, each with a declared type and required flag.
• Pre-Execution Message: spoken to the caller before the request fires.
• Cancel on Interruption: abort the call if the caller speaks again.

Check Slot Availability & Book Appointment

The two appointment tools pair together: check for an open slot, then book it. Both configure:

• Provider: a calendar integration (e.g. Google Calendar, Calendly).
• API Key: a saved credential for that provider (created inline if needed).
• Event Type: the specific event type to check/book.
• Timezone: the timezone used for availability windows.
• Pre-Execution Message: spoken before the action.
• Cancel on Interruption: abort if the caller speaks again.

Webhooks

Below Functions, the Webhooks section lets you send call lifecycle events for this agent to your own endpoint URL.

• Create a webhook with a target URL and one or more event types.
• Webhooks here are scoped to this agent only.
• Use the toggle to pause/resume delivery and the trash icon to delete.

Managing Tools

The Tools list supports search, per-type filtering (e.g. show only transfer_call), and archive toggles. Archived tools stay in your workspace but are not offered to agents by default.

API

Tools are managed under /function-tools:

• POST /function-tools - create a tool
• GET /function-tools - list tools
• GET /function-tools/{id} - fetch one
• PATCH /function-tools/{id} - update

Refer to the API Reference for request/response schemas.

Next Steps

• Integrations: save the credentials a Custom Function or appointment tool reuses.
• Agent Prompt: reference your tools in the prompt so the agent knows when to call them.
• Test the Agent: practice a tool-enabled agent on a real call.