Giving Agents Tools and Knowledge

Let an agent look things up and take action during a conversation.

Steps

On its own an agent can only talk. Tools let it do things during a call, and a knowledge base lets it answer from your own material.

The panel beside the form holds everything that's optional — tools, knowledge, transfers, pronunciation, and a test call.

A tool is an action the agent can trigger mid-conversation — check availability, look up an order, or send something to your own system.

Attach only the tools this agent actually needs. Fewer, clearer tools make the agent more reliable about when to use them.

The review step lists exactly what this agent will be able to do before you close the picker.

Close it. Like every other panel, the choice saves when you save the agent.

A knowledge base is the material the agent answers from — your pricing, your policies, your FAQs. Attach one and it stops guessing.

Pick one or more. You build these once on the Knowledge base page and reuse them across every agent.

Close the picker and save the agent. It now has both the actions it can take and the facts it can answer from.