Native Tools

1. Select the AI Agent node in your flow
2. Open the TOOLS section in the node configuration
3. Click the ”+ Add tools” button
4. In the “Select a Tool” field, you will see the list of all available tools, including native ones (marked with the text “(Native)”)

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Product search

“If the user asks about the availability of a specific item or model, you MUST use the search_products tool to query the catalog before responding.”

{
  "product": "iPhone 15 Pro",
  "top_k": 5,
  "score_threshold": 0.85
}

• Requires the bot to have a product catalog configured and accessible.

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Transfer to agent

“When the user expresses frustration or explicitly requests to speak with a real person, execute the transfer_to_agent function immediately.”

{
  "assignment_type": "direct",
  "assignment_by": "shuffle"
}

{
  "assignment_type": "direct",
  "assignment_by": "team",
  "teamId": 4501
}

{
  "assignment_type": "queue",
  "assignment_by": "general",
  "priority": 5
}

• Can end the AI flow immediately.
• When using assignment_type: "queue" with assignment_by: "general", a ticket is created in the general attention queue.
• Important: Team or operator IDs must not be made up; only those explicitly configured should be used.

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Send interactive messages

• title (string, required): Text of the option/button. Maximum 20 characters. Duplicate titles are not allowed.
• description (string, optional): Additional description of the option. Maximum 72 characters.

“If the user asks what services we offer, you MUST use send_interactive_message to display a menu with the available options.”

{
  "text": "How would you like to continue with your query?",
  "title": "Service Options",
  "caption": "Select an option",
  "options": [
    {
      "title": "Talk to Agent",
      "description": "Transfer to human support"
    },
    {
      "title": "View Catalog",
      "description": "Browse available products"
    }
  ]
}

{
  "text": "We have several departments available to assist you.",
  "title": "Departments",
  "caption": "View options",
  "options": [
    { "title": "Sales", "description": "Product and pricing queries" },
    { "title": "Technical Support", "description": "Help with technical issues" },
    { "title": "Billing", "description": "Payment queries" },
    { "title": "Returns", "description": "Manage returns" }
  ]
}

• Sends a real message to the user.
• The message type adapts automatically according to the channel and number of options.

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Send Call to Action (CTA)

“When the user confirms they want to make the payment, use send_call_to_action with is_webview=true to send the payment link and wait for confirmation.”

{
  "text": "Visit our online store to see all available products.",
  "url": "https://store.example.com/catalog",
  "display_text": "View Catalog",
  "title": "Online Store"
}

{
  "text": "Click the button to complete your payment securely.",
  "url": "https://payments.example.com/checkout",
  "display_text": "Pay Now",
  "title": "Complete Payment",
  "is_webview": true,
  "expiration_time": 600,
  "pending_message": "Please complete the payment in the opened window before continuing.",
  "response_variable": "payment_result",
  "input": {
    "order_id": "12345",
    "amount": 99.99
  }
}

• Normal CTA: "Call-to-action message sent successfully."
• WebView: "WebView message sent. Waiting for user action."

• Available only for WhatsApp providers that support this type of message.
• When is_webview=true, the flow pauses until the WebView returns a callback or the time expires.
• The input value is converted to URL query string parameters.
• The callback response is saved in the variable specified in response_variable.

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Current date and time

“Before processing any time-dependent request (such as ‘good morning’ or appointments for ‘today’), call get_current_date_time to know the exact time.”

{
  "timezone": "America/Mexico_City"
}

• Has no visible side effects for the user.
• It is purely informational for the model.

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Day of the week

“If the user wants to schedule for a specific date, first verify what day of the week it is using get_weekday_of_a_date to ensure it is a business day.”

{
  "date": "2025-12-10"
}

• Useful for validating appointments or schedules.

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Memory management

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Internal memory

• Includes an optional Memory space field to isolate or group saved entries, preventing different contexts from mixing.
• Each operation supports configuring its parameters in AI, variable, or static mode, along with a post-execution behavior (Continue, End, or Pause).

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Inbox CRM

• Permissions are managed per group (contact data / tags) with separate read and write access. You can restrict which tags the agent may access.
• Requires at least one connected channel for contacts to exist to operate on.

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$context

• It appears in the tools list as $context to distinguish it from the Context tab.
• Variables written become available to later nodes of the flow, for example {{$context.my_variable}}.

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Platform information

• All three sources are read-only; the agent cannot modify them.
• They are injected as context blocks, so they do not count as a tool invocation.

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Databases

• The agent can only operate on collections from the same company that you explicitly enable in the Configure popover.
• Write operations persist immediately.
• Post-execution behavior (Continue, End, or Pause) is configured per operation.