Functions

Functions let your Agent do more than answer questions. A function can transfer a call, schedule an appointment, send a message, collect payment, use a browser, or complete another defined action.

​

Add a function

Open Edit Agent, find the Functions section, and select the + button. Choose a function, configure its settings, and write clear instructions for when it should run. Function availability can depend on your plan, connected apps, phone setup, or Computer Agent configuration. The editor will identify requirements that need attention.

​

Write effective instructions

Tell the Agent:

• the exact condition that should trigger the function
• which information it must collect first
• what information it should pass to the function
• what success looks like
• what it should say or do if the function fails

Avoid asking two functions to own the same action unless their responsibilities are clearly different.

​

Common functions

• Webhooks: Exchange information with another system.
• Call Transfer: Connect a caller to a person or department.
• Take a Message: Capture a message when someone is unavailable.
• Send Email and Send SMS: Send a notification or follow-up.
• Schedule: Book time through a connected calendar.
• Request Payment: Collect payment before continuing an approved workflow.
• Pre Transfer and Post Transfer: Run supporting work around a successful transfer.
• Play Audio: Play an approved recording during a call.
• Pause & Think: Give the Agent a private reasoning step.
• Browser: Perform ad hoc work in the live Browser.
• Computer: Invoke an exact reusable helper or perform bounded multi-step work.

​

Test before publishing

Test the successful path, missing-information path, and failure path. Confirm that side effects reach the correct person, account, calendar, or external service before publishing.