Agent Studio Tools
Give your agent the ability to take action — book appointments, take orders, collect payments, hand off to your team, and run reusable procedures.
Agent Studio Tools#
Sources teach your agent what to say. Agent Studio gives it the ability to do — book an appointment, take an order, share payment instructions, collect a form, hand off to a teammate, or follow a multi-step procedure.
Open your agent, then go to Agent Studio. The main areas are Guidance, Escalations, Data sources, Tools, Procedures, Workflows, and Test.
The Building Blocks#
Tools, Procedures, and Workflows do different jobs. You can use them together, but they are not the same thing.
| Building block | What it is | Example |
|---|---|---|
| Tool | One configured capability the agent can call | Check availability, create an order record, call your API |
| Procedure | An adaptive process for one customer goal, with required details, handoff, and completion rules | Book a service only after a deposit is verified |
| Workflow | A fixed button and form path | "Pick a service" → "Choose a time" → "Confirm" |
A tool does the work you configured. The agent should not tell the customer that work is finished until that tool returns a successful result. A customer's "yes" is not a booking, payment, order, or delivery.
Tools, Procedures, and Workflows#
- Tools — turn a capability on, finish its setup, and leave it available during chat.
- Procedures — describe when a goal starts, which details are required, which tools to use, when to hand off, and what "done" means. The agent adapts the order to what the customer already said.
- Workflows — publish a fixed path of buttons, forms, messages, and waits. Use a Procedure when the path has to adapt.
Tip: Start with a Procedure when the outcome has rules, such as "check availability, collect details, take a deposit, then confirm." Link the tools that outcome needs. Use a Workflow when tapping through a menu is faster than a free-form conversation.
What's Available#
| Area | What it does |
|---|---|
| Procedures | Adaptive multi-step processes for a customer goal |
| Booking & Appointments | AlonChat Calendar and connected calendar booking |
| Orders | Cart, checkout, and the order record after confirmation |
| Delivery & Couriers | Lalamove quotes, booking, and tracking |
| Payment Methods & Proof | Manual payment instructions and proof review |
| Follow-up | Bounded Workflow waits and reminders |
| Escalations | Route risky messages to people |
| Workflows | Fixed button and form journeys |
| Custom Forms | Structured intake that is not a lead, booking, or order |
| API Actions | Call your own HTTPS API during a conversation |
| Ticketing | Separate owned ticket queue inside Activity |
Escalations are not Activity tickets. Ticketing is its own workspace.
Built-in Tools at a Glance#
| Tool group | What the agent can do | Needs |
|---|---|---|
| AlonChat Calendar | List services, check availability, create, reschedule, or cancel a booking | Calendar setup under Tools |
| Google Calendar | Book against a connected Google calendar, including a waitlist when that option is on | Google Calendar connection |
| Products & Inventory | Match products and, when a live source is mapped, check price or stock | One live source, or Knowledge for details only |
| Cart & Checkout | Build a cart and create an order record after the customer confirms | Products & Inventory, plus your payment rule |
| Sales & Orders | Review submitted requests, payment state, fulfillment, and staff follow-up | A confirmed order record |
| Lalamove Delivery | Live quote, then booking, tracking, or cancellation | Courier credentials and a pickup pin |
| Shopify | Store connection, catalog, a cart link, and signed-in customer orders | A connected Shopify store |
| Lead Collection | Capture name, email, phone, and custom fields | — |
| Live Data / Sheets | Look up or log rows | Sheets or Live Data |
| Google Drive | Search files and folders, and share an existing view link | Drive connection |
| Custom Forms | Collect a structured request and submit it | A published form |
| API Actions | Call your HTTPS endpoint | A public HTTPS URL |
| Escalations | Notify, pause the AI, or hand off | Optional team channels for notifications |
A Shopify cart link does not add items until the customer opens it. Shopify order lookups apply to a customer who is signed in to that store.
Read-only checks can run when the customer asks. Tools that create or change something still need a successful result before the agent treats them as done. If a write fails, nothing was confirmed. If the result is unclear, check the booking, order, payment, or delivery before trying again.
Enabling a Tool#
| Step | What you do |
|---|---|
| 1 | Open Agent Studio → Tools. |
| 2 | Open the tool and finish the requirements it lists. |
| 3 | Turn it on. |
| 4 | Test the customer path in Agent Studio → Test. |
Once enabled, a Procedure or the conversation decides when to call the tool. You do not script every turn.
Related Pages#
- Procedures — adaptive customer-goal processes
- Connections — accounts tools depend on
- AI Assistant — your co-pilot can help set many of these up