Chapter 4
Agent actions & Tools
Give your agent superpowers — built-in helpers, 40+ integrations across messaging, databases, storage, CRM, and developer tools, plus your own custom actions.
In this chapter
- Tools & actions overviewHow tools are organised, the difference between built-in tools and custom actions, and where to find them in the dashboard.5 min
- Credentials & safetyHow API keys and tokens are encrypted, the read-only / read+write / full-access profile, and the hard caps that protect your data.6 min
- Built-in toolsTools shipped with every agent: lead capture, web search, HTTP requests, webhooks, contact updates, custom buttons, and memory.5 min
- Messaging toolsSend WhatsApp, Slack, Telegram, Email, Facebook Messenger, Instagram DMs, and SMS via Twilio / Infobip / Sozuri / Chatzuri Mobile Gateway.9 min
- E-commerce toolsManage WooCommerce and Shopify stores — products, orders, customers, fulfilment.6 min
- Payments toolsCharge cards via Stripe and collect mobile money via M-Pesa STK Push.6 min
- Scheduling toolsBook and manage meetings via Calendly, Cal.com, and Google Calendar.6 min
- Database toolsConnect to PostgreSQL, MySQL/MariaDB, MongoDB, Redis, Supabase, and Airtable with read-only defaults and hard safety caps.9 min
- Cloud storage toolsRead and write files in AWS S3, Azure Blob, Google Cloud Storage, Dropbox, Google Drive, and OneDrive — plus ingest files into the knowledge base.8 min
- Business & productivity toolsNotion, Google Sheets, HubSpot, Salesforce, QuickBooks, Zendesk, and Jira.9 min
- Developer toolsGitHub for issues / PRs / workflows / code search, and Vercel for deployments, logs, env vars, and domains.7 min
- Build a custom actionWrite a small async JavaScript function the agent can call — connect to any HTTP API, including ones not listed above.7 min
- Trigger webhooksFire an HTTP call into your stack the moment something happens in chat.4 min
