Agent Contexts
The AI agent operates in four different contexts:Tool Categories
Communication
- Send and draft emails
- Send SMS messages
- Reply to Instagram and Messenger conversations
Customer Management
- Query and look up customers
- View customer history and linked devices
Case Management
- Create, update, and resolve cases
- Assign cases to team members
- Add internal notes
Ecommerce
- Shopify: Look up orders, products, customer purchase history
- Stripe: Look up payments, process refunds, create payment links
- Odoo: Query serial numbers, inventory levels, order traceability
- EasyPost: Get shipping rates, create labels, track shipments
Device & Telemetry
- Query device telemetry data
- Look up device connection status
- Memfault: Query device reports, traces, and diagnostics
Knowledge Base
- Search documentation and knowledge base articles
External Data
- PostgreSQL: Run read-only SQL queries against connected databases
- Custom API Tools: Call configured external API endpoints
Role-Based Access Control
Tool access is controlled by your organization’s role system:- Admin roles have access to all tools by default
- Custom roles can be configured with specific tool permissions
- The customer-facing chatbot only uses tools marked as public
- Tools can be restricted to specific roles via the Tools Settings page