Manage Tools

Once you have created custom tools, you can adjust their configuration, save copies of them, or clear out ones you no longer use. This page covers all three tasks. Each starts from the same place in the portal: go to AI > AI Receptionist > Tools.

Edit a tool

1. Go to AI > AI Receptionist > Tools.
2. Find the tool you want to change and click the edit icon next to it.
3. Update any of the tool’s settings.
4. Click Save.

Download tools

Downloading a tool exports its configuration to a JSON file (JSON, or JavaScript Object Notation, is a plain-text data format), which is handy for keeping a backup or reusing the same setup elsewhere.

1. Go to AI > AI Receptionist > Tools.

2. Select one or more tools, then click Download above the list.

   

The JSON file is saved to your computer.

Note

When you select more than one tool, the exported files are bundled together into a single ZIP archive.

Delete tools

Remove any tools you no longer need.

Caution

A tool that is currently assigned to one or more AI receptionists cannot be deleted. Unassign it first.

1. Go to AI > AI Receptionist > Tools.

2. To remove a single tool:

   

   1. Click the delete icon next to the tool.
   2. Click OK in the confirmation window.

3. To remove several tools at once:

   

   1. Select the checkbox for each tool you want to remove.
   2. Click Delete above the list.
   3. Click OK in the confirmation window.