Tools: Overview
Understanding Tools and When to Use Them
In Zaia Endless, Tools are what extend an Agent’s capabilities beyond its core Role + Prompt.
By default, an Agent can only respond using the instructions defined in its Prompt. Whenever you want an Agent to interact with data, trigger actions, integrate with systems, or escalate to humans, you must create and configure the appropriate Tools.
How the Agent Uses Tools
Agents decide to use a Tool based on the Tool description.
If the Agent determines a Tool is needed but required inputs are missing, it will ask the user for the missing information first
Once all required properties are available, the Agent executes the Tool
If all logic and information fit inside the Prompt, no Tool is required
💡 Best practice: Tools should only be created when they are truly necessary. Fewer Tools lead to more predictable behavior.
Types of Tools in Zaia Endless
Below are the Tools currently available in the platform and when to use each one.
📡 HTTP Request
Allows the Agent to perform API calls to external services.
Supported methods: GET, POST, PUT, DELETE, PATCH
Use when:
Integrating with third-party systems
Fetching or sending data to external APIs
⚙️ Code Execution
Allows the Agent to execute custom code snippets.
Use when:
Performing calculations
Transforming data
Applying custom logic not covered by other Tools
🌐 Web Search
Allows the Agent to search the web for up-to-date information.
Use when:
Information is not available in Knowledge Bases
Real-time or external context is required
🎫 Ticket Creation
Creates a ticket and transfers the conversation to a human in the Endless CRM.
Important:
Requires a CRM Team to exist
This is the only native way to escalate a conversation to humans
✉️ Message Sending
Allows the Agent to send messages to specific phone numbers based on a defined condition.
Use when:
Sending notifications
Triggering outbound messages
Automating alerts or confirmations
⏰ Follow Up
Allows the Agent to send follow-up messages after conversation inactivity.
Use when:
Re-engaging users
Reminding users to complete an action
Continuing conversations automatically
📚 Knowledge Base Search
Allows the Agent to search within a Knowledge Base created in Zaia Endless.
Use when:
Information is too large or dynamic for the Prompt
You need structured, searchable documentation or FAQs
📄 PDF Reader
Allows the Agent to read and extract information from PDF files.
Allows the Agent to read and reason over the entire content of a PDF as a single contextual document, without chunking or semantic fragmentation.
📊 Table Tools
Tables are native databases inside Zaia Endless. Each type of interaction requires its own Tool.
Available Table Tools:
Table Row Insertion — insert new records
Table Row Update — update existing records
Table Row Semantic Search — search by meaning using natural language
Table Row Similarity Search — search by vector similarity (closest matches)
Use when:
Managing leads, customers, tickets, or structured data
Persisting information across conversations
⚠️ Tables must be created before configuring their Tools.
🔄 Workflow Execution
Executes a pre-built Workflow.
Use when:
Orchestrating multi-step processes
Automating business logic (e.g., payments, onboarding, approvals)
🧠 Contextual Memory
Allows the Agent to store and retrieve information across conversations.
Examples:
Name
Company
Budget
Preferences
Memory works like dynamic variables, and the Agent relies on the Tool description to understand what should be extracted and stored.
Best Practices
Keep it simple — If information fits in the Prompt, don’t create a Tool
Respect dependencies — Create the resource first (Table, Workflow, CRM Team)
Write clear descriptions — Always explain Tools in natural language
Test internally — Use the Internal Chat to validate Tool behavior before publishing
Key Takeaway
Tools are what make Agents active inside Zaia Endless.
They connect your Agent to:
Knowledge Bases
Tables
Workflows
External APIs
Humans
But remember: More Tools = more complexity. Start simple and only add what your Agent truly needs.
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