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 in its Prompt. If you want the Agent to interact with data, trigger workflows, or hand off to humans, you must create and configure Tools.
🔹 How the Agent Uses Tools
The Agent decides to use a Tool based on its description.
If the Agent wants to call a Tool but does not yet have all the required properties (variables), it will first ask the user for the missing information. Only after collecting everything will it execute the Tool.
Tools must always be created only if essential. If all required content fits inside the Prompt, no Tool is needed.
🔹 Types of Tools in Zaia Endless
Here are the available Tools you can add to your Agents:
📡 HTTP Request
Allows the Agent to perform API calls to external services (GET, POST, PUT, DELETE, PATCH).
Use when your Agent needs to integrate with a third-party system.
⚙️ Code Execution
Runs custom code snippets.
Useful for calculations, data transformation, or advanced logic.
🌐 Web Search
Lets the Agent perform searches on the web to obtain real-time information.
Use for Agents that need external knowledge beyond what is in your Knowledge Bases.
🎫 Ticket Creation
Opens a ticket and transfers the conversation to a human inside Endless CRM.
Always requires a CRM Team to exist first.
This is the only native way to escalate to humans.
📚 Knowledge Base Search
Allows the Agent to search in a Knowledge Base you created in Endless.
📊 Table Tools
Tables are native databases inside Endless. To use them, you must first create the Table and then configure Tools for each type of interaction:
Insert Row → add new data.
Update Row → modify existing data.
Semantic Search → find information by meaning (natural language).
Similarity Search → find data by vector similarity (e.g., closest match).
🔄 Workflow Execution
Runs a pre-built Workflow.
Use when your Agent needs to trigger a multi-step process (e.g., payment flow, lead qualification).
🧠 Memory (Contextual Memory)
Stores specific variables from the conversation (e.g., name, company, budget).
Works like dynamic memory slots.
The Agent uses the property description to know how to extract and store the data.
🔹 Best Practices
Keep it simple → If information fits in the Prompt, don’t create Tools.
Respect dependencies → Create the resource first (Table, Workflow, CRM Team) before creating the Tool.
Clear descriptions → Always describe Tools in natural language so the Agent knows when to use them.
Test internally → Use the internal chat to validate Tool behavior before publishing to channels.
✅ Key Takeaway
Tools are what make an Agent active inside Zaia Endless. They connect your Agent to Knowledge Bases, Tables, Workflows, external APIs, and even humans. But remember: more Tools = more complexity. Always start simple and only add what your Agent truly needs.
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