Prompt and tools

A tool isn't used, variables stay empty, changes have no effect or the API tool reports an error.

The agent uses tools such as the calendar, web search, call transfer, knowledge base or your CRM on its own when the prompt and the tool's description suggest it. What it used and when is shown in the call history under Main Logs.

A tool isn't used

Possible causeSolution
The tool isn't switched onIn the Tools tab, check whether it is listed under Tools. A tool that is only mentioned in the prompt doesn't exist for the agent
The agent doesn't know when to use itFill in the tool's description: Context for AI for call transfer, When should the search be triggered? for web search, Description (for AI) for the CRM tool. Also say it in the prompt
Details the tool needs are missingWith the CRM tool, the agent first asks for all required parameters. Check whether the caller provided them
Call transfer in the audio testThere is no phone line in the browser; call transfer can only be tested with a real call

How to test it: In the test, say exactly the sentence that should trigger the tool, for example "I'd like an appointment on Tuesday". Main Logs should then contain an entry for the tool.

A tool is used at the wrong time

Possible causeSolution
Two tools have similar descriptionsSeparate them clearly, for example "Only transfer emergencies; take a callback request for everything else."
The description is too generalName specific triggers instead of "when needed"

Variables stay empty

Possible causeSolution
The name in the placeholder differs{{Customer_name}} and {{customer_name}} are different variables. Write the name exactly as in the webhook, in context or in the campaign column
Spaces or special characters in the placeholder{{ customer_name }} is never replaced. Write {{customer_name}}
The Incoming Webhook didn't deliver the valueCheck in Webhook Statistics whether it succeeded, and set a Fallback value
For campaigns, the column is missing in the CSVDuring upload, the dashboard warns which placeholders have no column

A placeholder without a value is removed before the call. So the agent never reads out the variable name; the sentence just sounds incomplete.

A change has no effect

Possible causeSolution
Not savedSave the change. The audio test saves automatically before it starts
The call was already in progressChanges apply from the next call
You edited a different agentCheck under Phone Number which agent is assigned to the number
A template overwrote the promptOverwrite prompt replaces the existing text. Re-apply your changes afterwards

The CRM tool reports an error

Possible causeSolution
Your system doesn't respond with a 2xx statusCheck the tool's output in Main Logs and the request in your system's log
TimeoutYour system responds more slowly than the timeout. Increase it under Advanced Settings or speed up your system
Invalid JSON in the bodyCheck the Request Body Preview in the tool. Placeholders inside strings go in quotes: "name": "{{name}}"
Wrong or missing headerCheck the key and spelling in the Headers section

The caller hears silence while a tool runs

Set a Waiting text, for example "One moment, I'm entering that." The agent says it while the tool is working. With web search, a search takes about two to five seconds.

Further help

Send us the time of the call, the name of the tool and a screenshot from Main Logs, see Report a problem.