Tools and actions

Instructions define how the agent should respond. Herramientas y acciones defines what it can do. Both are retained in the published version.

Actions in the editor

Action	What it does	What to prepare
Capturar prospectos	Collects contact details and needs for business review.	Clear questions and boundaries for requested information.
Solicitar una cita	Records a request or uses automatic reservations when configured.	Booking mode, timezone, and corresponding rules.
Registrar resultado y resumen	Records call outcomes and links them to CRM when a lead is associated.	Later review of the outcome. Always enabled.
Pasar a una persona	For reception, uses the fallback selected in Telephony.	A prepared extension, ring group, or mailbox.
Respetar solicitudes de no contacto	Records the request and ends the call; campaigns check the do-not-contact list.	An appropriate audience and campaign. Always enabled.

Capturing a contact does not verify identity or send a message. Outbound transfer is not available in this agent workspace.

Choose the appointment mode

Confirmar automáticamente con disponibilidad real checks location capacity and saves the reservation during the call. It requires a business, location, and enabled reservation rules.

Solicitar revisión humana records a request. Your team reviews and confirms it in Resultados y citas. For general appointments, set duration and timezone.

See Reservations to distinguish the two operations.

What instructions do not enable

Recordings, payments, confirmed orders, and custom external actions require additional integration. Publishing an agent does not enable them automatically.

WhatsApp alerts are configured separately. Integrations explains which connection belongs to each task.

Verify the result

Test an action and check its record. A spoken answer or call summary does not replace a saved reservation or confirmed appointment. Save the draft and apply the new version before testing reception.