# Tools and actions

> Choose what the agent can record and how it should request help during a call.

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](https://docs.sidemex.app/en/agents/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](https://docs.sidemex.app/en/agents/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.

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https://docs.sidemex.app/en/agents/tools/