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Project flow as Tool

Project flow as Tool turns another of your flows into a tool for an agent. The agent reads the name and description you give it and decides when to run the flow during the conversation.

When to use it

  • Giving an agent a whole process, such as “create quote”, as if it were a single action.
  • Reusing flows that already work as tools for different agents.

Configuration

FieldWhat it does
Flow NameThe flow the tool runs. Press the refresh button to see your flows.
NameThe tool’s name, as the agent will see it.
DescriptionWhat the tool does and when to use it. The agent decides from this description.

Advanced options

FieldWhat it does
Return DirectOn, the flow’s result is returned as the answer as it is, without the agent rewriting it. Off by default.

Output

The Tool output is the tool. Connect it to an agent’s tools connector.

Example

A renovation company has a flow that calculates quotes.

  1. Add Project flow as Tool and choose that flow in Flow Name.
  2. Type calculate_quote in Name and in Description “Calculates a renovation quote from the square metres and the type of work”.
  3. Connect Tool to the customer service agent.