Step-by-Step Guide: Using Tools, Calendar Integration, and Custom Extractions in Build Assistants

Overview

This guide covers setting up and using tools, calendar integration, and custom extractions to streamline your AI assistant's functionality. These capabilities allow your assistant to extract user information, book appointments, and manage client interactions efficiently.

1. Calendar Integration

Steps to Create and Sync a Calendar:

  1. Create a Calendar:
  2. Sync the Calendar with Your Assistant:
  3. Use Case:

2. Using Pre-Built Tools

Pre-built tools add essential capabilities to your assistant, such as extracting details, managing calendars, and creating tasks.

Steps to Enable Tools:

  1. Go to the Tools & Abilities tab in your assistant’s settings.
  2. Select and enable the following tools:
  3. Save changes and test the tools in your assistant.

Tip:

Use task-based prompts to ensure tools are called at the appropriate time in conversations. Example:

3. Setting Up Custom Extractions

Custom extractions allow your assistant to capture and store specific data points, like project details or issues, into custom fields.

Steps to Create a Custom Extraction Tool:

  1. Create a New Tool: