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:
   • Go to Calendar Settings and select Create Calendar.
   • Choose a Personal Booking Calendar.
   • Name the calendar (e.g., Concrete Test) and set a custom URL path (e.g., concrete_test).
2. Sync the Calendar with Your Assistant:
   • In your assistant's settings, go to the Calendars Tab.
   • Click Add Calendar and select the newly created calendar.
   • Test the calendar by booking a test appointment to ensure it functions correctly.
3. Use Case:
   • Your AI assistant can check availability, book appointments, and cancel or reschedule as needed.

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:
   • Update Details: Extracts name, email, phone number, and more.
   • Address Update: Captures the user's address.
   • Calendar Management: Allows the assistant to book, reschedule, cancel, and check appointments.
   • Self-Scheduling: Enables the bot to follow up with users based on their availability.
   • Interaction Tools:
     • Create Task: Logs tasks for manual follow-up.
     • Send Email: Allows the bot to send email communications.
     • Call User: Lets the assistant make outbound calls.
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:

   • Go to the Tools Tab and click Create Tool > Extraction.

   • Define a name (e.g., concrete_details).

   • Add a clear description:

     plaintextCopy codeUse this tool to record the user's details about their concrete project for reference later.