How To Use The Pre-Built Tools

Overview

This guide explains how to use the prebuilt tools provided in the Wellgrow software, focusing on functionalities like data collection, calendar management, and interaction automation.

1. Accessing Prebuilt Tools

Navigate to your Lead Assistant in the software. On the right-hand side, click on Tools and Abilities. This section lists all available prebuilt tools.

2. Common Prebuilt Tools and Their Uses

a. Update Details

Purpose: Captures and stores user information such as:

• First Name
• Last Name
• Email Address
• Phone Number

Use Case: Essential for adding user data to your CRM.

b. Update Address

Purpose: Collects and saves the user’s address.

Use Case: Useful for location-specific operations like scheduling site visits or estimates.

c. Calendar Management Tools

• Check Availability: Scans the calendar for free slots to avoid double booking.
• Book Appointment: Locks in a user’s appointment after checking availability.
• Reschedule Appointment: Allows users to modify existing bookings.
• Cancel Appointment: Enables users to cancel an appointment.
• Check Appointment: Verifies existing appointment details.

d. Interaction Creation Tools

• Create Task: Send specific follow-up actions to team members (e.g., a request for a Spanish-speaking representative).
• Create Note: Logs important details from conversations in the user’s contact record.
• Self-Schedule: Automates follow-ups based on user requests (e.g., "Call me back in 20 minutes").
• Send Email: Emails users relevant information or documents.
• Call the User: Initiates an outbound call for further assistance.

3. How to Use Tools in Automation

JSON Reference: Each tool is accessible via its JSON name (e.g.,'update_details'). Add these functions in prompts or workflows to enable automatic execution.

Example Prompt Integration:

Call function update_details to gather the user's first name, last name, phone number, and email.

Workflow Example:

Use Case: Scheduling an Estimate for Roofing Inspection

Prompt: Collect the user’s contact details.

Functions:

• update_details
• update_address

Schedule an appointment using book_appointment.

4. Recommendations

• Critical Tools: Always include tools like update_details, update_address, and calendar management tools for core operations.
• Optional Tools: Use create_task or self_schedule for advanced use cases.
• Testing: Run scenarios to ensure proper tool integration and workflow execution.

Conclusion

By leveraging these tools effectively, you can automate routine tasks, manage appointments, and enhance user engagement effortlessly. If you have additional questions or need specific examples, feel free to ask!