The catalog
AI Agents → Manage Tools. Tools are grouped:Enabling and disabling
There are two independent switches, and this is what confuses people:1
Globally, in the catalog
AI Agents → Manage Tools — toggling a tool off removes it from every agent that
used it.
2
Per agent
AI Agents → your agent → Overview → Edit → Tools — tick the ones this agent may use.
Exposing an automation as a tool
This is how you give an agent an ability you built yourself — booking an appointment, creating an order, checking stock in your own system.1
Open the automation
Automation → your flow.
2
Turn on 'Expose as tool'
Give it a tool name (a unique identifier the AI calls, e.g.
book_appointment) and
a when to use it description. The description is what the model reads to decide
whether to call it — write it as a plain sentence: “when the customer wants to book an
appointment”.3
Define the inputs
Each input has a name, a type (Text, Number, Yes/No), a description and a required flag.
The AI fills these in, and they arrive in the run as
{{trigger.<name>}}.4
Publish the automation
An unpublished automation does not appear as a tool, however configured.
5
Enable it on the agent
AI Agents → your agent → Overview → Edit → Tools, tick it. It carries an
AUTOMATION badge.
Deleting a custom tool
Deleting removes it from the catalog and from every agent that used it. This cannot be undone. Automation tools are removed by turning off “Expose as tool” in the automation itself.Writing a good tool description
The model chooses tools by reading their descriptions. Two rules:- Say when, not what. “Looks up an order by its number” is worse than “when the customer asks where their order is or gives an order number”.
- Make inputs unambiguous. The input description is what tells the AI what to put
there.
customer_namewith no description invites a guess.

