> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/ai-agent/how-to-create-a-new-ai-agent/tools-how-to-give-your-ai-agent-the-ability-to-take-action/bot-tools-how-to-trigger-bot-studio-journeys-from-your-ai-agent.md).

# Bot Tools — How to Trigger Bot Studio Journeys from Your AI Agent

A Bot Tool connects your AI Agent to a Bot Studio journey. **When the agent detects a specific customer intent — based on the tool's description — it triggers the linked journey automatically.**

Without Bot Tools, your AI Agent can only reply with text. With Bot Tools, it can collect structured information from the customer, send rich messages, assign conversations to team members, save data to Google Sheets, add tags, trigger APIs, and much more — all through Bot Studio's visual flow builder.

#### <mark style="color:$primary;">**When Should You Use a Bot Tool?**</mark>

Use a Bot Tool when you want the agent to do something more than just answer a question. Here are some common scenarios:

<table><thead><tr><th width="292.0001220703125">Scenario</th><th>What the Bot Tool Does</th></tr></thead><tbody><tr><td>Customer wants to book an appointment</td><td>Collects date, time, and details, then saves to a sheet or assigns an agent</td></tr><tr><td>Customer wants a product demo</td><td>Collects name, company, and requirements, then notifies your sales team</td></tr><tr><td>Customer wants to register for an event</td><td>Collects event name, date, number of people, and location</td></tr><tr><td>Customer wants a callback</td><td>Collects phone number and preferred time, then triggers a call or assigns an agent</td></tr></tbody></table>

<figure><img src="/files/pakjzNaHe0Y00eBE9Mms" alt="" width="544"><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**How Bot Tools Work**</mark>

1. A customer sends a message on WhatsApp.
2. The AI Agent reads the message and matches it to a Bot Tool based on the tool's description.
3. If the tool has parameters, the agent collects each piece of information from the customer through the conversation.
4. Once all required information is collected, the connected Bot Studio journey activates.
5. The journey performs the actions you have configured — sending messages, assigning agents, saving data, etc.

***

#### <mark style="color:$primary;">**Key Fields in a Bot Tool**</mark>

<figure><img src="/files/5sL6bLSJo56dgNxASHo7" alt="" width="541"><figcaption></figcaption></figure>

<table><thead><tr><th width="182.00006103515625">Field</th><th>What It Means</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>A clear name describing what the tool does — for example, Talk To Human or Booking</td></tr><tr><td><strong>Description</strong></td><td>Tells the agent when to use this tool. The agent reads this to decide whether to activate it. This is the most important field — write it clearly</td></tr><tr><td><strong>Type</strong></td><td>Set to Bot</td></tr><tr><td><strong>Parameters</strong></td><td>Information the agent collects from the customer before triggering the journey. Some tools have no parameters</td></tr></tbody></table>

***

#### <mark style="color:$primary;">**Understanding Parameter Types**</mark>

<figure><img src="/files/p0wcjB6kLIcr4owoM6J0" alt=""><figcaption></figcaption></figure>

When adding parameters, you choose a type for each one:

<table><thead><tr><th width="195.99993896484375">Type</th><th width="267">When to Use</th><th>Example</th></tr></thead><tbody><tr><td><strong>String</strong></td><td>Text or a mix of text and numbers</td><td>Customer name, email, date, location</td></tr><tr><td><strong>Number</strong></td><td>Purely numeric input</td><td>Phone number, pin code, quantity</td></tr><tr><td><strong>Options</strong></td><td>Customer must choose from a fixed list</td><td>T-shirt size (Small, Medium, Large, XL), car type (Sedan, SUV)</td></tr></tbody></table>

When you select Options, an extra field appears where you enter choices as comma-separated values — for example: Small, Medium, Large, XL, XXL.

Each parameter also has:

<figure><img src="/files/KHxya0tq7UYa58ziF5tl" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="182">Field</th><th>What It Does</th></tr></thead><tbody><tr><td><strong>Description</strong></td><td>Short explanation of what this input is</td></tr><tr><td><strong>Sample Value</strong></td><td>An example that helps the agent understand the expected format</td></tr><tr><td><strong>Required Parameter checkbox</strong></td><td>Check this if the agent must collect this input before triggering the tool</td></tr></tbody></table>

***

#### <mark style="color:$primary;">**Example :**</mark> <mark style="color:$primary;">**Sell Used Car — Complete Journey Walkthrough**</mark>

This example walks through both the tool creation and the full journey setup block by block, so you can see exactly how every piece connects.

Imagine you run a used car business. A customer messages "I want to sell my car." You want the agent to collect the car details and customer information, and then assign the conversation to a team member.

<figure><img src="/files/v60SDNfWj38tHR223Bzs" alt="" width="375"><figcaption></figcaption></figure>

\
**How to Create the Tool**

1. Click the **Add Tool** button.
2. In **Name**, type: Sell\_Used\_Car.
3. In **Description**, type: "Fires after capturing customers data on their decision on selling car."
4. In **Type**, select **Bot**.

**How to Add the Parameters**

5. Add the following seven parameters one by one:

<table><thead><tr><th width="148">Name</th><th width="149">Type</th><th width="290">Description</th><th>Required</th></tr></thead><tbody><tr><td>Brand</td><td>String</td><td>Car brand</td><td>Yes</td></tr><tr><td>Model</td><td>String</td><td>Car model</td><td>Yes</td></tr><tr><td>Year</td><td>Number</td><td>Car manufacturer year</td><td>Yes</td></tr><tr><td>Km</td><td>Number</td><td>Km's driven</td><td>Yes</td></tr><tr><td>Name</td><td>String</td><td>Customer name</td><td>Yes</td></tr><tr><td>Number</td><td>Number</td><td>Customer number to contact on</td><td>Yes</td></tr><tr><td>City</td><td>String</td><td>Customer residency city</td><td>Yes</td></tr></tbody></table>

6. Click **Create**.
7. Turn the **toggle on** (green) to activate.

Notice how the parameters are split into two groups — the first three (Brand, Model, Year, Km) capture car details, and the last three (Name, Number, City) capture customer details. This makes the conversation feel natural — the agent asks about the car first, then about the customer.

<figure><img src="/files/aNLPdjOtqMjDS8NJmUiE" alt=""><figcaption></figcaption></figure>

8. Click the **Journey button** on the tool's row. Bot Studio opens.

<figure><img src="/files/QxzryWu9e0bWH9ZC1NWC" alt=""><figcaption></figcaption></figure>

\
**Block 1 — Starting Point (already configured)**

This block defines when and where the journey activates.

<table><thead><tr><th width="175">Field</th><th>What It Means</th></tr></thead><tbody><tr><td><strong>Trigger Type</strong></td><td>"On customer intent" — activates when the agent detects that the customer wants to sell a car</td></tr><tr><td><strong>Intent Keyword</strong></td><td>The keyword linking this journey to the tool — in this case, Sell_Used_Car</td></tr><tr><td><strong>WABA Scope</strong></td><td>Which WhatsApp numbers this journey applies to. "Bot for All WABAs" applies it to all connected numbers. Or select specific numbers individually</td></tr></tbody></table>

**Block 2 — How to Add a Send Message Block**

9. Add a Send Message block after the starting point.
10. Check the "Continue on WABA" box.
11. In the Body field, type your message. For example: "Thank you for sharing your car details! Let me connect you with our team who will get back to you with a valuation shortly."

<table><thead><tr><th width="188">Field</th><th>What It Means</th></tr></thead><tbody><tr><td>Continue on WABA</td><td>Journey continues on the same WhatsApp number the customer messaged</td></tr><tr><td>Media Upload</td><td>Optionally attach an image, audio, video, or PDF</td></tr><tr><td>Body</td><td>The text message to send — up to 1024 characters</td></tr></tbody></table>

**Block 3 — How to Add an Assign Agent Block**

12. Add an Assign Agent block after the Send Message block.
13. In the Assignment Method dropdown, select how conversations should be distributed.
14. In the Agents list, check the team members who should receive conversations.
15. Optionally check "Re-assign if already assigned."

The Assignment Method has three options:

<table><thead><tr><th width="212">Option</th><th>What It Does</th></tr></thead><tbody><tr><td>Assign Randomly</td><td>Distributes conversations randomly among selected agents</td></tr><tr><td>Rotate Equally (Round Robin)</td><td>Cycles through agents in sequence — Agent A, then Agent B, then back to Agent A</td></tr><tr><td>Reassign to Last Human Agent</td><td>Assigns back to the human agent who previously handled this customer</td></tr></tbody></table>

#### <mark style="color:$primary;">**The Complete Flow — What the Customer Experiences**</mark>

1. Customer sends a WhatsApp message like "I want to sell my car."
2. AI Agent recognises the sell car intent.
3. Agent asks for the car brand, model, manufacturer year, and kilometres driven.
4. Agent then asks for the customer's name, contact number, and city.
5. Once all seven details are collected, the Bot Studio journey activates.
6. Journey sends the acknowledgement message.
7. Journey assigns the conversation to a team member.

The customer's experience is seamless — they share their car and contact details in a natural conversation, and your team receives everything they need to follow up with a valuation.

#### <mark style="color:$primary;">**Summary**</mark>

In this article, you learned what Bot Tools are, how to create them with and without parameters, how the three parameter types (String, Number, Options) work, and how to build Bot Studio journeys step by step. You saw three real examples — a simple Talk To Human tool, a multi-parameter car requirement tool, and a complete event booking walkthrough. In the next article, we will cover API Tools — how to connect your AI Agent to external systems to fetch or send data in real time.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.doubletick.io/ai-agent/how-to-create-a-new-ai-agent/tools-how-to-give-your-ai-agent-the-ability-to-take-action/bot-tools-how-to-trigger-bot-studio-journeys-from-your-ai-agent.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
