Tools and voice
Decide what a teammate is allowed to do — which tools it can reach for — and, on plans where it’s offered, give it a voice so it can answer phone calls. You stay in control of both.
This is a how-to page. For what a teammate is and how it fits your team, see Digital employees explained.
Turn on the tools a teammate may use
Section titled “Turn on the tools a teammate may use”Open the teammate's Agent Builder
From your roster, tap a teammate to open their profile, then open the Agent Builder to fine-tune how they work.
Go to the Tools tab
Pick the Tools tab. You’ll see capabilities laid out in plain groups — Execution, Research, Data, Interactive, and Media — with a small count at the top telling you how many are switched on.
Switch a capability on or off
Tick a tool to let your teammate use it; untick it to keep them from using it. For example, Research lets them search the web; Media lets them make images or video; Data lets them work with documents and tables.
Give a teammate a voice (if available)
Section titled “Give a teammate a voice (if available)”On plans where voice is offered, a teammate can answer phone calls. It lives on its own Voice tab in the Agent Builder.
Open the Voice tab
In the Agent Builder, pick the Voice tab. If your teammate is brand new, you’ll be asked to save them first — voice settings need a saved teammate.
Connect a phone line and turn answering on
Connect a phone line, flip Voice answering on, and tick the languages your teammate should speak — French, English, or Hindi. For each language you can write a short greeting (what the caller hears first).
Set guardrails and recording
Add guardrails — things your teammate must never say (for example, never quote prices). Choose Transcribe only (a written record, consent-friendly) or Record audio. Save when you’re done.
Tools vs Connecteurs
Section titled “Tools vs Connecteurs”The Tools tab controls AImetier’s built-in capabilities — search, documents, images, and the like. Linking your own accounts — your email, your calendar, your messaging — is a separate thing called Connectors (Connecteurs). Those appear on the Tools tab as extra grants once a teammate is saved, and you choose exactly which of each connected account’s actions a teammate may use. For setting up a teammate’s role, knowledge, and skills, use the Agent Builder.
A note on trust
Section titled “A note on trust”Switching a tool on doesn’t mean your teammate sends anything on its own. Ask before sending is ON; nothing goes out without your OK. And your teammates check each other’s work before calling it done, so quality stays built in.
What if it isn’t working?
Section titled “What if it isn’t working?”- No Voice tab, or it asks you to save first — save the teammate; voice settings need a saved teammate.
- A tool you turned off still seems to be used — some tools are switched off firmly, others are a strong instruction your teammate follows; if it matters, pair the tool change with a clear note in the teammate’s setup.
- Voice won’t connect — the phone line needs a provider key; ask a technical helper, or skip voice and use Chat and Tasks instead.
- You can’t find Connecteurs — those extra grants appear on the Tools tab only after the teammate is saved.
- A change didn’t stick — make sure you pressed Save before leaving the tab.
Still stuck? See Getting help.
Do I need to turn on tools for a teammate to work?
No. New teammates come with a sensible set of tools already on. You only step in to switch something off you don’t want, or on for a new need.
What does the small 'enforced' or 'guidance' label mean?
It’s a plain honesty note. “Enforced” means the tool is firmly removed when you switch it off. “Guidance” means it’s a strong instruction your teammate follows. Either way, switching a tool off tells your teammate not to use it.
Is voice available on my plan?
Voice is offered on some plans. If you don’t see a Voice tab, or connecting a line asks for details you don’t have, your teammate still works fully in Chat and Tasks.
Will my teammate make calls or send things by itself once it has a voice?
No. A voice lets it answer calls in the languages you chose, within the guardrails you set. Anything that leaves your account still waits for your OK — Ask before sending stays on.
What's the difference between Tools and Connecteurs?
Tools are AImetier’s built-in capabilities (search, documents, images). Connecteurs link your own accounts (like email or messaging). You manage both, and you choose what’s allowed.