> ## Documentation Index
> Fetch the complete documentation index at: https://docs.compensable.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Tools

> The actions an agent can take mid-call, and how to turn them on for an agent.

Tools are the actions an agent can take while a call is live, beyond just talking: transferring the call, sending a document for signature, or checking a fact against an outside source. Turn tools on or off per agent from that agent's **Tools** tab; a change there applies to the live agent immediately.

## Transfer to a human

The agent can hand a call off to a person: for a caller in distress, a case too complex for the flow, or any moment that calls for a human. The agent confirms with the caller before transferring.

Configure where transfers go from the agent's **Handoff** tab:

* Add one or more **handoff desks**, each with a destination phone number, a timezone, and weekly hours.
* Desks are dialed in order, and only a desk that's currently open is dialed.
* If no desk is open when a transfer is needed, the caller gets a callback instead of being left on hold or dropped.

Changes to handoff routing apply to the live agent as soon as you select **Apply routing to live agent**.

## Send a retainer for signature

Once a caller is qualified and has agreed to move forward, the agent can prepare and send your firm's retainer for e-signature, using the name, email, and phone number already captured on the call. A companion check can confirm whether the retainer came back signed, including polling for a caller who says they just signed it.

## Address and provider lookups

A few tools check a caller-provided detail against an outside source before the agent relies on it:

* **Validate address**: checks and standardizes a US mailing address, flagging one that isn't deliverable.
* **Verify provider**: looks up a named therapist or clinic the caller mentions against the public NPI registry.
* **Look up facility**: confirms a facility name the caller gives, for blueprints where a facility is part of the case, against a canonical directory, capturing its confirmed name and address.

## Other built-in actions

Depending on the blueprint, an agent may also have tools for scheduling a callback, booking an attorney consultation, sending a text or email to the caller, capturing a contact or intake field as the caller gives it, playing touch-tones to navigate an automated system, or ending the call.

## Custom tools

If your firm needs an action that isn't built in, such as a call to your own system or another vendor's API, create a **webhook tool** at **Tools** in the Command Center. Give it a name, the endpoint to call, its method and authentication, and the fields it needs. Once created, it shows up alongside the built-in tools on any agent's **Tools** tab, ready to turn on the same way.

<Note>
  Tools are also attached at the gate level inside a blueprint, where you set whether the agent waits for the tool's result before continuing (blocking) or moves on right away (background), and what happens if the tool fails: retry, proceed anyway, flag for review, or disqualify the caller.
</Note>