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How to Set Up Wilma Tools

How to Set Up Wilma Tools

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This documentation describes how to set up and use Wilma Tools.

Created: March 2026

Updated: August 2026

Permalink: https://wildix.atlassian.net/wiki/x/AwCsdQ

Introduction

Wilma Tools includes a set of tools for AI Agents (AI Voice and Chat Agent, Wilma) which can extend their functionality.

Access Wilma Tools

  1. Go to PBX → Integrations → Cloud Integrations

  2. Navigate to AI section → Capabilites and click Wilma Tools:

wilma-tools.png

Add Tools

Webhook

Note: Webhook option is a direct replacement of Third Party Function feature in AI Agents.

Webhook tool allow to make HTTP requests to external APIs. When adding a Webhook, you need to define variables to pass dynamic data and configure the request URL, method, authentication, and body.

  1. On the Wilma Tools page, click Add webhook

add-webhook-button.png

  1. Fill out the following fields:

  • Name: enter webhook name

  • Category: enter name for the tool category or select an existing one

  • Description: enter tool description, which reflects the purpose this tool should be used for and in what cases. The more explicit the description is, the better AI Agent understands how to use it.

  • Variables: add the necessary variables used in this webhook

Note: Variables allow to add dynamic data to the webhook. Add any variables that should be used in the webhook in the Variables section and then reference them in the relevant sections of the tool using the format {{variable_name}}.

There are the following types of variables:

  • String: plain text

  • Number: numeric values

  • Boolean: true/false

  • String Array: list of text items

  • Number Array: list of numbers

types-of-variables.png

  • URL: enter URL or use variable. You have the following options: GET/ POST/ PUT/ DELETE/ PATCH:

url-options.png

  • Header: add headers if required

  • Body: enter text that will be used as webhook body. When you click on the TEXT button, you can choose among such formats as Text, JSON, XML:

choose-body-format.png

  • Authorization: choose authorization type if required

  • Timeout: select timeout for the webhook. The maximum timeout value is 2 minutes.

add-new-webhook.png

Note: When filling out Body field, you may receive warning notification informing about formatting errors. Click Fix automatically to apply the recommended fixes and ensure the webhook operates properly.

fix-automatically.png

  1. Once all the necessary fields are filled out, click Save.

MCP Server

The option allows to connect to an MCP (Model Context Protocol) server and select which tools to enable. MCP servers are programs that expose specific capabilities to AI applications through standardized protocol interfaces. You can integrate various tools and expose them to AI and AI can use them in some operations through API.

  1. On the Wilma Tools page, click Add MCP:

add-mcp-button.png

  1. Fill out the following fields:

  • Name: enter MCP server name

  • Category: enter name of the new category or select an existing one

  • Description: enter description, e.g. describe what the MCP server provides and when it has to be used. The more explicit the description is, the better AI Agent understands how to use it.

  • Server URL: provide URL of the MCP server

  • Authorization: choose authorization type if required. The following options are available:

    • None: no authorization required

    • Bearer: fill out the bearer token in the Token field

    • Custom Headers: provide header name and value

add-new-mcp-server.png

  1. Once completed, click Next

Note: Tools imported from MCP Server can be located in MCP Server if you click on it after it it saved. Tools imported from MCP Server cannot be changed.

Function

Function section includes the following options:

  • Send Message: sends a chat message to a user or a conversation

  • Send SMS: sends a text message to a phone number

  • Send Email: composes and sends an email

  • Web Search: searches the web using AI-powered search API

wilma-tools-functions.png

See setup insctuctions for each function type covered below:

Send Message

  1. On Wilma Tools page, click Add function → Send Message

send-message-tool.png

  1. On Add new message tool page that opens, fill out the following fields:

  • Name: enter the tool name

  • Category: enter name of the new category or select an existing one

  • Description: enter function description, which reflects the purpose this function should be used for and in what cases. The more explicit the description is, the better AI Agent understands how to use it.

  • Variables: add variables if required

  • Recipient Type: choose type of recipient, User or Channel:

recipient-type.png

  • User Email/ Channel ID: depending on the recipient type chosen, enter user email or channel ID

  • Message: provide message that should be sent

  • Agent Name: enter name for the bot that will send messages to a user or chat

Note: The bot that you fill out in the Agent Name field is automatically created when sending the first message using the Send Message tool.

Once done, click Save:

send-sms-tool-save.png

Send SMS

Note: The Send SMS function requires CLASSOUND Core or CLASSOUND Pro. CLASSOUND Core supports one-way outbound SMS and includes 100 outbound SMS messages. CLASSOUND Pro includes 200 SMS messages and supports two-way SMS communication. For more details, see the CLASSOUND Core and Pro Guide.

  1. On Wilma Tools page, click Add function → Send SMS

send-sms-function.png

  1. On Add new SMS tool page that opens, fill out the following fields:

  • Name: enter the tool name

  • Category: enter name of the new category or select an existing one

  • Description: enter tool description, which reflects the purpose this tool should be used for and in what cases. The more explicit the description is, the better AI Agent understands how to use it.

  • Variables: add variables if required

add-new-sms-tool.png

  • From: select the CLASSOUND number from which SMS messages should be sent

  • To: enter phone number or use a variable

  • Message: enter message

Once done, click Save:

sms-tool-from-to-message.jpg

Web Search

  1. On Wilma Tools page, click Add function → Web Search

web-search-function.png

  1. On Add new web search page, fill out the following fields:

  • Name: enter tool name

  • Category: choose category or add a new one

  • Description: enter tool description, which reflects the purpose this tool should be used for and in what cases. The more explicit the description is, the better AI Agent understands how to use it.

  • Variables: by default, query variable is added. Web search tool requires a query variable to perform the search, so the variable should not be removed.

save-web-search.png

You can also include or exclude specific domains. To do this, click the Refine web search by domain button to expand the section:

refine-web-search-by-domain.png

 

Enter the necessary domain(s) in the fields:

  • Include only these domains: enter the domain(s) for pages on these hosts only to appear in the search results

  • Exclude these domains: enter the domain(s) and pages on those hosts will be omitted:

include-only-these-domains.png

Once done, click Save:

web-search-settings-save.png

Send Email

  1. On Wilma Tools page, click Add function → Send Email

send-email-function.png

  1. On Add new Email tool page that opens, fill out the following fields:

  • Name: enter the tool name

  • Category: enter name of the new category or select an existing one

  • Description: enter tool description, which reflects the purpose this tool should be used for and in what cases. The more explicit the description is, the better AI Agent understands how to use it.

  • Variables: add variables if required

add-new-email-tool.png

  • Provider: choose the option Wildix (Wildix email notification service) or SMTP (your custom SMTP service)

Note: In case you choose Wildix as a Provider, you do not need to set up anything. In case of selecting SMTP option, you need to fill out such details as:

  • SMTP Host

  • Port

  • Username

  • Password

  • Choose TLS/SSL should be used (enabled by default)

  • From Address

smtp-server-details.jpg

Optionally, you can also fill out the CC, BCC, Reply-to, and HTMP fields.

  • To: enter recipient email or use variable so that email is added dinamically

  • Subject: enter email subject or use variable

  • Body: provide email text or use the relevant variable

email-tool-save.png

Once completed, click Save.

Calendar

  1. On Wilma Tools page, click Add function → Calendar

calendar-tool.png

Important: For Calendar function to be available, Calendar integration (Google Calendar or Microsoft 365) should be enabled in WMS -> PBX -> Integrations -> Cloud integrations. Otherwise, Calendar function is inactive:

calendar-function-inactive.png

  1. Choose the necessary calendar function:

    1. Get slots: checks available meeting slots for an employee within a date range.

    2. Create event: creates a new calendar event for an employee

    3. Reschedule event: moves an existing calendar event to a new time or updates its details.

    4. Cancel event: cancels an existing calendar event.

    5. List resource events: finds events in a calendar that were scheduled under a specific resource identifier*.

calendar-functions.png

 

*Note: Resource identifier is a unique ID used to identify which AI agent (voicebot or chatbot) created a calendar event, allowing you to track and distinguish the source of scheduled meetings.

The resource identifier is configured in the AI Agent's settings:

  1. Go to the Capabilities section of the AI agent

  2. Add or select the Calendar tool

  3. In the configuration modal that appears on the right, locate the resource variable and set its value using the Predefined (to hardcode a name) or Guided option.

calendar-function-resource.png

  1. Fill out the fields:

    1. Enter calendar function name

    2. Choose category

    3. Provide description

calendar-tool-get-slots.png

Note: Operation and Variables section cannot be edited here. Operation field shows the name of the calendar function, e.g. Get slots, Create event.

Variables section includes a set of variables needed for the function to operate. Variables can be edited when adding the Calendar function to AI Agents. See the documentation for details AI Voice and Chat Agents Documentation.

  1. Click Save

You can add multiple calendar functions, depending on the operations performed by your AI Agent.

Add tools to AI Agents

For instructions on how to add Wilma Tools to AI Agents, check out the relevant guides: AI Voice and Chat Agents Documentation.

Manage Tools

The tools you’ve created are displayed on the Wilma Tools page, split under Categories you selected for each specific tool. Each tool is displayed with its name and description.

list-of-tool-split-under-categories.png

To open any tool, just click on it:

click-on-tool-to-open-it.png

When you open a tool, you have the following options:

manage-tool.png

Edit

The option allows to edit the tool settings. Apply the necessary changes and click Save:

edit-sms-tool.jpg

Export

The option allows to export the tool settings. When you click Export, the following window opens. Click Copy to copy the tool settings and close the window.

export-tool.jpg

Note: To import a tool, proceed to Wilma Tools page and click Import:

import-tools.png

Paste the tool settings you have copied, change the name of the tool (in the “name” field) and click Import:

import-tool.jpg

The imported tool gets added on the Wilma Tools page.

Test

The option allows to test the tool. Depending on the tool type, there could be different fields that you need to fill out when running the test. For example, in case of Web Search tool you need to enter the query and click Test:

web-search-test.png

The result gets displayed on the right and includes such details as request duration, tool name, tool type, status, input, and test result:

test-result.png

 

Delete

If you need to delete a tool, click Delete on Wilma Tools page, type delete in the window that pops up and click Delete:

delete-tool.png

 

View Traces

Traces table includes such information as service which used the tool (e.g. Chatbot), user, duration, date, and status (complete or error).

traces-list.jpg

Clicking on the Trace, you can view its details opening on the right. In the Details section, you can view duration, tool name, tool type, status, input, method used, URL, headers, and result:

traces-details.jpg