Tool calls

A tool call is a single action Conversion AI runs to carry out a request, like looking up a contact, listing audiences, creating a form, or running a script in its sandbox. A single message often produces several tool calls in sequence. Each tool call appears as a card in the chat as it runs, labeled with what it’s doing. You can expand a card to see what Conversion AI sent and what came back.

Tools marked with a ✓ Requires approval badge show an Allow / Deny prompt before they run. The Edit … tools work differently: they propose changes that are reviewed and applied at the end of the turn, per asset. See Approvals and Creating and editing for how each flow works.

Conversation

Tool	Description
Thinking	A short status line that Conversion AI posts before a complex step, so you know what’s about to happen.

Search

Tool	Description
Search	Search across contacts, companies, opportunities, emails, templates, workflows, forms, audiences, campaigns, folders, and files by name, keyword, or meaning.

Editing existing assets

Edits to an existing email, form, audience, or campaign are proposals. They don’t apply as Conversion AI works — they’re collected and, at the end of the turn, reviewed and applied per asset. See Creating and editing.

Tool	Description
Edit email	Propose changes to an existing email (blast, workflow email, or template).
Edit form	Propose changes to an existing form’s name or design.
Edit audience	Propose changes to an audience’s name, type, filter, or membership.
Edit campaign	Propose changes to a campaign’s name, description, members, statuses, or token values.

Contacts

Tool	Description
List contacts	List or search contacts using a structured filter.
Get contact	Get a single contact.
Count contacts	Count the contacts that match a filter.
Get contact events	Get the event history for a contact (page views, form submissions, email events).
Get contact automation runs	Get the workflows a contact has entered, with status and progress.
List contact opportunities	List opportunities tied to a contact.
List contact fields	List the custom field definitions on contacts.
Get distinct field values	Return the distinct values seen for a given contact field.
Create contact ✓	Create a new contact.
Create contact field ✓	Create a new custom field on contacts or companies.
Upload CSV for contact import	Upload a CSV of contacts for bulk import.
Process CSV contact import ✓	Process the uploaded CSV, creating contacts and optionally adding them to an audience or campaign.

Companies

Tool	Description
List company opportunities	List opportunities tied to a company.

Opportunities

Opportunities are read-only in chat. They sync in from your CRM and can’t be modified from Conversion.

Tool	Description
List opportunities	List or search opportunities.
Get opportunity	Get a single opportunity.
Count opportunities	Count opportunities matching a filter.
List opportunity contacts	List the contacts tied to a specific opportunity.

Audiences

To change an existing audience — its filter, type, membership, or name — Conversion AI proposes an edit reviewed at the end of the turn.

Tool	Description
List audiences	List or search audiences.
Create audience ✓	Create a new static or dynamic audience.

Emails

To create email content, Conversion AI uses Create email. To change an existing email — including renaming it — it proposes an edit reviewed at the end of the turn.

Tool	Description
Create email	Create a new email (blast, workflow email, or template). Blasts and workflow emails land in draft; nothing is sent.
Get email	Get an email, including subject, body, sender, and validation status.
Get email metrics	Get send, open, click, and bounce metrics for an email.
List blast emails	List blast emails.
List workflow emails	List emails sent by workflows.
List email templates	List email templates.
List email recipients	List recipients for an email send, including delivery status.

Forms

To create a form, Conversion AI uses Create form. To change an existing form — including renaming it — it proposes an edit reviewed at the end of the turn.

Tool	Description
Create form	Create a new form in draft (unpublished).
Get form	Get a form.
List forms	List forms in the workspace.
List form submissions	List submissions for a specific form.

Workflows

Workflows are create-only. Existing workflows cannot be edited through chat; to change one, Conversion AI creates a new workflow. Renaming a workflow is a direct, approval-gated action (workflows have no edit flow).

Tool	Description
Create workflow	Create a new workflow, inactive. You activate it yourself.
Get workflow	Get a workflow, including its trigger and steps.
List workflows	List workflows in the workspace.
List workflow runs	List runs for a workflow.
Get workflow run	Get a single run, including which steps a contact reached.
Get workflow metrics	Get aggregate metrics for a workflow.
Rename workflow ✓	Rename an existing workflow.

Campaigns

Changing a campaign’s name, description, members, member statuses, or token values is done through an edit reviewed at the end of the turn. Campaign types, statuses, and tokens are managed with the approval-gated tools below.

Tool	Description
List campaigns	List campaigns.
List campaign items	List the assets that belong to a campaign.
List campaign members	List the members of a campaign.
List campaign tokens	List the campaign tokens defined for the workspace.
List campaign types	List the available campaign types.
List campaign type statuses	List the member statuses for a campaign type.
Create campaign ✓	Create a new campaign.
Create campaign type ✓	Create a new campaign type.
Add campaign type status ✓	Add a member status to a campaign type.
Update campaign type ✓	Update an existing campaign type.
Create campaign token ✓	Create a new reusable campaign token.
Update campaign token ✓	Update a campaign token’s metadata.
Duplicate campaign ✓	Duplicate a campaign.

Folders

Tool	Description
List top-level folders	List top-level folders and campaigns in the workspace.
List container items	List the items inside a folder or campaign.
Create folder ✓	Create a sub-folder inside a campaign or another folder.
Move assets ✓	Move assets into a folder or campaign.
Move assets to root ✓	Move assets out of their folder and back to the root.
Rename folder ✓	Rename a folder.

Workspace

Tool	Description
Get email settings	Read the workspace’s email send caps and settings.
Get business logo	Get the workspace’s logo.

Syncing

Tool	Description
List sync batches	List recent sync batches with your CRM or data warehouse.
List sync logs	List sync log entries.

Files and sandbox

Tools for working with attached files, running code, and sharing results back in the chat. See Files and sandbox for what the sandbox can do.

Tool	Description
Run command	Run a shell command in the sandbox.
Read file	Read a file from the sandbox filesystem.
Write file	Write a file to the sandbox filesystem.
Share files	Surface a generated file in the chat so you can view or download it.
Upload image to media library	Upload an image from the sandbox into the workspace’s media library so it can be used in emails and forms.

Docs

Tool	Description
Search Conversion docs	Search this product documentation site to look up product behavior (for example, supported Liquid syntax) before building something.

Agents

MCP

Conversation

Search

Editing existing assets

Contacts

Companies

Opportunities

Audiences

Emails

Forms

Workflows

Campaigns

Folders

Workspace

Syncing

Files and sandbox

Docs

​Conversation

​Search

​Editing existing assets

​Contacts

​Companies

​Opportunities

​Audiences

​Emails

​Forms

​Workflows

​Campaigns

​Folders

​Workspace

​Syncing

​Files and sandbox

​Docs

Conversation

Search

Editing existing assets

Contacts

Companies

Opportunities

Audiences

Emails

Forms

Workflows

Campaigns

Folders

Workspace

Syncing

Files and sandbox

Docs