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Agent Tools Reference Growth+This feature requires the Growth+ plan or higher

When you create a Dash Agent (or use the AI Assistant), it can perform actions through tools. Each tool does one specific thing — look up a booking, send an email, check inventory, and so on. You choose which tools an agent is allowed to use, so it only does what you want.

This page lists every available tool, grouped by category, with a plain-English explanation of what each one does.

tip

You do not need to memorise this list. When building an agent, click Select for me and the AI will suggest the right tools based on your instructions. You can also use the search box to quickly find a tool.


Bookings

Tools for viewing, creating, and managing bookings.

ToolWhat it does
list_bookingsLooks up bookings with filters like date range, status, or customer.
get_bookingGets the full details of a single booking by ID or reference number.
create_bookingCreates a new booking. Shows a preview first, then creates it after confirmation.
update_bookingUpdates an existing booking (dates, products, notes, etc.).
cancel_bookingCancels a booking. Shows the cancellation policy and refund preview first.
get_late_pickupsFinds bookings where the customer has not picked up their items past the start date.
get_late_returnsFinds bookings where items have not been returned past the end date.
add_booking_noteAdds an internal note to a booking (visible to your team only).
get_booking_notesGets all internal notes on a booking.
list_tagsLists all booking tags your business uses.
add_booking_tagAdds a tag to a booking. Creates the tag automatically if it does not exist yet.
remove_booking_tagRemoves a tag from a booking.

Customers

Tools for looking up and managing customer records.

ToolWhat it does
list_customersLists customers with optional search and date filters.
get_customerGets detailed customer info including their booking history.
search_customersSearches for a customer by name, email, or phone number.
create_customerCreates a new customer record.
update_customerUpdates a customer's details (name, email, phone, etc.).
add_customer_noteAdds an internal note to a customer's profile.
get_customer_notesGets all internal notes on a customer profile.

Emails & Communications

Tools for sending emails and notifications to customers.

ToolWhat it does
send_booking_emailSends a booking-related email — confirmation, reminder, or overdue notification.
send_customer_emailSends a custom email to a customer with any subject and message you like. The email is branded with your business template.
send_form_to_customerSends a waiver or form link to a customer for their booking.
send_payment_linkSends a payment link so the customer can pay online.
send_payment_receiptSends a receipt email for a specific payment.
notify_waitlist_entrySends an availability notification to a customer on the waitlist.
info

Email tools are marked as high-risk by default, which means agents will pause and ask for your approval before sending. You can change this to auto-approve if you are confident in the agent's instructions. Learn more about approval modes.


Products & Inventory

Tools for managing your rental products and tracking inventory.

ToolWhat it does
list_productsLists your rental products with optional filters.
get_productGets full details for a specific product.
create_productCreates a new rental product with pricing.
update_productUpdates an existing product's details.
get_inventoryChecks the inventory status for a product — how many are available, rented, or in the workshop.
get_inventory_statusShows the status of each individual inventory item (available, rented, in workshop).
get_low_inventory_productsFinds products where current availability is below a threshold.
get_inventory_reportGenerates an inventory utilisation report with performance and availability data.

Experiences & Tours

Tools for managing experiences, tours, and activities.

ToolWhat it does
list_experiencesLists your experiences with pricing, duration, and capacity info.
get_experienceGets full details for a specific experience.
create_experienceCreates a new experience with pricing (per group or per participant).
get_experience_scheduleShows upcoming sessions with capacity and availability.
list_experience_rate_categoriesLists rate categories (e.g., Adult, Child, Senior) used for participant pricing.

Availability & Pricing

Tools for checking availability and calculating prices.

ToolWhat it does
check_product_availabilityChecks if a product is available for specific dates and quantity, and estimates the price.
check_experience_availabilityShows available time slots for an experience on a given date.
check_bundle_availabilityChecks if a product bundle is available for specific dates.
calculate_rental_priceCalculates the exact rental price for products over a date range using your pricing rules.

Payments & Billing

Tools for managing payments, refunds, and charges.

ToolWhat it does
get_payment_transactionsLists all payments, refunds, and deposit transactions for a booking.
record_paymentRecords a manual payment (cash, bank transfer, etc.) on a booking.
process_refundProcesses a Stripe refund for a booking.
release_security_depositReleases a security deposit hold or refunds a deposit charge.
add_custom_chargeAdds an extra charge to a booking (e.g., damage fee, late return fee).
apply_voucherApplies a gift voucher as payment on a booking.
get_amount_dueGets the remaining balance owed on a booking.
get_stripe_statusChecks whether your Stripe account is connected and active.

Staff & Scheduling

Tools for managing your team and their shifts.

ToolWhat it does
list_staffLists all staff members.
get_staffGets details for a specific staff member.
create_staffCreates a new staff member.
update_staffUpdates a staff member's details.
get_staff_scheduleGets staff shifts for a given date.
create_staff_shiftCreates a new shift for a staff member.
update_staff_shiftUpdates an existing shift.
delete_staff_shiftDeletes a staff shift.

Waivers, Forms & Surveys

Tools for managing waivers, forms, and customer satisfaction surveys.

ToolWhat it does
list_formsLists all your waiver and form templates.
get_formGets the details and fields of a waiver or form template.
get_form_responsesLists responses submitted for a waiver or form.
get_booking_form_statusChecks which waivers/forms are complete or still pending for a booking.
list_surveysLists your customer satisfaction surveys.
get_survey_analyticsGets NPS score, response rate, and other analytics for a survey.
get_nps_trendShows how your NPS score has changed over recent months.

Promotions & Vouchers

Tools for managing promo codes and gift vouchers.

ToolWhat it does
list_promo_codesLists promo codes with optional search.
get_promo_codeGets promo code details and usage stats.
validate_promo_codeChecks if a promo code is currently valid.
create_promo_codeCreates a new promo code.
apply_promo_codeApplies a promo code to a booking.
list_vouchersLists gift vouchers with optional search.
get_voucherGets voucher details and remaining balance.
validate_voucherChecks if a voucher is valid and has remaining balance.
create_voucherCreates a new gift voucher.

Bundles

Tools for managing product bundles and packages.

ToolWhat it does
list_bundlesLists your product bundles/packages.
get_bundleGets bundle details including included items and pricing.

Categories

Tools for organising products and experiences into categories.

ToolWhat it does
list_product_categoriesLists all rental product categories.
create_product_categoryCreates a new rental product category.
update_product_categoryRenames an existing rental product category.
list_experience_categoriesLists all experience categories.
create_experience_categoryCreates a new experience category.
update_experience_categoryRenames an existing experience category.
list_store_categoriesLists all store product categories.
create_store_categoryCreates a new store product category.
update_store_categoryRenames an existing store product category.

Store Products

Tools for managing retail/merchandise items in your store.

ToolWhat it does
list_store_productsLists store products (physical items for sale, not rentals).
get_store_productGets details of a store product including variations and stock.
create_store_productCreates a new store product.
update_store_productUpdates an existing store product.
adjust_store_inventoryAdjusts stock quantity for a store product.
get_low_stock_store_productsFinds store products with low or zero stock.
get_top_store_productsShows best-selling store products by revenue or quantity.
get_store_statsGets store sales stats — revenue, items sold, and average order value.

Workshop

Tools for tracking items in your maintenance workshop.

ToolWhat it does
get_workshop_itemsLists items currently in the workshop for repair or maintenance.
get_workshop_detailGets full details of a specific workshop item.
lookup_barcodeLooks up what a barcode belongs to (product or inventory item).

Reports & Analytics

Tools for generating business reports and insights.

ToolWhat it does
get_revenue_summaryGets a revenue snapshot for a date range — sales, bookings, and rental vs experience breakdown.
get_booking_statsGets booking statistics for a date range.
get_booking_trendsAnalyses booking patterns — peak hours, busiest days, and daily trends.
get_top_productsShows your top-performing rental products by bookings or revenue.
get_top_customersShows your top customers by bookings and revenue.
get_top_experiencesShows your top-performing experiences by bookings or revenue.
list_campaignsLists your email marketing campaigns.
get_campaign_statsGets performance stats for an email campaign.

Pricing Seasons

Tools for managing seasonal pricing rules.

ToolWhat it does
list_seasonsLists your pricing seasons (date ranges, time ranges, or day-of-week rules).
create_seasonCreates a new pricing season for dynamic pricing.

Waitlist

Tools for managing customer waitlists.

ToolWhat it does
view_waitlistViews waitlist entries, filtered by type or status.
add_to_waitlistAdds a customer to the waitlist for an experience or rental product.
get_waitlist_statsGets waitlist stats — total waiting, notified today, and conversion rate.

Support

Tools for managing support tickets.

ToolWhat it does
list_support_ticketsLists your support tickets.
get_support_ticketGets details of a specific support ticket.
create_support_ticketCreates a new support ticket.

Agents

Tools for managing other Dash Agents.

ToolWhat it does
list_agentsLists all your Dash Agents with their status and trigger type.
get_agentGets details of a specific agent including its configuration and recent runs.
run_agentTriggers a manual run of another agent.
get_agent_runsGets the run history for an agent.
toggle_agentEnables or disables an agent.

Business Info

Tools for looking up your business settings.

ToolWhat it does
get_business_hoursGets your business operating hours.
get_locationsGets your business locations.
get_ai_credit_balanceGets your current AI credit balance.
get_ai_credit_usageGets AI credit usage for the current month with a breakdown by feature.

Help Centre

Tools for searching and retrieving help documentation.

ToolWhat it does
search_help_centreSearches help articles for guides and how-to information.
get_help_articleGets the full content of a specific help article.