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.
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.
| Tool | What it does |
|---|---|
| list_bookings | Looks up bookings with filters like date range, status, or customer. |
| get_booking | Gets the full details of a single booking by ID or reference number. |
| create_booking | Creates a new booking. Shows a preview first, then creates it after confirmation. |
| update_booking | Updates an existing booking (dates, products, notes, etc.). |
| cancel_booking | Cancels a booking. Shows the cancellation policy and refund preview first. |
| get_late_pickups | Finds bookings where the customer has not picked up their items past the start date. |
| get_late_returns | Finds bookings where items have not been returned past the end date. |
| add_booking_note | Adds an internal note to a booking (visible to your team only). |
| get_booking_notes | Gets all internal notes on a booking. |
| list_tags | Lists all booking tags your business uses. |
| add_booking_tag | Adds a tag to a booking. Creates the tag automatically if it does not exist yet. |
| remove_booking_tag | Removes a tag from a booking. |
Customers
Tools for looking up and managing customer records.
| Tool | What it does |
|---|---|
| list_customers | Lists customers with optional search and date filters. |
| get_customer | Gets detailed customer info including their booking history. |
| search_customers | Searches for a customer by name, email, or phone number. |
| create_customer | Creates a new customer record. |
| update_customer | Updates a customer's details (name, email, phone, etc.). |
| add_customer_note | Adds an internal note to a customer's profile. |
| get_customer_notes | Gets all internal notes on a customer profile. |
Emails & Communications
Tools for sending emails and notifications to customers.
| Tool | What it does |
|---|---|
| send_booking_email | Sends a booking-related email — confirmation, reminder, or overdue notification. |
| send_customer_email | Sends a custom email to a customer with any subject and message you like. The email is branded with your business template. |
| send_form_to_customer | Sends a waiver or form link to a customer for their booking. |
| send_payment_link | Sends a payment link so the customer can pay online. |
| send_payment_receipt | Sends a receipt email for a specific payment. |
| notify_waitlist_entry | Sends an availability notification to a customer on the waitlist. |
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.
| Tool | What it does |
|---|---|
| list_products | Lists your rental products with optional filters. |
| get_product | Gets full details for a specific product. |
| create_product | Creates a new rental product with pricing. |
| update_product | Updates an existing product's details. |
| get_inventory | Checks the inventory status for a product — how many are available, rented, or in the workshop. |
| get_inventory_status | Shows the status of each individual inventory item (available, rented, in workshop). |
| get_low_inventory_products | Finds products where current availability is below a threshold. |
| get_inventory_report | Generates an inventory utilisation report with performance and availability data. |
Experiences & Tours
Tools for managing experiences, tours, and activities.
| Tool | What it does |
|---|---|
| list_experiences | Lists your experiences with pricing, duration, and capacity info. |
| get_experience | Gets full details for a specific experience. |
| create_experience | Creates a new experience with pricing (per group or per participant). |
| get_experience_schedule | Shows upcoming sessions with capacity and availability. |
| list_experience_rate_categories | Lists rate categories (e.g., Adult, Child, Senior) used for participant pricing. |
Availability & Pricing
Tools for checking availability and calculating prices.
| Tool | What it does |
|---|---|
| check_product_availability | Checks if a product is available for specific dates and quantity, and estimates the price. |
| check_experience_availability | Shows available time slots for an experience on a given date. |
| check_bundle_availability | Checks if a product bundle is available for specific dates. |
| calculate_rental_price | Calculates the exact rental price for products over a date range using your pricing rules. |
Payments & Billing
Tools for managing payments, refunds, and charges.
| Tool | What it does |
|---|---|
| get_payment_transactions | Lists all payments, refunds, and deposit transactions for a booking. |
| record_payment | Records a manual payment (cash, bank transfer, etc.) on a booking. |
| process_refund | Processes a Stripe refund for a booking. |
| release_security_deposit | Releases a security deposit hold or refunds a deposit charge. |
| add_custom_charge | Adds an extra charge to a booking (e.g., damage fee, late return fee). |
| apply_voucher | Applies a gift voucher as payment on a booking. |
| get_amount_due | Gets the remaining balance owed on a booking. |
| get_stripe_status | Checks whether your Stripe account is connected and active. |
Staff & Scheduling
Tools for managing your team and their shifts.
| Tool | What it does |
|---|---|
| list_staff | Lists all staff members. |
| get_staff | Gets details for a specific staff member. |
| create_staff | Creates a new staff member. |
| update_staff | Updates a staff member's details. |
| get_staff_schedule | Gets staff shifts for a given date. |
| create_staff_shift | Creates a new shift for a staff member. |
| update_staff_shift | Updates an existing shift. |
| delete_staff_shift | Deletes a staff shift. |
Waivers, Forms & Surveys
Tools for managing waivers, forms, and customer satisfaction surveys.
| Tool | What it does |
|---|---|
| list_forms | Lists all your waiver and form templates. |
| get_form | Gets the details and fields of a waiver or form template. |
| get_form_responses | Lists responses submitted for a waiver or form. |
| get_booking_form_status | Checks which waivers/forms are complete or still pending for a booking. |
| list_surveys | Lists your customer satisfaction surveys. |
| get_survey_analytics | Gets NPS score, response rate, and other analytics for a survey. |
| get_nps_trend | Shows how your NPS score has changed over recent months. |
Promotions & Vouchers
Tools for managing promo codes and gift vouchers.
| Tool | What it does |
|---|---|
| list_promo_codes | Lists promo codes with optional search. |
| get_promo_code | Gets promo code details and usage stats. |
| validate_promo_code | Checks if a promo code is currently valid. |
| create_promo_code | Creates a new promo code. |
| apply_promo_code | Applies a promo code to a booking. |
| list_vouchers | Lists gift vouchers with optional search. |
| get_voucher | Gets voucher details and remaining balance. |
| validate_voucher | Checks if a voucher is valid and has remaining balance. |
| create_voucher | Creates a new gift voucher. |
Bundles
Tools for managing product bundles and packages.
| Tool | What it does |
|---|---|
| list_bundles | Lists your product bundles/packages. |
| get_bundle | Gets bundle details including included items and pricing. |
Categories
Tools for organising products and experiences into categories.
| Tool | What it does |
|---|---|
| list_product_categories | Lists all rental product categories. |
| create_product_category | Creates a new rental product category. |
| update_product_category | Renames an existing rental product category. |
| list_experience_categories | Lists all experience categories. |
| create_experience_category | Creates a new experience category. |
| update_experience_category | Renames an existing experience category. |
| list_store_categories | Lists all store product categories. |
| create_store_category | Creates a new store product category. |
| update_store_category | Renames an existing store product category. |
Store Products
Tools for managing retail/merchandise items in your store.
| Tool | What it does |
|---|---|
| list_store_products | Lists store products (physical items for sale, not rentals). |
| get_store_product | Gets details of a store product including variations and stock. |
| create_store_product | Creates a new store product. |
| update_store_product | Updates an existing store product. |
| adjust_store_inventory | Adjusts stock quantity for a store product. |
| get_low_stock_store_products | Finds store products with low or zero stock. |
| get_top_store_products | Shows best-selling store products by revenue or quantity. |
| get_store_stats | Gets store sales stats — revenue, items sold, and average order value. |
Workshop
Tools for tracking items in your maintenance workshop.
| Tool | What it does |
|---|---|
| get_workshop_items | Lists items currently in the workshop for repair or maintenance. |
| get_workshop_detail | Gets full details of a specific workshop item. |
| lookup_barcode | Looks up what a barcode belongs to (product or inventory item). |
Reports & Analytics
Tools for generating business reports and insights.
| Tool | What it does |
|---|---|
| get_revenue_summary | Gets a revenue snapshot for a date range — sales, bookings, and rental vs experience breakdown. |
| get_booking_stats | Gets booking statistics for a date range. |
| get_booking_trends | Analyses booking patterns — peak hours, busiest days, and daily trends. |
| get_top_products | Shows your top-performing rental products by bookings or revenue. |
| get_top_customers | Shows your top customers by bookings and revenue. |
| get_top_experiences | Shows your top-performing experiences by bookings or revenue. |
| list_campaigns | Lists your email marketing campaigns. |
| get_campaign_stats | Gets performance stats for an email campaign. |
Pricing Seasons
Tools for managing seasonal pricing rules.
| Tool | What it does |
|---|---|
| list_seasons | Lists your pricing seasons (date ranges, time ranges, or day-of-week rules). |
| create_season | Creates a new pricing season for dynamic pricing. |
Waitlist
Tools for managing customer waitlists.
| Tool | What it does |
|---|---|
| view_waitlist | Views waitlist entries, filtered by type or status. |
| add_to_waitlist | Adds a customer to the waitlist for an experience or rental product. |
| get_waitlist_stats | Gets waitlist stats — total waiting, notified today, and conversion rate. |
Support
Tools for managing support tickets.
| Tool | What it does |
|---|---|
| list_support_tickets | Lists your support tickets. |
| get_support_ticket | Gets details of a specific support ticket. |
| create_support_ticket | Creates a new support ticket. |
Agents
Tools for managing other Dash Agents.
| Tool | What it does |
|---|---|
| list_agents | Lists all your Dash Agents with their status and trigger type. |
| get_agent | Gets details of a specific agent including its configuration and recent runs. |
| run_agent | Triggers a manual run of another agent. |
| get_agent_runs | Gets the run history for an agent. |
| toggle_agent | Enables or disables an agent. |
Business Info
Tools for looking up your business settings.
| Tool | What it does |
|---|---|
| get_business_hours | Gets your business operating hours. |
| get_locations | Gets your business locations. |
| get_ai_credit_balance | Gets your current AI credit balance. |
| get_ai_credit_usage | Gets AI credit usage for the current month with a breakdown by feature. |
Help Centre
Tools for searching and retrieving help documentation.
| Tool | What it does |
|---|---|
| search_help_centre | Searches help articles for guides and how-to information. |
| get_help_article | Gets the full content of a specific help article. |