How do I create an Opt Contact In action tool for AI agents?

Last updated: November 5, 2026

Create an Opt Contact In action tool when an AI agent should opt a contact back into messaging after the right consent or qualification condition is met.

Before you start

  • Confirm your team has permission to message the contact.

  • Define the exact condition that should trigger opting the contact in.

Steps

  1. Open Agents.

  2. Select Tools, then Create Tool.

  3. Choose Execute Actions.

  4. Name and save the tool.

  5. Add a clear label and description.

  6. Set timeout and speech settings.

  7. Add an Opt Contact In action.

  8. Save the action and tool.

  9. Enable the tool on the agent.

  10. Update the agent instructions with when the contact may be opted in.

Troubleshooting

  • If the contact is not opted in, confirm the tool is assigned to the agent.

  • If contacts are opted in incorrectly, narrow the trigger conditions and consent requirements.