Dashboard

Actions

Custom Action

Use a custom action when your chatbot needs to call an external workflow or business endpoint.

Documentation Index

Fetch the complete documentation index at: /llms.txt

Use this file to discover all available QwryAI pages before exploring further.

Use a custom action when your chatbot needs to call an external workflow or business endpoint.

QwryAI Custom Action action setup
Connect the action, test the trigger, and verify the customer-facing result before launch.

Configuration

Setup checklist

  • Endpoint URL or workflow target
  • Authentication requirements
  • Request payload fields
  • Success and failure handling
  • A safe test endpoint

General configuration

  • Give the action a descriptive name.
  • Explain when the chatbot should use it.
  • Define the customer inputs the action needs before it runs.
  • Use an HTTPS endpoint for server workflows.
  • Keep request and response data JSON-formatted.

API request

AreaWhat to configure
MethodChoose the HTTP method supported by your endpoint.
URLUse the production or test endpoint the chatbot should call.
ParametersPass only the values needed to filter or identify the request.
HeadersSend authentication and content-type metadata safely.
BodySend JSON payloads with the collected inputs your endpoint expects.

Test response

  • Use live response testing when the endpoint is ready.
  • Use example JSON when the endpoint is still being built.
  • Limit returned fields so the chatbot sees only what it needs.
  • Confirm the fallback reply when the API fails or returns incomplete data.
AreaCheck before launch
TriggerThe chatbot knows when this action should and should not run.
DataOnly required customer fields are sent to the action or external system.
Success stateThe customer sees a clear confirmation after the action completes.
FallbackThe chatbot has a safe reply when the action fails or cannot run.

Production check

After the action works in a test conversation, review the customer-facing text, fallback behavior, and any data sent to external systems.

Validation

  1. Open the selected chatbot.
  2. Enable or connect the action.
  3. Configure the required fields.
  4. Trigger the action in Playground.
  5. Confirm the result in the connected tool or help desk.
  6. Review the customer-facing message before launch.