Actions
Actions overview
Give your AI agent tools to retrieve information, complete tasks, and show interactive experiences.
Overview
Actions extend a conversation beyond an answer. Your agent can call a business API, run a function on your website, offer a booking, collect details, or display a widget. Configure actions for the selected chatbot from AI Actions.
Available actions
| Action | What it does |
|---|---|
| Custom actions | Call an API, run client-side code, call an API and show a widget, or show a widget without an API. |
| Cal | Offer a Cal.com event and configure its time display. |
| Calendly | Offer scheduling with your connected Calendly configuration. |
| Web search | Search public information, optionally restrict domains, and include images. |
| Escalations | Route a request to a configured human support workflow. |
| Collect leads | Capture customer details for follow-up. |
| Collect data | Gather custom details in the conversation or with a form widget, and review them in Activity → Collected data. |
| Custom form | Collect a structured set of fields inside the conversation. |
| Shopify | Use the store actions available to your connected Shopify account. |
| Stripe | Shown as Coming soon in the create-action catalog; it cannot be connected there yet. |
Create an action
- Open your chatbot and go to Build → Actions.
- Choose Create action and select the action you want to configure.
- Give it a clear name and explain when the agent should use it.
- Complete its inputs, integration settings, request, or widget, as applicable.
- Test the action and select the channels where it should be available.
- Save the draft, then use Save & enable when it is ready for conversations.
When actions run
When to use describes the customer intent that should cause the AI to select an action. For example: use the order lookup when a customer asks for delivery progress and supplies an order reference. Be specific about the outcome and any information that must be collected first.
Show widget actions can also use automatic website triggers: Visit, Delay, Scroll, and Chat opened. These structured triggers are configured separately from the instructions the AI reads.
Manage actions
My actions contains your saved actions. Reopen an action to update its configuration, check its status, or disable it. Saving a draft and enabling an action are separate steps: confirm its enabled state before expecting it in a customer conversation.
Choose distinct instructions for actions with similar purposes. If two actions both claim every support request, the agent has less information to choose between them.