Actions
Enhance your AI agent with automated actions that can perform tasks beyond simple conversations.
What are Actions?
Actions are powerful features that allow your AI agent to perform specific tasks during conversations. Instead of just answering questions, your agent can book appointments, collect leads, escalate to humans, or integrate with external systems to provide comprehensive customer support.
🚀 Key Benefits
- • Automate routine tasks and workflows
- • Reduce manual intervention in customer support
- • Provide seamless customer experiences
- • Integrate with your existing tools and systems
Available Actions
Calendar Booking
Allow customers to book appointments directly through the chat
Features:
Lead Collection
Capture customer information and generate leads
Features:
Human Escalation
Transfer complex conversations to human agents
Features:
Custom API
Integrate with external systems and databases
Features:
Custom Buttons
Add interactive buttons for specific actions
Features:
Setting Up Actions
Navigate to Agent Actions
Go to your agent's dashboard and click on the "Actions" tab to see all available actions.
Open AgentsConfigure Action Settings
Each action has specific configuration options. Follow the setup wizard to connect your integrations and define when the action should trigger.
Test and Deploy
Test your actions in the agent playground before deploying them to your live widget. Monitor performance and adjust settings as needed.
Action Details
Calendar Booking
Enable customers to schedule appointments directly through the chat interface.
- • Integrates with Calendly and Cal.com
- • Automatic availability checking
- • Booking confirmations
- • Timezone handling
Human Escalation
Seamlessly transfer conversations to human agents when needed.
- • Slack notifications to your team
- • Email alerts with conversation context
- • Handoff protocols and procedures
- • Priority level settings
Lead Collection
Capture valuable customer information during conversations.
- • Custom contact forms
- • Email and phone capture
- • CRM system integration
- • Lead scoring and qualification
Custom API
Connect your agent to external systems and databases.
- • REST API integration
- • Real-time data fetching
- • Webhook support
- • Authentication handling
Best Practices
Action Configuration Tips
🎯 Clear Trigger Conditions
Define clear conditions for when actions should trigger to avoid confusion and provide better user experience.
🔄 Fallback Options
Always provide fallback options when actions fail, such as alternative contact methods or manual processes.
📝 User Feedback
Provide clear feedback to users when actions are triggered, including confirmation messages and next steps.
🧪 Regular Testing
Test your actions regularly to ensure integrations are working and the user experience remains smooth.