Actions Overview
Transform your AI Agent from a simple Q&A bot into an interactive assistant that can collect information, process forms, and trigger automated workflows.
What are Actions?
Actions allow your AI Agent to perform tasks beyond answering questions. When your AI detects specific user intents, it can execute a sequence of actions like collecting contact information, processing payments, scheduling appointments, or integrating with external systems.
Think of actions as workflows that are triggered by conversation context. Instead of just saying "I can help with that," your AI can actually take concrete steps to solve the user's problem.
Types of Actions
Message Actions
Send personalized messages based on user data and conversation context
Form Actions
Collect structured information through interactive forms and surveys
Webhook Actions
Send data to external APIs, CRMs, or notification systems
Live Chat Actions
Transfer conversations to human agents when needed
Wait Actions
Add delays and timing controls to action sequences
Button Actions
Present clickable options and quick replies
How Actions Work
Intent Detection
Your AI Agent analyzes the conversation and identifies when a user wants to perform a specific action
Action Trigger
The appropriate action sequence is triggered based on predefined intent patterns
Step Execution
Each action step is executed in sequence, with data flowing between steps
Result Processing
Results are processed and the conversation continues with the action outcome
Example: Sales Lead Collection
Here's how a complete action flow works for collecting sales leads:
"I'm interested in your enterprise plan. Can someone from sales contact me?"
"I'd be happy to connect you with our sales team! Let me gather some quick details..."
Displays contact form with fields:
Sends lead data to your CRM (Salesforce, HubSpot, etc.)
"Thanks {{ name }}! Someone from sales will contact you within 24 hours."
Common Use Cases
Lead Generation
Qualify and capture potential customers with smart forms and CRM integration
Customer Support
Collect issue details and route tickets to the right department
Appointment Booking
Schedule meetings and send calendar invites automatically
Order Processing
Handle order inquiries and connect with fulfillment systems
Event Registration
Collect attendee information and send confirmation emails
Feedback Collection
Gather customer feedback and route to appropriate teams
Benefits of Using Actions
Increased Conversion
Turn conversations into leads and sales with interactive workflows
Time Savings
Automate repetitive tasks and reduce manual data entry
Better Experience
Provide immediate assistance without waiting for human agents
Ready to Get Started?
Actions transform your AI from a passive assistant into an active problem solver. Start with simple workflows and gradually build more complex automation.