Action Tutorials

Step-by-step tutorials for building powerful actions that automate your business processes.

Tutorial 1: Contact Form Action

Create an action that collects visitor contact information and sends it to your CRM.

Step 1: Create a New Intent

Navigate to your chatbot's Intent Wizard and create a new intent for contact requests.

Intent Name

contact-request

Display Name

Contact Request

Training Phrases

• "I want to get in touch"

• "Contact us"

• "I need help with something"

• "Can someone contact me?"

• "I'd like to speak with someone"

Step 2: Add Action Steps

Create a multi-step action flow to handle the contact request.

STEP 1Message Action

"I'd be happy to help you get in touch with our team! Let me collect your contact information."

STEP 2Form Action

Form Name:Contact Information

Form Fields:

• Name (text, required)

• Email (email, required)

• Phone (phone, optional)

• Message (textarea, required)

STEP 3Webhook Action

URL:https://api.yourcrm.com/contacts

Method:POST

Payload: Form data from Step 2

STEP 4Message Action

"Thank you {{ name }}! We've received your message and someone will get back to you within 24 hours."

✅ Tutorial Complete!

You've created a complete contact form action that collects information and integrates with your CRM.

Tutorial 2: Live Chat Handover

Set up seamless transfer to human agents when AI can't handle a request.

Step 1: Create Handover Intent

Intent Name

human-agent-request

Priority

High

Training Phrases

• "I want to speak to a human"

• "Connect me with an agent"

• "This isn't helpful"

• "I need real person"

• "Transfer to support"

Step 2: Configure Live Chat Action

ACTIONStart Live Chat

Online Message:

"I understand you'd like to speak with a human agent. Let me connect you with our support team right away."

Offline Message:

"Our agents are currently offline, but I can collect your details and have someone reach out to you."

Offline Form Fields:

• Name (required)

• Email (required)

• Issue Description (required)

• Phone Number (optional)

Step 3: Integration Setup

Configure your notification system for new live chat requests.

Slack Integration

Webhook URL: Your Slack webhook

Channel: #customer-support

Notify on: New chat requests

Email Notifications

Send to: support@yourcompany.com

Include: Chat transcript

Format: HTML with visitor details

💡 Pro Tips

• Set up agent availability schedules to show accurate online/offline status
• Use different messages for different types of requests (support, sales, etc.)
• Include chat context when transferring to help agents understand the issue
• Test the handover process regularly to ensure smooth transitions

Tutorial 3: Multi-Step Form with Validation

Create a complex form that validates data and provides conditional logic.

Step 1: Plan Your Form Flow

For this tutorial, we'll create a quote request form with conditional fields.

Step 1: Basic Info

• Company Name

• Industry Type

• Company Size

Step 2: Service Details

• Service Type (conditional options)

• Budget Range

• Timeline

Step 3: Contact Info

• Primary Contact Name

• Email (validated)

• Phone Number

Step 4: Confirmation

• Review submitted data

• Send confirmation

• Webhook to CRM

Step 2: Create Form Actions

FORM 1Company Information

Company Name: text, required, min-length: 2

Industry: select, required, options: [Tech, Healthcare, Finance, Other]

Company Size: select, required, options: [1-10, 11-50, 51-200, 200+]

FORM 2Service Requirements

Service Type: conditional select based on industry

Budget Range: select, required, options: [<$10k, $10k-$50k, $50k+]

Timeline: select, required, options: [ASAP, 1 month, 3 months, 6+ months]

FORM 3Contact Details

Name: text, required, min-length: 2

Email: email, required, validation: valid email format

Phone: phone, optional, validation: international format

🔧 Advanced Features

Form Validation

• Email format validation
• Phone number formatting
• Required field enforcement
• Custom validation rules

Conditional Logic

• Show/hide fields based on selections
• Dynamic option lists
• Skip irrelevant sections
• Personalized form paths

Next Steps

Now that you've mastered basic actions, explore these advanced topics:

Webhook Integration

Connect your actions to external APIs and services

Advanced Forms

Master complex form validation and conditional logic

Live Chat Setup

Configure seamless human handover workflows

Intent Management

Fine-tune when and how actions are triggered

Action Tutorials

Step-by-step tutorials for building powerful actions that automate your business processes.

Tutorial 1: Contact Form Action

Create an action that collects visitor contact information and sends it to your CRM.

Step 1: Create a New Intent

Navigate to your chatbot's Intent Wizard and create a new intent for contact requests.

Intent Name

contact-request

Display Name

Contact Request

Training Phrases

• "I want to get in touch"

• "Contact us"

• "I need help with something"

• "Can someone contact me?"

• "I'd like to speak with someone"

Step 2: Add Action Steps

Create a multi-step action flow to handle the contact request.

STEP 1Message Action

"I'd be happy to help you get in touch with our team! Let me collect your contact information."

STEP 2Form Action

Form Name:Contact Information

Form Fields:

• Name (text, required)

• Email (email, required)

• Phone (phone, optional)

• Message (textarea, required)

STEP 3Webhook Action

URL:https://api.yourcrm.com/contacts

Method:POST

Payload: Form data from Step 2

STEP 4Message Action

"Thank you {{ name }}! We've received your message and someone will get back to you within 24 hours."

✅ Tutorial Complete!

You've created a complete contact form action that collects information and integrates with your CRM.

Tutorial 2: Live Chat Handover

Set up seamless transfer to human agents when AI can't handle a request.

Step 1: Create Handover Intent

Intent Name

human-agent-request

Priority

High

Training Phrases

• "I want to speak to a human"

• "Connect me with an agent"

• "This isn't helpful"

• "I need real person"

• "Transfer to support"

Step 2: Configure Live Chat Action

ACTIONStart Live Chat

Online Message:

"I understand you'd like to speak with a human agent. Let me connect you with our support team right away."

Offline Message:

"Our agents are currently offline, but I can collect your details and have someone reach out to you."

Offline Form Fields:

• Name (required)

• Email (required)

• Issue Description (required)

• Phone Number (optional)

Step 3: Integration Setup

Configure your notification system for new live chat requests.

Slack Integration

Webhook URL: Your Slack webhook

Channel: #customer-support

Notify on: New chat requests

Email Notifications

Send to: support@yourcompany.com

Include: Chat transcript

Format: HTML with visitor details

💡 Pro Tips

• Set up agent availability schedules to show accurate online/offline status
• Use different messages for different types of requests (support, sales, etc.)
• Include chat context when transferring to help agents understand the issue
• Test the handover process regularly to ensure smooth transitions

Tutorial 3: Multi-Step Form with Validation

Create a complex form that validates data and provides conditional logic.

Step 1: Plan Your Form Flow

For this tutorial, we'll create a quote request form with conditional fields.

Step 1: Basic Info

• Company Name

• Industry Type

• Company Size

Step 2: Service Details

• Service Type (conditional options)

• Budget Range

• Timeline

Step 3: Contact Info

• Primary Contact Name

• Email (validated)

• Phone Number

Step 4: Confirmation

• Review submitted data

• Send confirmation

• Webhook to CRM

Step 2: Create Form Actions

FORM 1Company Information

Company Name: text, required, min-length: 2

Industry: select, required, options: [Tech, Healthcare, Finance, Other]

Company Size: select, required, options: [1-10, 11-50, 51-200, 200+]

FORM 2Service Requirements

Service Type: conditional select based on industry

Budget Range: select, required, options: [<$10k, $10k-$50k, $50k+]

Timeline: select, required, options: [ASAP, 1 month, 3 months, 6+ months]

FORM 3Contact Details

Name: text, required, min-length: 2

Email: email, required, validation: valid email format

Phone: phone, optional, validation: international format

🔧 Advanced Features

Form Validation

• Email format validation
• Phone number formatting
• Required field enforcement
• Custom validation rules

Conditional Logic

• Show/hide fields based on selections
• Dynamic option lists
• Skip irrelevant sections
• Personalized form paths

Next Steps

Now that you've mastered basic actions, explore these advanced topics:

Webhook Integration

Connect your actions to external APIs and services

Advanced Forms

Master complex form validation and conditional logic

Live Chat Setup

Configure seamless human handover workflows

Intent Management

Fine-tune when and how actions are triggered

Blocktell Docs

Action Tutorials

Tutorial 1: Contact Form Action

Step 1: Create a New Intent

Step 2: Add Action Steps

✅ Tutorial Complete!

Tutorial 2: Live Chat Handover

Step 1: Create Handover Intent

Step 2: Configure Live Chat Action

Step 3: Integration Setup

💡 Pro Tips

Tutorial 3: Multi-Step Form with Validation

Step 1: Plan Your Form Flow

Step 2: Create Form Actions

🔧 Advanced Features

Next Steps

Webhook Integration

Advanced Forms

Live Chat Setup

Intent Management

Loading...

Blocktell Docs

Action Tutorials

Tutorial 1: Contact Form Action

Step 1: Create a New Intent

Step 2: Add Action Steps

✅ Tutorial Complete!

Tutorial 2: Live Chat Handover

Step 1: Create Handover Intent

Step 2: Configure Live Chat Action

Step 3: Integration Setup

💡 Pro Tips

Tutorial 3: Multi-Step Form with Validation

Step 1: Plan Your Form Flow

Step 2: Create Form Actions

🔧 Advanced Features

Next Steps

Webhook Integration

Advanced Forms

Live Chat Setup

Intent Management