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Actions

Define what your AI can do - share info, search data, complete tasks, and message customers

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Actions define what your AI can do for customers.

Action Templates

Pre-built actions to quickly add common capabilities

Template Type Tool Action

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Templates help you quickly create common actions for your AI.

Create Action

Describe

Type & Tool

Sources

Triggers

Activate

Step 1 of 5

Describe what you want your AI to be able to do, and we'll help set it up.

What should your AI be able to do?

Examples:

Share business info Find appointments Book appointments

What type of action is this?

Share Information Tell customers about hours, location, services

Search & Recommend Find appointments, suggest services

Complete Task Book appointments, capture leads

Message Customer Send confirmations, reminders

Which tool should execute this action?

Built-in

Knowledge

Booking

Calendar

CRM

Messaging

Forms

External / 3rd Party

Calendly

HubSpot

Mailchimp

Twilio

Slack

Zapier

Google Sheets

Knowledge Sources

Select knowledge the AI will use when performing this action.

Required Data

Data the AI will collect from the conversation before executing.

When should this action be triggered?

Keywords and phrases that will activate this action.

Trigger Keywords

Comma-separated keywords that trigger this action

Auto-detect from conversation context

Action Name

Description (optional)

Action Summary

Action Details

Invocations

Success Rate

Never

Last Used