Actions
Actions let your agent do more than answer questions. When a customer expresses a specific intent — like wanting to book a meeting or track an order — your agent can trigger a built-in action to handle it automatically.How Actions Work
Actions are powered by AI intent detection. When a customer sends a message, the system analyzes the intent and checks if it matches an enabled action. If it does, the action is triggered instead of the standard knowledge base response. You enable and configure actions from the Actions tab in your agent settings.Action Limits by Plan
| Plan | Actions Available |
|---|---|
| Free | 1 |
| Standard | 3 |
| Pro | 5 |
| Elite | 8 |
Available Actions
Lead Capture
Automatically collect contact information when users show buying interest. Triggers on pricing questions, demo requests, or after a configurable number of messages.Configure: Choose which fields to collect (name, email, phone, company), set a trigger mode (automatic, keyword-based, or after N messages), and optionally send leads to a webhook.
Sales Assistant
Full sales process orchestration — from discovery questions through qualification to closing. Guides the conversation through a structured sales flow.Configure: Set discovery questions, qualification criteria, recommendation rules, objection responses, and closing strategies. Send qualified leads to your CRM via webhook.
Book Appointment
Let customers book appointments directly in the chat. Supports Calendly, Cal.com, HubSpot, or any custom booking link. Opens a booking modal inside the chat widget.Triggers on: “book”, “schedule”, “appointment”, “meeting”, “demo”, “consultation”, or soft patterns like “can we talk?” and “let’s discuss”.Configure: Select your calendar provider, set the booking URL, and optionally collect contact info before showing the calendar.
Reschedule / Cancel
Help customers reschedule or cancel existing appointments. Provides instructions and links for managing their booking.Triggers on: “reschedule”, “change the date”, “move appointment”, “cancel”.Configure: Set reschedule instructions, add a direct reschedule link, and provide support contact details.
Escalate to Human
Transfer complex queries to your human support team when the AI can’t fully resolve the issue. Notifies your team via email, Slack, or webhook.Triggers on: Complex queries the agent can’t resolve, or when a customer explicitly asks to speak with a human.Configure: Choose notification method (email, Slack, or webhook) and set the escalation message shown to the customer.
Raise Ticket
Create support tickets in Zendesk, Freshdesk, Jira, or via email. Collects issue details from the conversation and creates a structured ticket.Triggers on: “raise a ticket”, “create an issue”, “submit a complaint”, “report a problem”, “having an issue”.Configure: Choose your integration (email, Zendesk, Freshdesk, Jira, or custom webhook), set which fields to collect, and configure notification emails.
Submit Feedback
Collect structured feedback from customers. Supports star ratings and custom survey questions.Triggers on: Customer asks to provide feedback or review.Configure: Set rating scale (5-star or 10-point), add custom feedback questions, and optionally send results to an external endpoint.
Track Order
Help customers check their order status and delivery information. Integrates with Shiprocket, Delhivery, or any custom API.Triggers on: “track my order”, “where is my order”, “order status”, “delivery status”, “when will my order arrive”.Configure: Choose your integration (Shiprocket, Delhivery, custom API, or manual instructions), provide API credentials, and map response fields.
Send to Webhook
Send conversation data to external services like Zapier or Make. Useful for custom automations and integrations.Configure: Set the webhook URL, choose the trigger event (after each message, when a lead is captured, or on conversation end), and add custom headers if needed.
Send Follow-up Email
Automatically send follow-up emails after conversations end. Requires the customer’s email address.Configure: Choose your email provider (Resend or SendGrid), set sender details, and create an email template with placeholders for the customer’s name and conversation summary.
Enabling and Configuring Actions
Enable an Action
Toggle on the actions you want to use. Remember your plan determines how many actions you can enable at once.
Configure Settings
Click on an enabled action to open its configuration panel. Fill in the required fields — each action has different options depending on what it does.
Save and Test
Save your configuration and use the test page to verify the action triggers correctly.