> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agntlabs.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Actions

> Configure pre-built actions like ticket creation, appointment booking, order tracking, and lead capture.

# 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

<CardGroup cols={2}>
  <Card title="Lead Capture" icon="user-plus">
    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.
  </Card>

  <Card title="Sales Assistant" icon="handshake">
    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.
  </Card>

  <Card title="Book Appointment" icon="calendar">
    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.
  </Card>

  <Card title="Reschedule / Cancel" icon="calendar-xmark">
    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.
  </Card>

  <Card title="Escalate to Human" icon="headset">
    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.
  </Card>

  <Card title="Raise Ticket" icon="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.
  </Card>

  <Card title="Submit Feedback" icon="star">
    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.
  </Card>

  <Card title="Track Order" icon="truck">
    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.
  </Card>

  <Card title="Send to Webhook" icon="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.
  </Card>

  <Card title="Send Follow-up Email" icon="envelope">
    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.
  </Card>
</CardGroup>

## Enabling and Configuring Actions

<Steps>
  <Step title="Open Agent Settings">
    Go to your dashboard and select the agent you want to configure.
  </Step>

  <Step title="Go to the Actions Tab">
    Click on the **Actions** tab to see all available actions.
  </Step>

  <Step title="Enable an Action">
    Toggle on the actions you want to use. Remember your plan determines how many actions you can enable at once.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save and Test">
    Save your configuration and use the [test page](/agent/testing-and-deploying) to verify the action triggers correctly.
  </Step>
</Steps>

<Warning>Actions use AI intent detection, not exact keyword matching. Test thoroughly to make sure your agent triggers actions at the right times.</Warning>