Overview of AI Actions
When configuring your chatbots, AI Actions allow you to lookup data, trigger workflows, and display dynamic real-time data directly in your AI chatbots. They enhance the conversational experience and allow your AI chatbot to go beyond just responding to basic queries based on pre-trained data.
What Are AI Actions?
An AI Action is a function that your chatbot can trigger during a conversation. It allows you to connect to third-party services, call internal APIs, or generate UI elements dynamically based on logic or user input. You can add parameters to these api calls either at the start of the chat from pre-sales questions or during the chat to include in your calls.
For example, your chatbot could check a visitor’s subscription status using their email and any other required criteria by calling your backend and respond with: “You have a Premium account active through July 2026.” Or you can ask, What's the weather in Los Angeles today? - and dynamically wall a weather api with that city name.
Why Use AI Actions?
AI Actions are ideal when you need to:
- Fetch live data from CRMs, ERPs, or other systems
- Trigger backend automation (via APIs or tools like Zapier)
- Embed booking flows (e.g., Calendly, Cal.com)
- Display buttons and forms inside the chat
- Create tickets or leads
How AI Actions Work
- Define your action in the dashboard with endpoint URL, method, headers, body, and expected fields.
- Call it via prompt or automatically during the conversation based on rules or logic.
- The chatbot executes the request and formats the output as a reply, UI element, or follow-up action.
Common Use Cases
Custom Button Action
Display "View Plans" or "Book Demo" buttons inline after a visitor asks about pricing information or product details.
Calendly / Cal.com Integration
Embed a scheduling flow so users can book meetings directly from the chat when a user asks for a demo.
Zapier Integration
Trigger automation (e.g., add lead to a crm, send an email) when the chat starts or when the chat ends.
Shopify Integration
Look up orders, recommend products, or show cart summaries dynamically based on visitor and order information.
Zendesk Integration
Create or update support tickets, or show ticket statuses during a chat.
Quick Example
Visitor: Do I have an active subscription?
AI Agent (calls your CheckSubscriptionStatus action) → "Yes, you have a Premium account active through July 2026."
What You’ll Learn Next
In the Examples section, we’ll guide you through:
- Creating a Custom Button that can open a page with parameeters like a hotel booking website
- Embedding Calendly and Cal.com iFrame pages for scheduling
- Triggering Zapier, Shopify, and Zendesk integrations