Actions
Give your AI teammates the ability to look up orders, create tickets, check inventory, and more through connected actions.
What Are Actions?
Actions are tools that your AI teammates can use during conversations. Instead of just answering questions, an AI teammate with actions can look up a customer's order status, process a refund, create a support ticket, or update a CRM record — all without human involvement. Actions connect to your existing business tools through integrations.
Available Actions
The actions available to your AI teammates depend on which integrations you have connected. Common actions include:
| Action | What It Does | Requires |
|---|---|---|
| Look Up Order | Retrieves order status, tracking, and details | E-commerce integration (Shopify, WooCommerce) |
| Create Ticket | Creates a support ticket in your help desk | Help desk integration (Freshdesk, Zendesk) |
| Update CRM | Creates or updates contact and deal records | CRM integration (HubSpot, Salesforce) |
| Book Meeting | Schedules a meeting on your team's calendar | Calendar integration (Google, Outlook) |
| Send Notification | Posts a message in your team's Slack channel | Slack integration |
How Actions Work in Conversations
When a customer asks something that requires an action (e.g., "Where is my order?"), your AI teammate automatically determines which action to use, executes it, and incorporates the result into the response. The customer sees a natural reply — they do not know that an action was triggered behind the scenes. If an action fails (e.g., the order number is invalid), your AI teammate handles the error gracefully and asks the customer for clarification.