AI Actions Overview
Enable your agent to take actions during conversations
AI Actions#
AI Actions let your agent do more than just answer questions — it can take real actions on behalf of users.
What Are AI Actions?#
Instead of just providing information, your agent can:
- Schedule appointments
- Send emails
- Look up account information
- Process requests
- Trigger workflows
Available Actions#
| Action | Description |
|---|---|
| Google Calendar | Schedule, reschedule, cancel appointments |
| Send Email | Send confirmation or follow-up emails |
| Webhooks | Trigger external workflows |
How It Works#
- User Request: User asks for something ("Book me an appointment")
- Intent Detection: Agent recognizes the action needed
- Confirmation: Agent confirms details with user
- Execution: Action is performed
- Confirmation: Agent confirms completion
Setting Up Actions#
- Go to your agent dashboard
- Navigate to AI Actions
- Connect the services you need
- Configure each action
- Train your agent
Security#
Permission Model#
- You control which actions are enabled
- Each action requires explicit connection
- Actions only work within scope
Confirmation#
For sensitive actions:
- Agent confirms before executing
- User must approve
- Action is logged
Custom Actions#
Build custom actions with webhooks:
- Create a webhook endpoint
- Configure the action schema
- Agent calls your endpoint with parameters
- Your system processes the request
- Response is returned to agent
Learn more about custom actions →
Use Cases#
Customer Support#
- Book support calls
- Send confirmation emails
- Look up order status
Sales#
- Schedule demos
- Send pricing info
- Create CRM records
Operations#
- Process requests
- Update systems
- Trigger workflows