What are AI Actions in live chat?

AI Actions are automated workflows triggered by AI chatbot conversations. When your chatbot detects user intent, it can take actions like booking calendar meetings, capturing leads in your CRM, sending follow-up emails, or triggering custom API calls without human intervention.

Can AI chatbots book meetings automatically?

Yes, AI Actions integrate with calendar tools like Calendly, HubSpot Meetings, and custom scheduling systems. When a visitor wants to book a meeting, the AI chatbot can check availability and schedule appointments automatically.

What CRMs do AI Actions integrate with?

AI Actions integrate with Salesforce, HubSpot, Microsoft Dynamics 365, and many other CRMs through native integrations or Zapier. Lead information captured during chat conversations is automatically synced to your CRM for follow-up.

AI Action

Custom API Integration

Connect your AI chatbot to any external API. Fetch data, create records, trigger webhooks—integrate with your custom systems.

// AI chatbot calls your API

POST

/api/v1/orders/status

// Request

{"order_id": "12345"}

// Response

{"status": "shipped", "eta": "Jan 15"}

What Is Custom API Integration?

Custom API integration lets your AI chatbot connect to any REST API or webhook. You can fetch real-time data like inventory levels, create records in any system, trigger automations, send notifications, or integrate with proprietary business systems.

Basic setup can be done through our visual interface by configuring endpoints and parameters. For more complex integrations involving data transformation or conditional logic, some technical knowledge may be helpful.

API Capabilities