Overview of AI Actions
AI Actions allow your chatbots to look up data, trigger workflows, and display dynamic real-time information. They enhance conversations by letting your AI chatbot go beyond answering basic queries.
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.
For example, your chatbot could check a visitor's subscription status using their email by calling your backend and respond with: "You have a Premium account active through July 2026." Or a visitor asks, "What's the weather in Los Angeles today?" and your chatbot dynamically calls a weather API.
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
Calendly, Cal.com, and more
Display buttons and forms
Inside the chat dynamically
Create tickets or leads
In HubSpot, Salesforce, Zendesk
Look up order status
Shopify, WooCommerce, Magento
How AI Actions Work
Define your action in the dashboard
Configure endpoint URL, method, headers, body, and expected fields.
Call it via prompt or automatically
Trigger during conversations based on rules, user intent, or logic.
Chatbot executes and responds
The AI formats the output as a reply, UI element, or follow-up action.
Common Use Cases
Custom Button
Display "View Plans" or "Book Demo" buttons inline after a visitor asks about pricing.
Calendly / Cal.com
Embed scheduling flows so users can book meetings directly from chat.
Custom API
Connect to any REST API to fetch data, trigger workflows, or display custom responses.
HubSpot Integration
Automatically create leads in HubSpot CRM from chat conversations.
Salesforce Integration
Push leads directly to Salesforce from AI chatbot conversations.
Dynamics 365
Sync leads to Microsoft Dynamics 365 automatically from chat.
Quick Example
What You'll Learn Next
Explore the documentation for each AI Action type:
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