Actions & automation
Actions overview
Let the agent check orders, book meetings and manage billing — with verification, confirmation and approval.
Open Build → Actions. Actions let the agent do things for customers instead of only talking. They're available on plans that include actions.
Ways to add actions
Ready-made integrationsShopify, WooCommerce, Stripe, Cal.com, Calendly, HubSpot, Airtable and AfterShip.Your own APISave a base URL and key, then import an OpenAPI file or add calls by hand.MCP serverConnect a Streamable HTTP MCP server; its tools become actions.Website actionsRun JavaScript on your own site: add to cart, apply a coupon, read the cart.
The page has these tabs: API actions, Connections & integrations, Approvals, Run log, Verified customers and Buttons & forms.
Safety rules (per action)
| Rule | What it does |
|---|---|
| What it does | Reads or changes something. Read-only actions are switched on when you add them; actions that change data start off. |
| Who can use it | Anyone, or only verified customers (see below). |
| Ask the customer to confirm first | For actions that change something, the agent explains what it will do and runs it only after the customer replies yes. |
| A team member approves each run | The request waits in the chat and under Approvals; your team is alerted, and the customer hears back automatically when you approve or reject it. |
| Keep only these fields | Trims a long answer to the fields that matter, e.g. status, tracking.url. |
| Max runs per chat per hour | Stops loops and abuse. |
| Only inside procedures | The agent can use it only while following a procedure. |
Verified customers
A customer counts as verified when they:
- write from WhatsApp, Messenger, Instagram, Telegram or email (the channel proves who they are);
- are signed in on your website with identity verification;
- type a 6-digit code the agent emails them (valid for 10 minutes), or
- are vouched for by your server through the API's
verified_email.
The verified email is filled into the request as {customer_email} — the AI can't change it. Details of verified contacts can be used too, e.g. {contact.id} or {contact.plan}.
Show results nicely
Choose Show the answer as a widget in an action's settings to display its result as a card, list, table or tracker. See Widgets.
Test and logs
- Test runs an action once and shows the request, answer and time.
- Run log lists every run from chats, flows, approvals and tests, with failure rates per action.
Use actions elsewhere
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