Actions

Overview

The Actions module allows you to define tasks the agent can execute inside your product. Each action is like a capability: the agent can call it during a conversation to perform real work such as creating a record, updating a setting, or navigating to a page.

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You’ll use this module to create and test actions. Developers will then connect these actions to your product’s backend or front-end handlers.

Creating an Action

1. Open the Actions module.
2. Click + New Action.
3. In the Details tab, complete:
   • Action Key — a unique identifier for the action (used by developers to connect the action in code).
     • Example: create_task
   • Description — explain what the action does and what kind of result it returns, so the AI knows when to use it.
     • Example: Retrieves details for a specific deal, such as its stage, value, and assigned owner.

Confirmation Message

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Recommended for actions that are designed to perform create or update functionality

• require the user to confirm before executing.
• Example: Are you sure you want to delete this account?

Advanced Settings

Use these fields if you need extra control:

• Tool Name → LLM friendly name for the agent to identify the action
• Instructions (optional) → tell the AI when to trigger this action, especially if it depends on context or user intent.
  • Example: Use when the user asks for deal status or details about a specific opportunity.

If not set, the agent will try to infer how to use the action based on its key and description.