Skip to main content
A button action gives your bot a single, clear button it can show in the chat – like a “Start my return” button for an online coffee store. The AI decides when to show it; when the visitor clicks, Chatref records the click and calls a webhook you choose.

​
What you configure

  • Button Label – the text on the button, e.g. “Start my return”.
  • URL (optional) – an external link to open when clicked, e.g. your returns page.
  • Style – the button’s look (its variant), so it fits the moment.
  • Confirmation Message (optional) – a short “Are you sure?” prompt shown before the action runs. Leave it empty for no confirmation.
  • Payload (optional) – extra data sent with the click, so your webhook knows the context.

​
Create a button action

1

Open the Actions tab

In your agent’s dashboard, go to the Actions tab and create a new action.
2

Choose Button

Pick Button as the action type.
3

Name it and describe when to use it

Name the action, like “Start a return”, and write a description that tells the AI when to show it – for example, “Use this when a visitor wants to return an order.”
4

Set up the button

Enter the Button Label and pick a Style. Optionally add a URL to open, a Confirmation Message, and a Payload.
5

Add your webhook

Enter the Webhook URL the click should call, plus any Headers your endpoint needs.
6

Save

Save the action. Your bot can now show this button when the chat matches your description.

​
What happens on click

When a visitor clicks the button, Chatref records the click as a submission and calls your webhook (sending the payload, if you set one). If you added a URL, it also opens that link in a new tab.
Keep labels short and action-led – 2 to 4 words like “Start my return” or “View plans”. Have the bot explain the choice in its message, then show one clear button rather than several at once.

​
Seeing clicks

Every click is saved in the Action Submissions table – see Custom Actions for how to read it.

​
Next steps

Custom Actions

How actions work and the three types.

Form action

Collect several details instead of one click.

API / Webhook action

Let the bot call your API directly.

Inbox

Read the chats where the button was shown.