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Custom Actions

Custom actions let you add interactive elements to your chatbot conversations. Instead of just answering questions, your chatbot can collect information through forms, offer clickable buttons, or trigger external systems via webhooks.

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Types of Custom Actions

Form Actions

Collect structured information from visitors using custom forms with fields like name, email, phone, and more.

Button Actions

Add clickable buttons that visitors can press to trigger specific actions or navigate to links.

API / Webhook Actions

Connect your chatbot to external systems by sending data to webhooks when actions are triggered.

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Why Use Custom Actions

Custom actions turn your chatbot from a simple Q&A tool into an interactive assistant that can:
  • Collect leads — Gather visitor contact information through forms
  • Book appointments — Present scheduling options and collect booking details
  • Create support tickets — Automatically send conversation data to your helpdesk
  • Process orders — Connect to your order management system
  • Trigger workflows — Kick off automated processes in tools like N8N or Zapier

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How to Create a Custom Action

1

Go to Custom Actions

Open your agent’s dashboard and click the Custom Actions tab.
2

Click Create Action

Click the button to create a new custom action.
3

Choose the action type

Select whether you want a Form, Button, or API/Webhook action.
4

Configure the action

Fill in the details specific to your chosen action type (fields, labels, endpoints, etc.).
5

Save

Save your action. It’s now available for your chatbot to use in conversations.

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Managing Custom Actions

From the Custom Actions tab, you can:
  • View all actions — See a list of all your custom actions organized by type
  • Edit actions — Update configuration, fields, or endpoints
  • Enable/Disable — Toggle actions on or off without deleting them
  • Delete actions — Remove actions you no longer need
  • View submissions — See data collected from form submissions and action triggers

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Tracking Submissions

Every time a visitor interacts with a custom action (fills out a form, clicks a button, or triggers a webhook), it creates a submission record. You can view all submissions from the Custom Actions tab to see:
  • What data was collected
  • When the action was triggered
  • Which conversation it came from