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Quick Actions

Quick actions are shortcut buttons that appear in your chat widget, giving visitors instant access to common actions like calling a phone number, sending an email, or visiting a link.

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Available Quick Action Types

TypeWhat It Does
PhoneDisplays a phone number and lets visitors tap to call
EmailDisplays an email address and lets visitors tap to send an email
LinkOpens a URL in a new tab when clicked

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How to Set Up Quick Actions

1

Open agent Settings

Go to your agent’s dashboard and click the Settings tab.
2

Find the Quick Actions section

Scroll to the Quick Actions area where you can configure each action type.
3

Add your details

For each quick action you want to enable, enter the relevant information:
  • Phone: Enter your phone number
  • Email: Enter your email address
  • Link: Enter the URL and display text
4

Save

Click Save to apply your changes.

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When to Use Quick Actions

Quick actions are great when you want to:
  • Offer phone support — Let visitors call you directly from the chat widget
  • Provide an email option — Give visitors an easy way to reach you by email
  • Link to important pages — Direct visitors to your pricing page, help center, or booking page
Quick actions complement your chatbot — they give visitors an alternative way to reach you if they prefer human contact or need to take a specific action.

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Where Visitors See Quick Actions

Quick actions appear as clickable buttons within the chat widget. Each button shows an icon matching its type (phone, email, or link) along with the relevant information.