Skip to main content
Quick actions are buttons in the header of your chat widget. They give visitors a fast way to reach you or jump to an important page, without typing a single message. You can add up to 4.

​
What each button has

Every quick action has three parts:
  • Label – the text on the button, e.g. “Call us”.
  • Type – what happens when it is tapped: Phone, Email, or Link.
  • Icon – a small glyph that matches the action.

​
Add a quick action

1

Open Actions

Go to your agent’s dashboard and open Settings → Actions.
2

Add a button

Click to add a new quick action. You can add up to 4 in total.
3

Set the label, type, and icon

Type a clear Label, choose a Type – Phone, Email, or Link – then pick an Icon. For a Phone action, enter your number; for Email, your address; for Link, the URL.
4

Review in the preview

Open the Playground to see the buttons in the live widget header.
You have room for 4 buttons, but the most useful 2 – 3 work best. A dental clinic might keep just “Call us” and “Book online” so visitors aren’t overwhelmed.

​
Next steps

Suggested Messages

Add starter prompts that help visitors begin a conversation.

Help Menu

Add a menu of useful links – docs, contact, pricing – inside the widget.